『Tax Planning and Strategies for Tax Alpha』のカバーアート

Tax Planning and Strategies for Tax Alpha

Tax Planning and Strategies for Tax Alpha

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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond simply selling 'losers' at year end. This podcast also breaks down the Mega Backdoor ROTH - and how high earners may be able to 'double dip' in certain job change scenarios.

Other topics include generational wealth transfer and tax smart charitable giving using DAF's, CLAT's, Life Insurance and other instruments.

The fast paced discussion also addresses managing concentrated stock risk through some sophisticated strategies using alternative investments although some are available only to qualified investors.

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