Nov 5, 2024
2:14:41pm
2:14:41pm
We do it with our financial advisor (no extra cost aside from normal aum fees) and it is basically
that and:
- Retirement account options (mega Roth 401ks, backdoor Roth IRAs, SEPs, Cash Balance Plans)
- Tax loss harvesting
- In-kind charitable donations
- Real estate: cost segs, nightly rental, real estate professional, augusta rule,
- Investment write-offs (DST's, Opportunity Zone, Oil partnerships, conservation easement, etc.)
- Section 179 & bonus deprecation
- Paying PTET taxes
- Private reinsurance, strategies to get below QBI threshold
- Review of available tax credits available
- Paying kids, funding 529, utma's, roth's.
- Entity structuring for future planning
- Family gifting, estate planning
- Retirement account options (mega Roth 401ks, backdoor Roth IRAs, SEPs, Cash Balance Plans)
- Tax loss harvesting
- In-kind charitable donations
- Real estate: cost segs, nightly rental, real estate professional, augusta rule,
- Investment write-offs (DST's, Opportunity Zone, Oil partnerships, conservation easement, etc.)
- Section 179 & bonus deprecation
- Paying PTET taxes
- Private reinsurance, strategies to get below QBI threshold
- Review of available tax credits available
- Paying kids, funding 529, utma's, roth's.
- Entity structuring for future planning
- Family gifting, estate planning
Originally posted on Nov 5, 2024 at 2:14:41pm
Message modified by RdF3 on Nov 5, 2024 at 2:17:32pm
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