EP 019 - Advanced Tax Strategies for High-Net-Worth Individuals with Kyle Candlish

The Mark Perlberg CPA Podcast

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Listen in as Kyle Candlish and I discuss the most advanced tax strategies available for high net-worth individuals, high income earners and highly profitable businesses. This Will be a great chance to learn about some of the most advanced techniques we use to create the highest amount of tax savings allowed by law for our clients.

This conversation will be great for individuals and business owners with incomes over 1 Million per year. Even if you don’t fall into this category, it will be a great opportunity to learn some of the creative tax saving opportunities that will come available when you have more income and cash on hand to protect from the IRS. We discussed some of the more advanced financial instruments and structures that we create for our clients to further reduce taxes beyond the commonly known strategies. Some of the topics will be: multiple entity structures, oil and gas mining wells, state tax deduction limit workarounds, trusts, insurance companies, charitable LLC’s, charitable remainder trusts and conservation easements.