Retire With Integrity Podcast With Brian Bowen

Top 10 Tax Tips For 2024

Informações:

Sinopsis

In this episode, Brian Bowen and Brett Sharp discuss the top 10 tax strategies that all wealthy people must know. They cover a range of topics including cost segregation, captive insurance, defined benefit plans, tax loss harvesting, 1031 exchanges, opportunity zones, estate taxes, 706 portability, intermediate installment sales, and qualified small business stock. These strategies can help individuals and business owners reduce their tax liabilities and maximize their wealth.  As we heaed into tax season these are things you need to know.   00:55Tax Tip #1: Cost Segregation 03:01Tax Tip #2: Captive Insurance 05:46Tax Tip #3: Defined Benefit Plan 06:44Tax Tip #4: Tax Loss Harvesting 08:04Tax Tip #5: 1031 Exchange 10:28Tax Tip #6: Opportunity Zones 15:08Tax Tip #7: Estate Taxes 19:49Tax Tip #8: 706 Portability 22:08Tax Tip #9: Intermediate Installment Sale 24:30Tax Tip #10: Qualified Small Business Stock