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74 - The 831(b) Wake-Up Call: What Advisors Are Missing in Risk Management
Manage episode 520017220 series 3367297
In this episode, Dr. Jackie Meyer, CPA and Vardan Pogosian, CPA explore the effective investment strategies and the significant tax savings that can be achieved through careful financial and risk planning with captive insurance as a tax planning strategy and protection vehicle. They discuss the potential growth of investments over time, emphasizing the importance of tax deferral and the benefits of arbitrage in wealth management. Meyer and Pogosian highlight how strategic financial decisions with insurance risk planning can lead to substantial savings and growth, particularly in the context of long-term planning and insurance liquidation.
🔗 Connect with Vardan Pogosian, CPA
https://www.linkedin.com/in/vardan-pogosian-cpa-96977457/
https://pogosiantp.com/
🔗 Connect with Dr. Jackie Meyer
Jackie's LinkedIn at https://www.linkedin.com/in/jackiemeyercpa
Jackie on Instagram @jackiemeyerCPA
Jackie's work at https://www.jackiemeyercpa.com
This episode is brought to you by TaxPlanIQ:
https://www.taxplaniq.com
Join the TaxPlanIQ newsletter here ➡️ https://www.taxplaniq.com/newsletter-signup-listeners
Make sure you head to https://www.taxplaniq.com/podcast for your listener exclusives!
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Takeaways:
- If he does this for five years, he's going to have close to seven, eight million.
- 370K taxes per year they're saving, which over a 10 year period would add up to almost four mil.
- The deferral until you liquidate the insurance company later down the road is crucial.
- Arbitrage can significantly impact your cap gains rate.
- Long-term financial planning is essential for maximizing growth potential.
- Investments can grow substantially with the right strategies in place.
- Tax deferral plays a key role in wealth accumulation.
- Understanding cap gains is important for financial success.
- Insurance liquidation can provide additional financial benefits.
- Strategic financial decisions lead to substantial savings and growth.
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#JackieMeyer #AccountingFirm #TaxPlanning #AccountingTips #FinancialPlanning #TaxStrategies #CPA #Accounting #WealthManagement #InvestmentStrategies #TaxSavings #Arbitrage #CapGains #InsuranceLiquidation #TaxDeferral #captive #insurance
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