EP 112 - Navigating Complexities In Tax & Wealth Planning W/ Ryan Sweet The Mark Perlberg CPA podcast

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EP 112 - Navigating Complexities in Tax & Wealth Planning w/ Ryan Sweet

2d ago 35:51

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Mark Perlberg and Brian Sweet discuss strategies for building and protecting wealth beyond tax savings, with an emphasis on what to do with cash after receiving tax refunds from bonus depreciation and other tax benefits. They explore holistic wealth planning approaches that balance immediate tax benefits with lifetime tax minimization.
• Brian Sweet shares his 47 years of experience in the wealth management business, serving clients across 38 states
• Entrepreneurs with volatile income should prioritize having 6+ months of cash reserves before pursuing other investment strategies
• Tax-efficient investment vehicles can help control when and how investment gains are recognized
• The difference between minimizing taxes today versus minimizing lifetime tax burden requires comprehensive planning
• Current historically low tax rates create opportunities for strategic moves like Roth conversions
• Advanced capital gains strategies can generate offsetting losses, potentially turning a $1M gain into just $360K taxable
• One client saved $2M in taxes through strategic Roth conversions alone
• Working with qualified professionals is essential as DIY tax planning often misses sophisticated opportunities
• Future tax rates will almost certainly increase due to growing national debt
To learn more about wealth management strategies, contact Brian at [email protected] or visit sweetfinancial.com. For tax planning assistance, visit prosperlcpa.com/apply.

Chapters

1. Welcome and 100% Bonus Depreciation (00:00:00)

2. Strategies for Entrepreneurs with Volatile Income (00:03:25)

3. Coordinating Assets for Retirement Planning (00:07:36)

4. The Future of Tax Rates (00:12:10)

5. Advanced Capital Gains Planning Strategies (00:17:32)

6. The Power of Roth Conversions (00:24:03)

7. Q&A and Key Takeaways (00:31:10)

112 episodes

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