You’ve likely put in long hours to build a business and grow wealth. You may have also realized that the more you earn, the more challenges you can face. This is especially true for tax exposure. Your business gains, portfolio income, and investment exits can all lead to complex tax bills. For this reason, you’ll […]
There are different ways to build wealth, and you may have put in long hours growing a business or building an investment portfolio. At this point, you’re likely interested in preserving and growing your accumulated wealth. However, as my clients often share with me, there can be challenges related to accessing your hard-earned funds. These […]
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If you carry out an asset sale, you could face a significant capital gains tax bill if you’re unprepared. I work regularly with clients to show ways to manage the sale of stocks, real estate, and business. One option to consider is the Opportunity Zone, as it can have advantages such as tax deferral. Opportunity […]
If you’re an accredited investor with access to private equity deals, you’re already familiar with the opportunity they offer for outsized returns. But what often gets overlooked is how these investments can also help you significantly reduce your tax burden. Private equity investing strategy isn’t just about what you earn—it’s also about what you keep. […]
If you’re a high-income earner, you may have noticed your tax bill get higher with each new success. That said, there are smart ways to keep more of what you earn. For investors looking to reduce tax exposure and preserve wealth, alternative investments can provide tax mitigation strategies that go beyond traditional tools available to […]
As your income grows, so does your tax bill—and often disproportionately. If you’re a high-income earner, you already know the sting of paying top-bracket rates on both earned and investment income. But here’s the good news: you don’t have to let taxes erode your wealth. By using tax-efficient investment strategies, you can reduce your tax […]
Planning for the future of your business is a much-needed (though sometimes overlooked) task, especially when it comes to tax efficiency. A well-structured succession plan could help with a smooth transition and tax savings. Without any planning, as a business owner, you could face certain scenarios such as high estate taxes, capital gains taxes, and […]
Selling a business is a big achievement, but without the right planning, it can also come with a major challenge—capital gains taxes. If you don’t use a tax planning strategy, you could lose a large portion of your profits to taxes. However, with smart planning, you may be able to reduce or defer capital gains […]
When investing in real estate, an advantage can be that the property should appreciate over time. While selling might seem like the next logical step, capital gains taxes can take a substantial bite out of your profits. Fortunately, there are several strategies to defer these taxes and keep more of your wealth working for you. […]
Matthew Chancey is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Tax Alpha Companies. Investment Advisory Services are offered through Realta Investment Advisors, Inc., and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.