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. […]
Selling a business is a major financial milestone, but sometimes owners are caught with a tax bill they weren’t expecting. This can be the case if proper planning isn’t carried out in anticipation of the transaction. The good news? There are legal ways that could allow you to reduce, defer, or even eliminate taxes when […]
When you think about building wealth through real estate, tax efficiency might not be the first thing that comes to mind. However, understanding tax-efficient real estate investment trusts (REITs) can make a difference in your financial strategy. Whether you’re an experienced investor or just getting started, it can be helpful to know your options, including […]
Real estate investment has long been a component of wealth-building for many high-net-worth individuals (HNWIs). Beyond generating cash flow and building equity, one of its most compelling advantages lies in its tax efficiency. The tax benefits of real estate investment provide investors with powerful tools that have the potential to help them preserve wealth. The […]
When it comes to retirement planning, one strategy for accredited investors with substantial IRA holdings is the discounted Roth conversion. This method is designed for individuals with IRAs exceeding $1 million who are concerned about taxes and are also planning for their retirement and legacy. To make this most of this strategy, it can be […]
If you’re thinking about a discounted Roth conversion, you’ll want to know its tax implications before moving forward. There are certain considerations to make, and you’ll want to think about timing too. Once you know your options, you’ll be able to decide what’s best for your situation, and when a conversion might make sense. Consider […]
Investment Opportunities with Benefits If you earn at least $100,000 in passive income, or have clients that do, there could be a way to put those dollars to work. Doing so could benefit you even more. The advanced tax planning tool is especially helpful if you earn more than $628,300 as a married couple filing […]
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.