Tax Efficient Strategies!

Whether you are a high net worth individual or family, a pro athlete or a successful business owner, we are all looking at options for more tax efficient strategies. In this episode, Aggie covers some of those options available and discover which opportunities may exist for you!

Foundations of Tax Efficiency: Understand the essential tax principles that every high earner should know—whether you're running a business, managing a growing portfolio, or navigating sudden wealth.

Smart Structures & Strategic Accounts: Learn how to filter wealth through optimized business entities and the differences between taxable vs. tax-advantaged accounts that can help reduce your tax burden.

Maximize Deductions with the Right Vehicles: Discover which investment vehicles, business expenses, and real estate strategies (including depreciation) can unlock powerful tax deductions.

Investing for Efficiency: Explore how to position your portfolio using tax-efficient investments, balance short-term vs. long-term capital gains, and align with long-term wealth-building goals.

Give and Grow: Charitable & Legacy Planning: Uncover how strategic charitable giving, estate planning, and wealth transfer tactics can protect your legacy while offering significant tax advantages.

Smart money moves for smart money wins!

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