Keeping our community on the cutting edge of tax, business and more
We produce weekly content for both the general public as well as more exclusive content for our client community. Our focus is on fresh tax strategies, relevant law changes and business opportunities.
Founders Under Pressure QSBS Part III
In this Founders Under Pressure clip, John breaks down one of the biggest misconceptions around Qualified Small Business Stock (QSBS): founders hear about the potential tax-free capital gains exclusion, but many never realize certain industries are excluded entirely.
1031 Exchange Alternatives: How Real Estate Investors Reduce Capital Gains Taxes (US Tax Strategy)
Most investors rely on a 1031 exchange to defer capital gains taxes… but it’s not always the most flexible option. In this clip, we break down why traditional 1031 exchanges can limit your strategy — and how tools like cost segregation can still help reduce tax exposure, even after a property is sold. If you’re a real estate investor or business owner, understanding these alternatives can make a significant difference in your long-term returns.
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