All Episodes
Episodes
147 - Step 3 - Tax Credits - Tax Strategy Framework
In this episode, Brent continues the Eight-Step Tax Strategy Framework and focuses on Step 3: Tax Credits. While deductions reduce taxable income, tax credits reduce tax directly and can create powerful savings when...
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146 - Step 2 - Defer Income-Accelerate Expenses - Tax Strategy Framework
In this episode, Brent continues the Eight-Step Tax Strategy Framework by explaining Step 2: Defer Income and Accelerate Expenses. Although this strategy sounds simple, Brent breaks down why timing can significantly...
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145 - Step 1 - Deductions - Tax Strategy Framework
In this episode, we begin the Eight-Step Tax Strategy Framework by focusing on Step 1: Deductions, which is one of the most important and often overlooked parts of tax planning. Brent explains how deductions work for...
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144 - Tax Strategy Framework summary - 8 Key Items to Consider
In this episode, Brent introduces his 2025 Year-End Tax Strategy Series, starting with a high-level walkthrough of the 8-Step Tax Planning Framework he uses with clients. Instead of focusing only on popular one-off...
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143 - Avoid paying tax on gains through Opportunity Zone investments
143 - Avoid paying tax on gains through Opportunity Zone investments
Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd...
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142 - LLC Myths & What They Really Mean for Taxes and Wealth
142 - LLC Myths & What They Really Mean for Taxes and Wealth
Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd...
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141 - Owning Real Estate in Self Directed Retirement Accounts
141 - Owning Real Estate in Self Directed Retirement AccountsDo you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community?
We'd love to...
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140 - Sell a business tax free? Up to $15 million tax free gain under new law
140 - Sell a business tax free? Up to $15 million tax free gain under new lawDo you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the...
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139 - Can a Doctor’s Note Make the IRS Pay for Your Pool?
139 - Can a Doctor’s Note Make the IRS Pay for Your Pool?Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community?
We'd love to...
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138 - Big Beautiful Bill - 9 key items for individuals, investors, and business owners
138 - Big Beautiful Bill - 9 key items for individuals, investors, and business ownersDo you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in...
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137 - Self-Directed IRAs: The Good, The Bad, and The Ugly
137 - Self-Directed IRAs: The Good, The Bad, and The UglyDo you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community?
We'd love to...
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136 - Paying tax on something you didn't sell - Realized vs Unrealized Gains
136 - Paying tax on something you didn't sell - Realized vs Unrealized Gains
Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the...
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