All Episodes
Episodes
152 - Step 8 - Investment Planning - Tax Strategy Framework
In this episode, Step 8 of the Tax Strategy Framework, Brent wraps up the series by discussing investment planning and how different investment choices can impact your taxes now and in the future. He walks through...
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151 - Step 7 - Tax Exempt Income & Cash Flow - Tax Strategy Framework
In this episode, Step 7 of the Tax Strategy Framework, Brent walks through different types of tax exempt income and tax free cash flow. He shares practical examples and strategies that can help reduce taxable income...
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150 - Step 6 - Converting Income Types - Tax Strategy Framework
In this episode, Step 6 of the Tax Strategy Framework, Brent discusses income types and why some are taxed much more heavily than others. He explains the difference between wages, self employment income, and...
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149 - Step 5 - Tax Brackets - Tax Strategy Framework
In this episode, Brent breaks down Step 5 of the Tax Strategy Framework, Planning with Tax Brackets. He explains how the U.S. tax bracket system really works, why not all income is taxed at the same rate, and how...
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148 - Step 4 - Entity Structure - Tax Strategy Framework
In this episode, we cover Step 4 of the Tax Strategy Framework: Entity Structure and why it plays a critical role in effective tax planning.
We discuss how entity choices impact taxes, liability, and long-term growth,...
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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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