Top 10 Tax Tips For 2024

An episode of the Retire With Integrity Podcast with Brian Bowen podcast, hosted by Brian Bowen, titled "Top 10 Tax Tips For 2024" was published on January 26, 2024 and runs 27 minutes.

January 26, 2024 ·27m · Retire With Integrity Podcast with Brian Bowen

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Episode Description

In this episode, Brian Bowen and Brett Sharp discuss the top 10 tax strategies that all wealthy people must know. They cover a range of topics including cost segregation, captive insurance, defined benefit plans, tax loss harvesting, 1031 exchanges, opportunity zones, estate taxes, 706 portability, intermediate installment sales, and qualified small business stock. These strategies can help individuals and business owners reduce their tax liabilities and maximize their wealth. As we heaed into tax season these are things you need to know.

00:55Tax Tip #1: Cost Segregation
03:01Tax Tip #2: Captive Insurance
05:46Tax Tip #3: Defined Benefit Plan
06:44Tax Tip #4: Tax Loss Harvesting
08:04Tax Tip #5: 1031 Exchange
10:28Tax Tip #6: Opportunity Zones
15:08Tax Tip #7: Estate Taxes
19:49Tax Tip #8: 706 Portability
22:08Tax Tip #9: Intermediate Installment Sale
24:30Tax Tip #10: Qualified Small Business Stock

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