Vendor Spotlight – Bay Tax

from Exponential · host 2^n

In this episode of Exponential, hosts Kyle Shoemaker (Fifth Avenue Family Office) and guest host Matt Burskey (filling in for Brett Kaplan) spotlight Brian Yormark, Partner at BAY TAX—a key 2^n vendor unlocking advanced tax strategies for family offices amid 2025's One Big Beautiful Bill (OBBBA) changes like 100% bonus depreciation reinstatement, full R&D expensing, and potential capital gains rate drops to 15% with inflation indexing. Dive into high-impact tactics: cost segregation for turbocharging real estate cash flow (with real-world surprises and compliance tips), research tax credits as overlooked gems for operating companies (including retroactive 2022-2024 refunds), and capital gains deferral for seamless liquidity events—all preserving wealth without disrupting investments, tailored for multi-generational portfolios.

Episode metadata supplied by the publisher feed · Published Feb 18, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

Vendor Spotlight – Bay Tax

0:00 1:14:01

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Koach.net Podcast Koach.net In an age of increasing complexity and exponential change, it is not always clear what you need to do to achieve your goals and reach your full potential. Eventually everyone needs some help, and when that time comes, the perfect coach is waiting for you at Koach.net. Exponential Africa Be Exponential Exponential Africa podcast brings you the best thought leadership and innovation from around the world. Hosted by Mic Mann, this podcast aims to bring you impactful knowledge and ideas featuring discussions around exponential technologies, disruption, and how to leverage cutting-edge ideas to future-proof your business. Mic interviews and discusses the future of technologies such as Artificial Intelligence, Robotics, 3d Printing, IoT, Biotechnology and more, as well as global grand challenges such as energy, education, food, water and prosperity. Let's #futureproofAfrica together. Exponential Wisdom Dan Sullivan of Strategic Coach & Peter Diamandis of XPRIZE / Singularity University Dan Sullivan and Peter Diamandis discuss how exponential technologies are creating massive opportunities for entrepreneurs all over the world. Azeem Azhar's Exponential View Azeem Azhar How will the future unfold? What is the impact of AI and other exponential technologies on business & society? Join Azeem Azhar, founder of Exponential View, on his quest to demistify the era of exponential change.

Frequently Asked Questions

How long is this episode of Exponential?

This episode is 1 hour and 14 minutes long.

When was this Exponential episode published?

This episode was published on February 18, 2026.

Can I download this Exponential episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!