All Episodes
Wealth Breakdown — 59 episodes
Why Standard Advice Fails at $25MM Net Worth
WB 11 How One Software Business Saved $150K+ in Taxes with C Corp & QSBS Strategy
WB10 How Business Owners Can Legally Pay Their Kids and Build Tax-Free Wealth
Bloomwood Guide: QTIP Trusts Unraveled - Wealth, Tax, and Family Secrets
Bloomwood Guide: Two-Year Installment Sale
Bloomwood Guide: Creating Massive Wealth by Paying Your Kids to do Real Work
Bloomwood Guide: Get Organized - The Onboarding Process So Good, We Get Paid For It
WB9 Tax Bracket Management
WB8 What is the difference between an LLC and an LLC S-Corp?
Bloomwood Guide: Beneficiary Defective Inheritor Trust (BDIT) - Minimize Estate Tax, Maximize Control
Bloomwood Guide: Defined Benefit Plans, Increased Contribution Limits, Tax Deferred Wealth
Bloomwood Guide: The Augusta Rule - Tax Free Income for Holding Events at Your Home
Bloomwood Guide: Income Shifting for S-Corps, Trust as Shareholder
Bloomwood Guide: Tax-Deferred-Nonqualified-Annuities, Income Smoothing, Tax Bracket Management
Bloomwood Guide: Charitable Remainder Trust w/ Net Income Makeup Provision (NIMCRUT)
Bloomwood Guide: Oil and Gas Investments, Tax Advantages and Strategies
Bloomwood Guide: Income Shifting with Charitable Remainder Trusts
Bloomwood Guide: Family Limited Partnerships, Wealth Transfer and Tax Benefits
Bloomwood Guide: Intra-Family Loans - Tax-Free Wealth Transfer Strategies
Bloomwood Guide: Captive Insurance Benefits and Tax Advantages for Businesses
Bloomwood Guide: Intentionally Defective Grantor Trust IDGT Sales Benefits and Mechanics
Bloomwood Guide: Inter Vivos Charitable Lead Annuity Trust Strategies
Bloomwood Guide: Domestic Asset Protection Trusts
Bloomwood Guide: Spousal Lifetime/Limited Access Trusts
Bloomwood Guide: IRC Section 199A Deduction, Aggregating Trades or Businesses
Bloomwood Guide: Estate Tax Exemption, Portability Planning and Considerations
Bloomwood Guide: Grouping Business Activities, Material Participation, and NIIT Avoidance
Bloomwood Guide: IRA Beneficiary Designations - Trusts QTIPs and Planning Strategies
Bloomwood Guide: Grantor Retained Annuity Trust (GRAT) Planning
Bloomwood Guide: IDGT Sale with Self-Cancelling Installment Note
Bloomwood Guide: Non Qualified Stock Options Exercise Timing Tax Implications and Financial Benefits
Bloomwood Guide: Dynasty Trusts - Gift Tax and Wealth Accumulation Strategies
Bloomwood Guide: Cost Segregation - Maximizing Depreciation and Tax Savings
Bloomwood Guide: Non-Spousal Inherited IRA Planning Tactics After the SECURE Act
Bloomwood Guide: Tax-Aware Investing Maximizing After-Tax Investment Returns
Bloomwood Guide: Incomplete Gift Non-Grantor Trusts
Bloomwood Guide: Trust Decanting - Amending Irrevocable Trusts
Bloomwood Guide - Roth Conversions
Bloomwood Guide - When does it make sense to convert an LLC or S-Corp to a C-Corp?
Bloomwood Guide - Reducing Capital Gains Tax w/ a Charitable Remainder Trust
Bloomwood Guide - Donor Advised Funds
Bloomwood Guide - Direct Indexing
Bloomwood Guide - Tax Loss/Gain Harvesting
Bloomwood Guide - Peter Thiel Roth
Bloomwood Guide - Qualified Opportunity Zones
Bloomwood Guide - Maximizing Capital Gains Exemptions with Qualified Small Business Stock
Bloomwood Guide - Re-Domiciling to Reduce Tax Liability
Bloomwood Guide - Super Funding 529s for Massive Wealth Creation
Bloomwood Guide - Backdoor Roth
Bloomwood Guide - Goals Based Investing
Bloomwood Guide - Interviewing a Financial Advisor as a Business Owner
WB7 Roth Conversion for Business Owner Results in Multi-Generational Wealth
WB6 DSTs vs. Traditional 1031 Exchanges
WB Special Stop Paying a Premium for Terrible Investment Management
WB5 Riding the Quantum Computing Wave AI and the Future of Business
WB4 Quantum Computing Investment Landscape
WB3 Roth Conversions
Wealth Breakdown 2: Buying Tax Credits
Wealth Breakdown 1: Vistage Chair Saves $30,000 on His Tax Bill