Derek Price

17

Nov, 2020

ATL Community Gathering

Topics discussed

Selected Tax Rates
Winning the Money Game
10 Final Wealth Plays

14

Oct, 2020

ALL-In ATL Gathering

Repositioning a business after purchasing it – insights from Rob
Change from the inside out
Freedom tax
Business forecasting
Rough draft P&L by the 10th
Final P&L by the 20th of each month
“A” time discussion
Employee pre-review ideas

8

Sep, 2020

ATL All-IN Gathering

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Preemptive Tax Strategies

Discussed in these eight concept slides:

Entity selection
Passive activity losses
Control the timing of the sale or transfer of ownership
Pension and retirement accounts
Choice of entity formation location
Cash without income
Make sure your income is from the most tax efficient source
Multiple entity strategies

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