taxes

16

Aug, 2022

ATL Community Gathering

Kevin Bassett, Rob’s Financial CPA, was our Guest Presenter. He shared six tax strategies with the group.

Rob also did a Bathtub Review:

Ignorance
Tax without Strategy
Lifestyle Values
Fee Drag
Inflation

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