Tax-efficient investments like covered call ETFs and methods to offset crypto gains through opportunity zones are referenced.
The episode examines the tax implications of different retirement and college savings accounts, and provides guidance on choosing the appropriate account based on tax situation.
The episode covers various tax strategies relevant to entrepreneurs and real estate investors, such as qualified small business stock (QSBS), 1031 exchanges, and entity selection.
The podcast episodes cover a wide range of tax strategies and their application in various financial contexts, from personal finance to real estate investing and entrepreneurship.
For example, the episode 'Billy Carson Teaches Financial Literacy' discusses specific tax deductions available to the self-employed, while 'Q&A: Buy a House or Build My Base, 7% 401(k) Match, & Selling a Business for $1.5M' covers tax optimization techniques like opportunity zones and 1031 exchanges.
Other episodes, such as 'Mad Money w/ Jim Cramer 7/1/24' and 'Policy Pointers: Tax-Free Retirement', focus on the tax implications of various retirement and college savings accounts, providing guidance on choosing the appropriate account based on one's tax situation.