Stop letting bad investment timing force you into selling assets at the wrong moment. Gary Pricer from Stonebriar Wealth Advisors joins us to explain how the Cash Flow Clock helps you align tax strategies with your business cash flow. You will learn how to build a financial buffer so you…
The IRS 90-day window for conservation easements is closing fast. Failing to act now could lead to massive 40% IRS tax penalties and the total loss of your tax deductions. This video explains the new rules and who needs to take immediate action before time runs out. Your host: David…
Are your conservation easements at risk of an IRS tax audit? Tax courts are currently slashing deductions by up to 97%, making many popular strategies high-risk. David Wiener breaks down which real estate tax strategies are still considered legitimate and how to protect your assets from scrutiny. Subscribe for more…
Avoid losing your tax deduction with these lessons from recent tax court cases. We break down why deductions in cases like Jackson and Beaver Dam Creek Holdings were reduced or denied due to strict Section 170 substantiation rules. This analysis is essential for anyone handling complex appraisals or tax filings…
Received an IRS notice for your conservation easement deduction? Here is how to respond. Learn the critical first steps tax advisors take to assess your claim, specifically focusing on the Contemporary Written Acknowledgement (CWA). This breakdown helps taxpayers and advisors understand exactly what the IRS looks for when auditing these…
Learn how a conservation easement helps you keep your land while protecting its future. This guide explains how property owners use these agreements to limit development while retaining ownership rights. If you are a landowner considering land conservation or looking to understand tax deduction rules, this overview covers the essentials.…
Avoid a surprise tax liability after your cost segregation study. Learn how property sales trigger unexpected bills years later. Many real estate investors complete a cost segregation study to accelerate depreciation, but few realize the long-term tax consequences during an eventual property sale. This video explains the mechanics behind depreciation…
The IRS just opened a 90-day window for syndicated conservation easement settlements. Act now to avoid 40% penalties and a full deduction loss. If you or your clients have participated in a syndicated conservation easement, this discussion is critical. We sit down with a former IRS insider who managed the…
Master your financial future by forecasting cash flow and tax needs today. Effective planning starts with knowing exactly where your money is going and aligning those numbers with your long-term retirement goals. This guide breaks down the essential steps to building a sustainable roadmap for your personal finances. Subscribe for…
This episode addresses the "Widow's Tax Trap," a significant concern in proper tax planning where surviving spouses may face financial disadvantages. We explore how filing as single instead of married can lead to substantial losses, impacting long-term financial stability. Understanding this tax strategy is essential for effective retirement planning. Your…
Master your financial planning with expert insights on money management. Learn actionable investment strategies to secure your future. This discussion brings together two perspectives on navigating complex financial landscapes. Whether you are looking to refine your personal finance habits or seeking clarity on broader market movements, this conversation breaks down…
Bad timing destroys more wealth than bad investments ever will. In this episode of The Tax Strategy Playbook, David Wiener (Mr. Cash Flow) sits down with Gary Preisser — Managing Partner of Stonebriar Wealth Advisors and creator of the Cash Flow Clock — to break down exactly how business owners,…
This video emphasizes the crucial need for portfolio diversification, especially when considering reit investing. We discuss why placing all your assets into a single real estate investment trust can be risky, potentially impacting your heirs. It is important to understand that a diversified investment approach is key for long-term financial…
Our latest discussion centers on effective financial planning, especially when viewing assets as tools rather than trophies. We explain the critical role of understanding cash flow and how proper asset management can significantly impact your financial outlook. This episode is essential for anyone looking to optimize their personal finance and…
This video shows how to diversify a 1031 exchange by investing in Delaware Statutory Trust (DST) properties. These pre-packaged, stabilized, and cash-flowing properties allow investors to immediately begin receiving their portion of the income, making it a smart real estate investment. Learn more about these investment strategies for passive income.…
For business owners and those in real estate investing, it's crucial to take time to sketch out your financial future. Mark significant cash flow events and tax spikes over the next decade to gain clarity. If this projection causes anxiety, it's a clear sign to redesign your tax planning and…
A tax strategist or tax planner looks forward with you to minimize your lifetime taxes. The goal is not to eliminate your tax bill this year, but to implement effective tax strategies and tax advice to pay the least amount of taxes over the course of your lifetime. This approach…
Landlords can avoid a significant tax burden on gains and depreciation recapture by utilizing a 1031 exchange into a DST. This strategy helps mitigate capital gains tax, offering a path to institutional-grade passive income. By then up-REITing into a liquid REIT portfolio, investors can implement effective tax strategies for wealth…
This video addresses misconceptions about using Delaware Statutory Trust as temporary parking spots for real estate investing. It emphasizes that for the most profitable outcome, DST investments should be allowed to follow their full plan, which may involve a 5-7 year hold period before purchasing a new property, offering robust…
We discuss how tired landlords can exit active management without incurring significant capital gains tax and depreciation recapture. This video highlights effective 1031 exchange strategies, specifically using Delaware Statutory Trusts (DSTs), for passive investing in investment properties. This approach offers crucial tax benefits and helps individuals avoid capital gains tax,…
Our latest discussion centers on effective tax planning, especially for those involved in real estate investing, highlighting how proper tax strategies can significantly impact your financial outlook. We explain the critical role of understanding tax deductions and navigating IRS regulations to avoid common pitfalls. This episode is essential for anyone…
This video clarifies crucial rules for IRA real estate investments, particularly emphasizing that you should not directly handle your investment property. We discuss how to properly work on an IRA-owned property and the role of self directed ira accounts in real estate, offering insights vital for your retirement planning. Understanding…
This video discusses how using an IRA asset for personal use is a direct violation of tax rules, which is crucial for proper personal finance. It highlights how such actions can lead to the entire IRA being considered distributed, impacting your retirement planning. Understanding these pitfalls is essential for safeguarding…
This episode focuses on common pitfalls and mistakes associated with using a "self directed ira", especially for "real estate investing". We discuss how errors, including record-keeping nightmares, can jeopardize your "retirement planning". Understanding these issues is crucial for anyone considering or already using an IRA for property investments to avoid…
