In this episode, Ben and Alex dive into the real-life tax quirks, small business loopholes, and investment mistakes that they see every week working with clients. They start with a client case involving the sale of a C-Corporation and the Qualified Small Business Stock (QSBS) exclusion, explaining how some owners can completely avoid capital gains taxes when selling their company.

The conversation then moves into year-end tax planning, the traps of putting municipal bonds inside IRAs, and why chasing “hot” tech or AI stocks can backfire. It’s a candid, down-to-earth talk about how small mistakes or misunderstood tax rules can quietly cost investors thousands, and how to spot them before they do.

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