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We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while building long‑term wealth.
• 401(k) contribution and plan limits for high earners
• Where RSUs, real estate, and oil and gas fit
• Excess Business Loss caps and their 2025 reductions
• Mortgage interest rules and HELOC tracing considerations
• Charitable deductions at 30% to 60% of AGI
• How to sequence losses, charity, then credits
• Solar investment tax credits and bonus depreciation
• Walkthrough of a $1.5M income optimization model
• State tax impacts and planning windows
• Action steps to engage a tax strategist
Go to https://www.prosperalcpa.com/opportunity report and complete the short survey to see what may be possible for your taxes
By Mark5
55 ratings
Send us a text
We map a clear path for high W‑2 earners to cut taxes by stacking business losses, targeted charitable deductions, and solar credits. A simple $1.5M case study shows how careful sequencing can drive liability from $450k toward $55k while building long‑term wealth.
• 401(k) contribution and plan limits for high earners
• Where RSUs, real estate, and oil and gas fit
• Excess Business Loss caps and their 2025 reductions
• Mortgage interest rules and HELOC tracing considerations
• Charitable deductions at 30% to 60% of AGI
• How to sequence losses, charity, then credits
• Solar investment tax credits and bonus depreciation
• Walkthrough of a $1.5M income optimization model
• State tax impacts and planning windows
• Action steps to engage a tax strategist
Go to https://www.prosperalcpa.com/opportunity report and complete the short survey to see what may be possible for your taxes