Success Strategies for Dental Practice Owners

Ep 29: Unlocking Tax Alpha: Improving Assets in Opportunity Zones

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Ross Brannon is a seasoned professional well-versed in tax planning strategies for high-income earners, with a background as a traditional financial advisor. Brannon's perspective on the subject is deeply interwoven with his belief in helping individuals legally save taxes and maximize their wealth through careful tax planning. This perspective, shaped by his experiences, emphasizes the importance of understanding tax brackets and making the best use of deductions and strategies to optimize tax savings. Brannon firmly believes that individuals earning over $400,000 have a tax problem rather than an income problem, and he offers tailored solutions for these high earners, from utilizing retirement plans and cash balance plans to offering non-traditional investment opportunities. His ultimate goal is to provide personalized and comprehensive tax planning services to high-income earners to help them achieve their financial goals.


Here’s what to expect this episode:

  • Tax planning is crucial for high-income earners to save taxes and optimize financial outcomes.
  • Tax planning is beneficial for individuals making over $400,000 due to the complexity of their financial situation.
  • Tax planning is essential for dentists selling their practices to reduce tax liabilities.
  • Investing in Opportunity Zones allows for the deferral and elimination of capital gains taxes.
  • Eliminating capital gains tax through Opportunity Zone investments can offer significant tax benefits for accredited investors.

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    Connect with Ross Brannon:

    https://rossbrannon.com/

     

    Connect with Stan Kinder:

    https://www.everythingdso.com/

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    Success Strategies for Dental Practice OwnersBy Stan Kinder