The Long Game

Tax Planning Opportunities For The Wealthy: Charitable Giving, Real Estate, and Opportunity Zones With Ian Weiner, CFP(R)


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In this episode with Ian Weiner, CFP(R) we chat all things tax planning:

- why you have an obligation to pay the least amount of taxes within the tax code

- why charitable giving is a great option, how to bunch it, etc

- why real estate is a great asset class and tax planning tool

- becoming a real estate professional and why it is so hard but beneficial

- cost segregation studies

- And much more! You will learn a lot in this one. 

...more
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The Long GameBy Thomas Kopelman

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