The restricted property trust (RPT) is a tax strategy for business owners with predictable cash flows that can generate significant tax-advantaged holdings. 

Rhett Grimes and Ken Crabb join Michael to discuss the ins and outs of this strategy.

College tuition and related expenses will be significant expenditures for most families. Fortunately, there are some significant tax advantages to incentivize savings.

Brad Baldridge joins Michael to discuss the ins and outs of the 529 plan, including a discussion of “cycling” and other advanced techniques.

When used correctly, life insurance can be an incredibly powerful tool in a tax efficient investing strategy. When used incorrectly, it can be a big mistake that results in excessive fees and disappointing returns. 

Wallis Tsai joins Michael to discuss the ugly side of the insurance industry, and how investors can get the insurance policy that is actually right for them.

High earners in high income states may have seen their tax bill increase significantly as a result of the SALT deduction caps introduced with the Tax Cuts & Job Act (TCJA).

Amy Sandlin joins Michael to discuss the workarounds that several states have implemented, and the complexities around these solutions.

Delaware Statutory Trusts (DSTs) can be a powerful tax deferral tool for investors who are facing a significant capital gain event and are looking to diversify and take a more passive rule.

Drew Reynolds of Realized joins Michael to walk through the DST process and explain the questions that investors should be asking about like kind exchanges.

Restricted stock units (RSUs) are an increasingly popular form of compensation, especially in the tech industry. Since RSU vesting is a taxable event, it's important for employees to understand the ramifications of this compensation.

Isaac Presley joins Michael to discuss the basics of RSU taxation and several strategies that can be used by investors facing a vesting event.

Electing to be taxed as an S-Corp can be a smart tax move for some companies, and a bad one for others.

Nate Yesner joins Michael to discuss the ins and outs of S Corp elections, including the tax ramifications and other considerations for business owners to evaluate.

The Inflation Reduction Act (IRA) introduced significant incentives for both individuals and companies to make investments that improve the energy efficiency of new and existing buildings. 

Larry Pon joins Michael to discuss the various credits that are available for taxpayers who have invested in solar panels, electric appliances, and even energy efficient doors and windows.

State tax consequences often don't get the consideration they deserve, due to the sheer number of different frameworks that exist. Yet state income tax rates can have a major impact on investors' tax bills. 

Manish Bhatt, Senior Policy Analyst with the Center for State Tax Policy at the Tax Foundation, joins Michael to discuss what makes a sound state tax policy and how poorly structured states can improve.

Cost segregation is one of the most straightforward ways for real estate developers and investors to accelerate depreciation and maximize the tax efficiency of their project. 

Erik Oliver joins Michael to explain how cost segregation studies are completed and discuss other underutilized tax credits available to real estate investors.