Section 1202 contains one of the most substantial tax incentives out there, but many investors and founders are unaware that it even exists.

Dan Mayo, leader of Withum's National Tax Services Group, joins Michael to discuss the ins and outs of Qualified Small Business Stock (QSBS).

For real estate developers, there can be significant advantages associated with how gains on their transactions are classified from a tax perspective.

Gerry Reihsen joins Michael Johnston to discuss creative strategies for ensuring that real estate transactions generate capital gains and not ordinary income.

Real estate can offer significant tax efficiencies when added to a long-term portfolio. But there are lots of nuances that can create headaches if not handled properly. 

Whitney Elkins-Hutten joins Michael to discuss five ways that real estate can generate tax efficiencies for investors.

Setting up a Roth IRA is a great retirement planning move. But many investors could get a lot more out of their Roth by venturing beyond the "big box" providers.

Carrie Cook, CEO at Preferred Trust, joins Michael Johnston to discuss the opportunities that exist with self directed IRAs, and the specific restrictions around shares of a startup company.

The 1031 exchange is one of the most powerful tax savings opportunities available to U.S investors. But it's also one of the easiest to screw up.

Marc Hershberg, Managing Partner and CEO at Topaz Capital Group, joins Michael Johnston to discuss the important milestones in a 1031 exchange and how investors can avoid running afoul of the regulations.

Just as individual investors can use the tax code to boost their returns, savvy real estate developers can maximize returns to their investors by identifying all credits and incentives available to them.

Barrett Linburg joins Michael to discuss how his firm uses a number of different incentives in the Texas multifamily market to generate superior risk-adjusted returns while maintaining low risk profile.

Michael Johnston of Tax Efficient Investor answers some of the most commonly asked questions about tax efficient investing, include listener queries about Roth IRAs, 529 Plans, and more.

This episode was originally recorded live on September 20, 2023.

Donor advised funds (DAFs) are gaining in popularity as a way for business owners to minimize their tax burden while also supporting meaningful causes.

Kim Ledger and Joe Gianforte join Michael to discuss how High Net worth Investors can use DAFs most efficiently, including to minimize the tax impact from a business sale.

Custodial accounts can be a great way to get around estate taxes, especially in states with limits significantly below the federal threshold. UTMAs can offer some marginal short-term tax savings, but lack many of the advantages of 529s when it comes to saving for college.

Alvin Carlos of District Capital Management joins Michael to discuss the benefits and drawbacks of opening a custodial account for your child.

For many investors, accumulating assets is relatively easy and straightforward. What can be a lot harder is the process of de-accumulation.

David Graham joins Michael to discuss the tax arbitrage opportunities available to investors who strategically place asset classes, use ETFs instead of mutual funds, and harvest capital gains at opportune times.