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Join Bronson Hill on the Mailbox Money Show for a replay of the live webinar "Winning the 2025 Tax Game," where high-net-worth investors and real estate pros dive deep into proven, legal strategies to slash taxes, protect wealth, and keep more money working for you in 2025 and beyond.

Panel:

KC Chohan:

Founder specializing in charitable structures (private foundations, donor-advised funds, asset donations) that deliver up to 50% AGI deductions while maintaining control and legacy—perfect for physicians, attorneys, and multi-seven-figure earners.

Rob McBride: Experienced CPA focused on real estate investors and pass-through businesses; covers maximizing deferrals, capital loss harvesting, cost segregation, real estate professional status, recapture risks, and proper entity setup for massive savings.

Caleb Guilliams: Author of The And Asset; explains optimized whole life insurance as a tax-deferred, tax-free-access storage vehicle for capital, plus how to leverage it for real estate, business acquisitions, and generational wealth transfer.

From Augusta Rule rentals and paying your kids to bonus depreciation pitfalls, proactive quarterly planning, and building the right advisory team, this session delivers high-impact ideas to minimize your IRS bill without sacrificing growth or lifestyle. Ideal for active real estate investors, business owners, and anyone serious about mailbox money in a changing tax landscape.

TIMESTAMPS

0:40 - Event Overview: Winning the 2025 Tax Game

2:48 - Panelist Intros: Rob McBride, Caleb Guilliams, KC Chohan

3:55 - KC Chohan: Charitable Strategies & Philanthropy Structures

7:02 - Rob McBride: CPA Perspective, Entity Optimization, Tax Planning

9:58 - Caleb Guilliams: Whole Life Insurance for Tax Efficiency & Capital Storage

12:05 - Low-Hanging Fruit: Entity Structure & QBI Benefits

13:02 - KC: Right Entity Type Can Reduce Taxes 50%

16:28 - Rob: Maximize Retirement Deferrals & Capital Loss Harvesting

19:46 - Caleb: Augusta Rule, Paying Kids, Depreciation via Real Estate

24:18 - Bonus Depreciation & Accelerated Write-Offs (KC & Rob)

27:26 - Recapture Risks & Long-Term Holding Periods (Rob)

30:07 - Life Insurance Benefits: Tax-Deferred Growth & Tax-Free Access (Caleb)

34:23 - Team Building & Proactive Quarterly Planning (KC)

37:10 - Books & Resources Recommendations

39:34 - 2026 Outlook: TCJA Permanence & Bonus Depreciation Focus

43:55 - Panelist Contact & Resources Round

Joint the Wealth Forum: bronsonequity.com/wealth

Connect with the Guests:

KC Chohan

Website: https://www.togethercfo.com/

Rob McBride

Website: mrmcpas.com

Caleb Guilliams

Website: taxandassets.com

Email: [email protected]

#TaxStrategy

#TaxPlanning

#RealEstateTax

#Depreciation

#CharitableGiving

#LifeInsurance

#EntityStructure