Accredited Investor Podcast · 2023-06-26 · 48 min
"All taxes are not the same in nature. Different strategies are effective on different types of tax problems. " Ross Brannon Ross helps high incoming and high net worth clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. Tax Alpha strategies are largely esoteric. Ross works with Accredited Investors and Qualified Purchasers to solve the following tax issues: • High Income tax payers (1M+) reduce AGI by 50% • Investors exercising stock options / selling stock at a profit / retiring with company stock inside your retirement plan (NUA) • Investors selling a business / real estate (We take over and backend the allocation work done by CPAs & Tax Attorneys for an additional tax benefits) • Investors converting traditional (1M+ or greater) IRAs to Roth IRAs • Investors needing tax deductions or tax credits Ross is also the host of Financial Flossing Podcast which is a must-listen for dental professionals who own dental practices.
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