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In a world full of financial headlines, it can be tough for high earners to find the right tax solutions. Adding to the dilemma is the fact that most mainstream information caters to those who have less than $1 million in assets. For the wealthy, finding the best strategies can feel like an endless search. Financial products for high-net-worth individuals are not widely circulated. As a result, many are losing out on potential tax benefits and long-term wealth solutions.
That's where tax expert Matthew Chancey comes in. After going through the coursework needed to become a certified financial planner and spending ample time in the construction and real estate industries, Chancey discovered there is a plethora of options for high income earners. The issue is often one of awareness: taxpayers who meet certain criteria may not know what they can do to save on taxes and manage their net worth.
Fortunately, Chancey is quick to share everything he's learned throughout his own financial journey. From how to increase net worth through tax savings to handling one-time wealth events, Chancey sheds light on legal practices that make a difference. He shows how to approach required minimum distributions, annual gifting plans, qualified business income, and life insurance strategies. Privately held companies of all sizes will learn new strategies for sophisticated risk retention planning. International high net worth individuals will find unique investment opportunities to consider. Professionals in tax, real estate, business, and legal industries will learn about solutions that provide benefits for everyone involved.
Throughout Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth Investors, Chancey notes that financial trends come and go. The industry has changed over time. Products that worked in the past may not be the best tool for today's clients. As a result of this evolution, it's essential to know what's currently available. Comparing solutions can help determine the right fit going forward.
Working with a tax expert who discusses tax planning options is the first step toward long-term benefits. When looking for the right one, it's essential to understand the differences between tax preparation and tax planning. Tax preparation typically focuses on putting the right numbers in the right boxes at tax time. This activity tends to center on preparing documents to calculate a tax bill. Tax planning involves strategies to change how income and tax flow. Sessions regarding these solutions are often carried out in the second half of the year. When applied correctly, they can produce tax reductions and wealth protection over time. If your current tax professional doesn't offer this type of meeting, it may be time to look for an expert who does.
Contents
Introduction
Part I: The Matter of Taxes
Chapter 1: The Evolution of Financial Products
Chapter 2: Conflicts of Interest in the Marketplace
Chapter 3: Financial Products as a Solution to Financial Problems
Chapter 4: Increasing Net Worth through Tax Savings
Chapter 5: Meaningful Ways to Reduce Taxes
Chapter 6: Addressing an IRS Audit
Chapter 7: The Essentials of Due Diligence
Part II: Onetime Planning Opportunities
Chapter 8: Onetime Outlier Events
Chapter 9: Discounted Roth Conversions
Chapter 10: Capital Gains
Chapter 11: Stock Options
Chapter 12: The Sale of a Business
Chapter 13: The Sale of Commercial Real Estate
Chapter 14: The Sale of Something Unique
Chapter 15: Opportunities for International Clients
Part III: Annual Planning Opportunities
Chapter 16: Required Minimum Distributions (RMDs)
Chapter 17: Gifting Plans and Charities
Chapter 18: Taxable to Tax-Free Income
Chapter 19: Maximizing Qualified Business Income
Chapter 20: Sophisticated Risk Retention Planning for Privately Held Companies
Chapter 21: Advanced Life Insurance Strategies
Chapter 22: Tax Comparisons and "What-If" Scenarios
Part IV: Profession-Specific Opportunities
Chapter 23: Attorneys
Chapter 24: Real Estate-Related Professionals
Chapter 25: Small- to Mid-Sized Business Owners
Chapter 26: Business Brokers and M&A Consultants
Chapter 27: Tax Professionals
Conclusion
Appendix
