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Welcome to our latest episode!
Join host Bronson Hill for the 2024 Tax Strategy Summit webinar, featuring an expert panel sharing actionable tax strategies for passive investors and entrepreneurs.
Courtney Moeller, a tax strategist at Diversified Investment Partners, specializes in oil and gas investments, offering 80-90% deductions against any income, even W2, with no real estate professional status required.
James Rainwater CPA, founder of Rainwater CPA, advises entrepreneurs on business structures and tax planning, emphasizing proactive strategies like tax loss harvesting and oil and gas investments.
Mark J. Kohler, CPA, attorney, and founder of Main Street Tax Pro, trains advisors nationwide and shares year-end tips like S-corp elections, family board meetings, and charitable remainder trusts for wealth preservation.
Discover how to leverage bonus depreciation (potentially returning to 100% under President-elect Trump), oil and gas deductions, family office strategies, and charitable trusts to minimize taxes. Learn why proactive tax planning—through quarterly advisor meetings—is key to building wealth.
TIMESTAMPS
01:16 - Panel introductions: Courtney Moeller, James Rainwater CPA, Mark J. Kohler
02:38 - Bonus depreciation: Will it return to 100% under Trump?
05:45 - Oil and gas: Courtney on 80-90% deductions against any income
07:00 - Year-end strategies: Mark on high earners’ tax-saving options
10:16 - Planning ahead: James on 2024 vs. 2025 tax strategies
11:56 - Alternative investments: Solar, farmland, and beyond
13:55 - Family office: Mark on tax-deductible board meetings
15:19 - Hiring kids: James on shifting income to lower tax brackets
17:35 - Courtney’s approach: Paying kids in crypto, charitable donations
19:29 - Roth IRAs: Mark on funding kids’ tax-free wealth
21:42 - When to hire a tax strategist: Mark and James on proactive planning
25:58 - Sourcing deals: Courtney, James, and Mark on finding tax-advantaged investments
30:58 - Mark’s 10 year-end tax tips: S-corps, HSAs, 401ks, and more
37:31 - Charitable trusts: James and Mark on CRUTs and multipliers
41:02 - Courtney’s advice: Find a CPA who invests and strategizes
46:39 - Q&A: Side businesses, short-term capital gains, LLCs
56:24 - Connect with the panelists
57:57 - Wealth Forum and 2025 Investing Outlook Summit details
Connect with the Guests:
James Rainwater:
Website: https://rainwatercpa.com/
Courtney Moeller:
Website: courtneymoeller.com
LinkedIn: https://www.linkedin.com/in/csmoeller/
Oil & Gas Report: http://oilandgasreport.net/
Mark J. Kohler:
Podcast: https://mainstreetbusinesspodcast.com/
Youtube: https://www.youtube.com/@MarkJKohler/featured
Website: https://markjkohler.com/
#TaxStrategy
#PassiveInvesting
#OilAndGas
#BonusDepreciation
#FamilyOffice
#WealthBuilding
#CharitableTrust