Today’s guest is a master at his craft: complex, high net worth tax strategy. Where most CPA’s take a reactive approach to planning, Ian Sloan helps clients be proactive where it matters most.
Our conversation today is a brief masterclass on high-net-worth tax strategies with an emphasis on entrepreneurial leverage. We'll be diving deep into smart tax strategies—from setting up separate LLCs for equipment purchases to optimizing retirement plans and Roth IRAs. Ian will share his expertise on structuring asset acquisitions, managing tax liabilities, and understanding the ins and outs of current tax regulations.
Whether you’re exploring Roth conversions, looking to reduce your tax burden, or planning for retirement, this episode is packed with valuable insights that you don’t want to miss. Plus, we’ll touch on IRS audits, accurate documentation, and the pitfalls of bad tax advice circulating on social media. Stick around as we unpack these crucial topics and much more.
Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/
