Tax Alpha Solutions
Effective Tax Management Strategies for High-Net-Worth Investors
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Narrado por:
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Dustin Ebaugh
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De:
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Matthew Chancey
Acerca de esta escucha
Wealth Management for High Earners: Know the Options Available to You
There’s good news for investors: legal, tangible tax strategies are out there—they just need to be found. In *Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth Investors*, Matthew Chancey unveils specific, tested tax solutions for accredited investors and those who are eligible. Accredited investors meet certain thresholds, including a net worth of at least $1 million, not counting their main residence. These investors, and individuals with higher levels of net worth, have unique tax opportunities available to them. Based on their level of earnings and investments, they can access products that have the potential to help them effectively manage their tax strategies and meet or surpass their long-term goals.
Throughout the chapters, Chancey draws on his ample experience of working with high income clients around the nation and globe. He shares techniques he’s implemented to help individuals and families manage their taxes. He lays out plans that have enabled clients to protect their wealth over the long-term. High-net-worth investors and those who aspire to wealth will discover a world of possibilities. They’ll learn about commonly overlooked strategies, including chances to plan wisely when a one-time wealth event occurs. In addition, professionals in legal, tax, and real estate-related industries will gain insight on how to apply these products to their niches. Overall, listeners will gain knowledge on paths to consider that could help them make business and personal financial decisions.
©2024 Matthew Chancey (P)2024 Matthew ChanceyRelacionado con este tema
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Historia5 out of 5 stars 27
Historically, women of color have been shut out of the wealth-building game. Cassandra Cummings has made it her mission to change that by creating a vibrant and successful online community of more than 100,000 women investors. In her new book, Cassandra brings the powerful lessons of their achievements to you.
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4 out of 5 stars
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Straight to the point and Informative
- De Aleena en 06-25-23
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Miss Independent
- A Simple 12-Step Plan to Start Investing and Grow Your Own Wealth
- De: Nicole Lapin
- Narrado por: Nicole Lapin
- Duración: 9 h y 12 m
- Versión completa
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General4.5 out of 5 stars 62
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Narración:5 out of 5 stars 49
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Historia5 out of 5 stars 49
You’ve worked hard for your money and now it’s time for your money to work for you. Growing your money significantly doesn’t require starting with a lot of money. It requires a little bit of knowledge about taking smart risks and as much time as possible to take advantage of the glorious power of compound interest. From automating your savings to easy, no-stress investing strategies, Nicole will teach you how to take your financial knowledge and portfolio to the next level and start you on your journey to your ultimate destination: true financial independence.
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5 out of 5 stars
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Another Excellent Book by Nicole Lapin!
- De kathycronin en 09-21-22
De: Nicole Lapin
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What Your CPA Isn't Telling You
- Life-Changing Tax Strategies
- De: Mark J. Kohler
- Narrado por: Mark J. Kohler
- Duración: 4 h y 30 m
- Versión completa
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General4.5 out of 5 stars 351
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Narración:4 out of 5 stars 302
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Historia4 out of 5 stars 302
Tackling the fundamental question asked by all taxpayers - How can I save on taxes? - attorney and CPA Mark J. Kohler empowers you to dismiss standard CPA viewpoints like "your tax payment is what it is" and "you just make too much money." Simplified through the mastery of storytelling, Kohler invites you to immerse yourself in the compelling tale of a typical family's tax awakening. Through their journey, you'll discover critical but underutilized tax strategies to achieve huge tax savings.
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3 out of 5 stars
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From one CPA to another
- De JG Knox en 06-30-14
De: Mark J. Kohler
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Unleash Your Transformation
- Using the Power of the Flywheel to Transform Your Business
- De: Marco van Kalleveen
- Narrado por: Zack Sage
- Duración: 8 h y 26 m
- Versión completa
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General0 out of 5 stars 0
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Narración:0 out of 5 stars 0
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Historia0 out of 5 stars 0
UNLEASH YOUR TRANSFORMATION is an empowering book for business leaders. Change is the new norm as organizations need to stay ahead in an ever-faster-changing world. However, changing the status quo is hard and challenging. So how do you succeed? Unleash Your Transformation offers a unique holistic and pragmatic approach–The Transformational Flywheel–to make change at scale happen.
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The Book on Tax Strategies for the Savvy Real Estate Investor
- Powerful Techniques Anyone Can Use to Deduct More, Invest Smarter, and Pay Far Less to the IRS!
- De: Amanda Han, Matthew MacFarland
- Narrado por: Randy Streu
- Duración: 4 h y 55 m
- Versión completa
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General5 out of 5 stars 1,130
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Narración:5 out of 5 stars 945
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Historia5 out of 5 stars 937
Did you know that the right tax strategy will save you thousands of dollars every year?! Take control of your bookkeeping practices now and take the sting out of tax season-with the ultimate strategy guide for real estate investors. In this book, investor-friendly CPAs Amanda Han and Matthew MacFarland bring a combined four decades of experience to help you hold onto your hard-earned dollars with powerful tax strategies designed specifically for investors like you.
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2 out of 5 stars
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Utilize your time better
- De Bryce Henson en 10-26-20
De: Amanda Han, y otros
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The Tax and Legal Playbook
- Game-Changing Solutions To Your Small Business Questions, 2nd Edition
- De: Mark J. Kohler
- Narrado por: Christopher Grove
- Duración: 10 h y 9 m
- Versión completa
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General5 out of 5 stars 237
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Narración:4.5 out of 5 stars 200
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Historia4.5 out of 5 stars 199
Attorney and CPA Mark J. Kohler targets the leading tax and business issues among small business owners, across all stages of business, and delivers a practical guide to the fundamental tax and legal conflicts faced by new and established entrepreneurs. Coached by Kohler, business owners are armed to seek out the right professionals relevant to their concerns, confidently ask the right questions, and ultimately, save time, money, and in many cases, potential heartache.
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3 out of 5 stars
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great info, good luck finding it again.
- De Anonymous User en 01-26-20
De: Mark J. Kohler
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Values Over Valuables
- Daring to Live the Life Money Can't Buy
- De: Harmon Kong
- Narrado por: Jefrey Machado, Harmon Kong
- Duración: 3 h y 58 m
- Versión completa
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General5 out of 5 stars 1
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Narración:5 out of 5 stars 1
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Historia5 out of 5 stars 1
In Values over Valuables, Harmon Kong, a seasoned wealth manager with decades of experience in helping families secure their financial futures, delves into the importance of passing on meaningful values rather than just material wealth. He highlights how families can avoid conflicts and build a legacy rooted in shared values and open communication. Allowing families to grow together and strengthen their bonds through stories, guidance and actionable items for families to do.
De: Harmon Kong
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All Physicians Lead
- Redefining Physician Leadership for Better Patient Outcomes
- De: Leon E. Moores
- Narrado por: Brian Roberts
- Duración: 5 h y 2 m
- Versión completa
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General5 out of 5 stars 1
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Narración:5 out of 5 stars 1
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Historia5 out of 5 stars 1
Physicians lead. It's an integral part of what they do. They lead patients, they lead healthcare teams, they lead colleagues, departments, and organizations. But most doctors receive very little training in leadership. Leon E. Moores, MD, DSc, FACS is a neurosurgeon and seasoned healthcare leader who literally wrote the book on physician leadership for the U.S. Army. A West Point graduate, Moores became an officer and a surgeon in the Army and recognized how the lack of formal leadership training for doctors impacts physician effectiveness, team performance, and patient outcomes.
De: Leon E. Moores
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The Only Retirement Planning Book You'll Ever Need
- Your Guide to a Stress-Free Retirement: Achieve Financial Freedom, Make Your Money Last, & Savor Life After Work
- De: Garrett Monroe
- Narrado por: N.W. Edwards
- Duración: 4 h y 20 m
- Versión completa
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General5 out of 5 stars 27
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Narración:5 out of 5 stars 27
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Historia5 out of 5 stars 27
Unlock a stress-free retirement and achieve the financial freedom you deserve with this ultimate guide! Imagine possessing a comprehensive resource that breaks down retirement planning into simple, actionable steps, turning complex financial decisions into opportunities for a secure future. Whether you’re starting from scratch, looking to enhance your current retirement plan, or are near retirement without much savings, this book will guide you through every stage of the process and ensure you're fully prepared for the next chapter of your life.
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5 out of 5 stars
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Great practical advice!
- De LM en 02-07-25
De: Garrett Monroe
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Witness to a Prosecution
- The Myth of Michael Milken
- De: Richard Sandler
- Narrado por: Richard Sandler
- Duración: 10 h y 40 m
- Versión completa
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General4.5 out of 5 stars 17
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Narración:4.5 out of 5 stars 16
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Historia5 out of 5 stars 16
In 1986, the SEC and the U.S. Attorney for the Southern District of New York began an investigation into Michael Milken, Drexel Burnham Lambert, and its High Yield and Convertible Bond Department, a department Michael created and was head of. Michael was the most successful and innovative financier of his time. Drexel, an upstart investment bank was also the most successful securities firm on Wall Street, thanks to Michael.
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5 out of 5 stars
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Real facts
- De Tamara Groat en 01-11-25
De: Richard Sandler
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Sales Strategies That Actually Work
- How to Sell Anything, Anywhere, Anytime
- De: Dr. Yaniv Zaid
- Narrado por: Jimmy Trisler
- Duración: 10 h
- Versión completa
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General0 out of 5 stars 0
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Narración:0 out of 5 stars 0
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Historia0 out of 5 stars 0
In Sales Strategies That Actually Work, Dr. Yaniv Zaidaka Doctor Persuasion gives clear, unequivocal, and universally applicable guidance on how to sell anything, anywhere, anytime. Whether you are selling your product, your company, your service, or yourself, these 10 fool-proof strategies will help you grow your confidence, maximize your income, reinforce your professional authority, and develop your business to success.
De: Dr. Yaniv Zaid
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The New Rules of Investing
- Essential Wealth Strategies for Turbulent Times
- De: Mark Haefele, Richard C. Morais
- Narrado por: Mike Lenz, Mark Haefele
- Duración: 7 h y 47 m
- Versión completa
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General2 out of 5 stars 1
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Narración:2 out of 5 stars 1
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Historia2 out of 5 stars 1
It’s not hard to grasp why we need to change the way we think about investing. Over the past twenty-five years, new developments in world affairs, demographics, technology, and more have disrupted the old reality—and these changes directly affect the financial markets and your individual portfolio. Stock picking and Buffett-style investing are the financial tools of a bygone era, yet many investors are confused about what should take their place. So what do you need to know to protect and grow your wealth in these turbulent times?
De: Mark Haefele, y otros
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Building Your Money Machine
- How to Get Your Money to Work Harder for You than You Did for It!
- De: Mel H. Abraham
- Narrado por: Mel H. Abraham
- Duración: 6 h y 42 m
- Versión completa
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General4.5 out of 5 stars 40
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Narración:5 out of 5 stars 39
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Historia4.5 out of 5 stars 39
Does it feel like you’re missing out on life because you can't get your finances in order? Are you seeking a life free of financial fear and full of meaning, purpose, and impact? The key to building the life you desire and deserve is to build your Money Machine—a powerful system designed to generate income that’s no longer tied to your work or efforts. This step-by-step guide goes beyond the general idea of personal finance and wealth creation and reveals the holistic approach to transforming your relationship with money to allow you to enjoy financial freedom and peace of mind.
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5 out of 5 stars
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10/10 must have financial freedom & wealth generation book.
- De Shannon Irvine en 06-12-24
De: Mel H. Abraham
Lo que los oyentes dicen sobre Tax Alpha Solutions
Calificaciones medias de los clientesReseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.
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Total5 out of 5 stars
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Ejecución5 out of 5 stars
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Historia5 out of 5 stars
- Alex B
- 03-16-25
Great listen. Ear opening for a small business owner
This book identifies multiple tax strategies for high net worth individuals and will make you pick up the phone to make sure your planning is up to date.
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