The Long Game
The Long Game
Thomas Kopelman and Jacob Turner
Tax Planning Opportunities For The Wealthy: Charitable Giving, Real Estate, and Opportunity Zones With Ian Weiner, CFP(R)
51 minutes Posted Jan 13, 2023 at 12:04 pm.
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Show notes

In this episode with Ian Weiner, CFP(R) we chat all things tax planning:

- why you have an obligation to pay the least amount of taxes within the tax code

- why charitable giving is a great option, how to bunch it, etc

- why real estate is a great asset class and tax planning tool

- becoming a real estate professional and why it is so hard but beneficial

- cost segregation studies

- And much more! You will learn a lot in this one.