The Wealth Sherpa
Financial Education to empower you to take steps towards leading the financial life that you deserve. In plain English and without financial jargon.
The Wealth Sherpa
Tax Planning and Strategies for Tax Alpha
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This episode discusses advanced tax planning strategies for tech professionals and business owners. We discuss how tax loss harvesting goes beyond simply selling 'losers' at year end. This podcast also breaks down the Mega Backdoor ROTH - and how high earners may be able to 'double dip' in certain job change scenarios.
Other topics include generational wealth transfer and tax smart charitable giving using DAF's, CLAT's, Life Insurance and other instruments.
The fast paced discussion also addresses managing concentrated stock risk through some sophisticated strategies using alternative investments although some are available only to qualified investors.