ADISA's Focus on Alternatives Podcast Series

S7E3 - Using Strategy and Investments to Manage Taxes

January 24, 2024 Alternative & Direct Investment Securities Association Season 7 Episode 3
ADISA's Focus on Alternatives Podcast Series
S7E3 - Using Strategy and Investments to Manage Taxes
Show Notes

No one enjoys paying taxes, but with a solid strategy, investors can make the process as painless as possible.  

Tune in as Greg Mausz, chief operating officer and senior managing director at Skyway Capital, and Rusty Cagle, president and founder of ASE Private Wealth, discuss different strategies that may help investors manage their tax burden, including:

• 1031 exchanges
• Opportunity zones
• Tax planning