How High Income Earners Legally Reduce Their Taxes

06/26/23 • 47 min

"All taxes are not the same in nature. Different strategies are effective on different types of tax problems. " Ross Brannon

Ross helps high incoming and high net worth clients by the creation of Tax Alpha. Tax Alpha is the ability of an investor to outperform by taking advantage of tax-savings strategies. Tax Alpha strategies are largely esoteric.
Ross works with Accredited Investors and Qualified Purchasers to solve the following tax issues:
• High Income tax payers (1M+) reduce AGI by 50%
• Investors exercising stock options / selling stock at a profit / retiring with company stock inside your retirement plan (NUA)
• Investors selling a business / real estate (We take over and backend the allocation work done by CPAs & Tax Attorneys for an additional tax benefits)
• Investors converting traditional (1M+ or greater) IRAs to Roth IRAs
• Investors needing tax deductions or tax credits
Ross is also the host of Financial Flossing Podcast which is a must-listen for dental professionals who own dental practices.
To learn more about Ross Brannon:
1.) https://podcasts.apple.com/us/podcast/financial-flossing/id1573619911
2.) https://www.linkedin.com/in/rossbrannon/
3.) https://coastal-one.com/
To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/
To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
https://www.revenueascend.com/consulting/
To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
https://www.businesscashout.com/
Join one of the fastest growing real estate groups on Facebook, which is our 21,000 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414
To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way: https://www.mobilehomewealthacademy.com
Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/

Previous Episode

America's Newest Largest Black Owned Fund

" First we have actually built our Fund with risk mitigation first. By Returns second. And a way to break into the market and own market share almost immediately cause we are doing something that the market is not doing " Adonis Lockett of LNH Capital
Adonis Lockett and Sean Herron started the LNH Capital debt Fund because they needed to be in more control over how they deploy money with banks closing and shrinking leverages and credit lines. LNH Capital is a 506(C) Debt Fund with a current raise of $100 million.
Adonis Lockett is the Principal of a national real estate Investment firm and real estate brokerage called Lockett In Global Solutions, Principal at LNH Capital, a national private money lending company, and Chairman of myRE360 which is a proptech startup that serves as an education portal and marketplace for real estate investors.
As the Principal Operator of all 3 companies, Adonis has grown the enterprise to employing over 45 employees and contractors and has facilitated over $500M of closed real estate transactions between all 3 businesses.
Sean Herron has held the role of Chief Operations Officer of RE360 Enterprises, a real estate eco system that focuses on private money lending, investment fund management, real estate investment, management and land development. Additionally, Sean is the COO at LNH Capital.
To learn more about LNH Capital:
1.) https://lnhcapital.com/
2.) https://www.linkedin.com/in/adonislockett/
3.) https://www.linkedin.com/in/seanherronsales
4.) https://www.instagram.com/lnhcapital
Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/
To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/
To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And our upcoming group zoom masterminds:
https://www.revenueascend.com/consulting/
To those looking to potential exit or sell their business or talk about potential business roll ups:
https://www.businesscashout.com/
Join one of the fastest growing real estate groups on Facebook, which is our 20,500 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414
To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way: https://www.mobilehomewealthacademy.com

Next Episode

The Youngest Founder Of A Publicly Traded Company Ever

"Last year we mostly focused on consumer products and food/ beverage. I have a syndicate group, called Elevator Syndicate. There is 846 members in my group, and we invested $44 million last year into food and beverage brands." Dan Fleyshman

Dan Fleyshman is the youngest founder of a publicly traded company in history. At the age of 23, after selling $15M of clothing in six department store chains and surpassing expectations with his $9.5M licensing deal with STARTER apparel, Dan launched the “Who’s Your Daddy” energy drink into 55,000 retail stores and military bases. He later went on to launch Victory Poker which became one of the top 5 poker brands internationally.

In addition to being the Founder and Chairman of the social media agency Elevator Studio, Dan is a serial entrepreneur and angel investor, having invested and advised over 36 companies, that range from mobile apps to tech companies to consumer brands. This success as an angel investor led Dan to create the Elevator Rolling Fund and the Elevator Syndicate Fund in partnership with Angelist to increase opportunities for both investors and entrepreneurs.

As a prolific speaker and author, Dan has spoken at over 250 events world-wide and created the widely popular entrepreneur event Elevator Nights as well as The 100 Million Mastermind Experience, The Avengers Mastermind, and Operation Blacksite.

A generous philanthropist, he supports over a dozen charities including his own: modelcitizenfund.org which creates and distributes backpacks to the homeless. Playing poker as a hobby, Dan has won multiple championships and has used his winnings to help raise millions of dollars for various charities.

To learn more about Dan Fleyshman:
1.) https://www.liinks.co/danfleyshman
2.) https://themoneymondays.com/homepage
3.) https://www.instagram.com/danfleyshman
4.) https://elevator.studio/
5.) https://modelcitizenfund.org/
To learn more about Jonathan's recession resilient mobile home park real estate Fund, as our next Fund raise is $50 million only for accredited investors: https://www.midwestparkcapital.com/
To learn more about Jonathan's highest level business growth consulting and fractional CMO services. And upcoming group zoom entrepreneur masterminds:
https://www.revenueascend.com/consulting/
The Family Office Club was founded in 2007 and has now become the largest association in the industry with over 3,000 registered ultra-wealthy investors (also part owner of this Accredited Investor Podcast):
https://familyoffices.com/
To those looking to potential exit or sell their business or talk about potential business roll up partnerships:
https://www.businesscashout.com/
Join one of the fastest growing real estate groups on Facebook, which is our 21,000 Multifamily Investor Facebook Group: https://www.facebook.com/groups/451061265284414
To learn more about mobile home investing, acquiring your first mobile home park and learn how to raise capital the easy and efficient way: https://www.mobilehomewealthacademy.com
Accredited Investor Podcast- sign up to the email list and get notified of new episodes, bonus content, and potential deal opportunities: https://www.accreditedinvestorpodcast.com/