Tax Strategies Episodes

Explore alternative investments, master investment structures, and gain private equity investing insights to protect capital and maximize returns. You’ll learn how each structure impacts liability, taxation, investor rights, and control, plus how management fees and carried interest work in real-wo…

Discover how a 1031 Exchange can boost real estate investing returns with expert qualified intermediary insights, tax deferral strategies, and proven portfolio growth tactics.

Discover how to leverage Oil and Gas Investments for income, growth, and powerful tax advantages. In this episode, Jace Graham, CEO of Rising Phoenix Capital, reveals three proven strategies—bond/debt, income funds, and growth drilling deals—plus insider tips on 1031 exchanges, self‑directed IRAs, …

Maximize impact and tax efficiency with proven charitable giving strategies. Learn how mid-stage investors can align philanthropy with smart capital allocation for lasting returns.