Tax Strategies Episodes

Planned giving is more than charitable donations—it’s a powerful strategy for investors to reduce taxes, align wealth with values, and build a lasting legacy. In this episode of Alt Investing Made Easy, Barry Resnick of FBFK Law breaks down how planned giving, donor-advised funds, and estate planning tools help investors deploy capital with purpose and control.

Learn how Qualified Small Business Stock (QSBS) unlocks powerful capital gains tax strategies for a tax-free business exit. Discover rules, timelines, and tips to maximize investor returns.

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-world scenarios. Whether you’re allocating capital into private equity, real estate syndications, or other alternative investments, this guide will help you evaluate deals with confidence and negotiate from a position of strength.

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, and navigating today’s energy market. Perfect for accredited investors seeking portfolio diversification and long‑term wealth creation.

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.