We’re switching things up a bit. We’ve been cranking out a lot of content lately (you’re welcome?), so now we’re giving you the power to pick what you actually want to see.
5 Tax Moves You Can Still Make by April 15, 2025 to Reduce Your 2024 Tax Bill
We’re down to the final two weeks before the tax deadline. If you’re a client of ours, there’s a good chance you’re getting an extension (you’re welcome). While the big tax planning wins usually happen proactively, there are still a few reactive strategies you can squeeze in to trim your 2024 tax bill.
What Happens If My K-1 Is Late — or Never Shows Up?
If you invest in partnership, private equity or real estate syndications, you’re probably familiar with the K-1 waiting game. Some arrive in early March. Others? Late August…. or not at all.
So what do you do if your K-1 is delayed?
Stop Guessing at Your K-1: Understanding What You Actually Own
Ahead of our 3-day workshop, as a little VIP perk (because you’re fancy like that), I’ll be posting all kinds of helpful content before the workshops—think of it as your tax appetizer. But don’t skip the main course: the live session is where the real flavor comes in. We’ll dive into the nuance, the “why,” and probably a few awkward tax metaphors I come up with on the spot. Trust me, it’ll make way more sense when you’re there.
Stop Guessing at Your K-1 – Critical Tax Moves Savvy Investors Make
Join Us for a 3-Day Workshop:
We’re going deep into alternative investment tax & finance topics that most accountants don’t have the time to fully explain! Each session is free to attend live, and if you can’t make it, you can upgrade to get the recordings and exclusive Q&A access. Here’s a taste of what we’ll cover:
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K-1 Basics: What’s This Thing Telling You?
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What Happens When a Deal Sells?
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What Happens When It Goes Bad?
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Using Your Self-Directed Retirement Accounts: The Good, the Bad, and the Ugly
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What Is Depreciation Recapture, and Should I Worry About It?
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How to Vet Your GP
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Efficient Tax Strategies for GPs in Syndications / Funds
Register for Free Live Event next week
I had the pleasure to sit down with some clients and friends, Chihiro and Pedro, on their podcast Beyond Stocks to chat on taxes and syndications
An exclusive, hour-long session where clients receive the undivided attention of their advisory team. This is a dedicated space for in-depth consultations, allowing clients to ask specific questions about tax, accounting, or financial strategies. Each session is tailored to the client’s needs, offering expert insights in real-time. Over time, we’ll also build a knowledge base from these sessions, providing easy access to common topics and advice.
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