Meetup Replay: Advanced Tax Efficient Investments

In this meetup, Casey from Compass CPA breaks down proactive tax planning and several tax-advantaged investment strategies designed to help investors and high earners reduce their tax liability while potentially creating additional income. ⏱️ Timestamps: 00:00 — Welcome & Meetup Introductions 12:00 — Casey’s Introduction & Compass CPA 14:00 — Tax Preparation vs. Proactive Tax Strategy 16:00 — Why Tax Planning Should Start Before Year-End 20:00 — Who Can Benefit From Tax-Advantaged Strategies 29:00 — The “Do Nothing” Tax Scenario & Real Estate Strategies 33:00 — Cost Segregation & Bonus Depreciation Explained 35:00 — Equipment Leaseback Strategy 41:00 — Leverage & How It Can Increase Tax Benefits 50:00 — Software Leaseback Strategy 52:00 — Film Investment & Bonus Depreciation 54:00 — Solar Investment & Tax Credits 55:00 — Transferable Tax Credits 56:00 — Charitable Tax Strategies 58:00 — Box Home Strategy & Material Participation 01:00:00 — Combining Tax Savings With Income-Producing Investments 01:02:00 — How the Tax Planning Process Works 01:03:00 — Charitable Strategies as a “Gap Filler” 01:04:00 — Q&A & Attendee Takeaways 01:08:00 — Closing & Next Steps Educational discussion only. Tax strategies should be evaluated with a qualified tax professional based on your individual situation. 🔗 Stay Connected & Explore More! 🔗 Want to know more about the PRIMO Private Money Academy? Learn more: https://www.centraloregoninvestornetwork.com/private-money-academy 📩 Sign up for our investor newsletter → https://www.centraloregoninvestornetwork.com/contact-us 🏡 Explore real estate opportunities → https://www.centraloregoninvestornetwork.com/ 🎙️ Listen to the Podcast →https://podcasts.apple.com/us/podcast/creating-our-own-narrative-suzanne-and-sarahs-real/id1792087367 📺 Watch on YouTube → https://www.youtube.com/@suzanneandsarah/videos 📷 Follow us on Instagram: Sarah Willis → https://www.instagram.com/bestlifebend/ Suzanne Moore → https://www.instagram.com/suzanner