Bringing Tax and Wealth Planning Together With Chad Koehn and Adan Ibarra

Chad Koehn sits down with CPA and JD Adan Ibarra to discuss the development of United Capital Group of Companies Tax and Wealth Architects and the value of coordinating tax, financial, business, and estate-planning professionals. The conversation covers tax-planning considerations for business owners and real estate investors, including cost-segregation studies, renewable-energy investments, Roth conversions, real estate professional status, and Qualified Opportunity Zones. Important Disclosure This video is provided for general educational and informational purposes only. It does not constitute individualized investment, financial, legal, accounting, or tax advice, and it should not be relied upon when making financial or tax decisions. Tax laws and financial-planning strategies are complex, subject to change, and dependent upon each person’s individual circumstances. The strategies discussed may not be appropriate or available for every taxpayer and may involve costs, investment risk, eligibility requirements, holding periods, recapture provisions, liquidity restrictions, or other limitations. Statements regarding potential tax savings, investment growth, future values, or financial outcomes are hypothetical and illustrative only. No particular tax treatment, investment return, or financial result is promised or guaranteed. Past performance does not guarantee future results, and investing involves risk, including the possible loss of principal. The speakers’ comments reflect their opinions and understanding as of the recording date and may not reflect subsequent changes in tax law, regulations, market conditions, or professional licensing status.

Added 13 Aug 2026