Tag: Assets

FEATURE
Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)

Saving on Taxes to Retain Wealth with Tony Watson (Ep. 30)

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We all want to save as much as possible before heading into retirement. So, how to protect the wealth we save from high tax rates?

In this episode, Robert Curtiss is joined by Tony Watson, senior tax consultant at Robert Hall & Associates. This week, Tony explains how to protect wealth and decrease taxation. He also unpacks some corporate strategies while detailing how transforming a corporation into an LLC provides new opportunities to secure wealth for the future.

Rob and Tony discuss:

  • When is a good time to incorporate entities into investment plans
  • How taxation through a corporation differs from self-employed taxes
  • The benefits of self-employment taxation 
  • Reasons insurance is not a substitute for entity structures
  • The importance of working with a professional when developing new tax strategies
  • The value of planning ahead
  • And more! 

Resources:

Connect with Tony Watson:

Connect with Robert Curtiss:

About Our Guest:

Tony Watson manages clients with over 350 million dollars in real estate holdings and has spoken for hundreds of trade organizations throughout the state of California.

 Holding a federal license as an Enrolled Agent tax practitioner, Tony can advise, represent, and prepare tax returns for individuals, partnerships, corporations, and any other entity with tax-reporting requirements. Currently, Tony holds educational workshops helping his clients navigate the complex tax environment for real estate investors.

Aside from his full-time position at Robert Hall & Associates, Tony is an active real estate investor and entrepreneur and enjoys short and long-term trading. With over a decade and a half of experience, Tony (along with his team at Robert Hall & Associates) actively looks for the newest and most up-to-date strategies to implement on client tax filings.

FEATURE
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

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With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios.

But as an advisor, how can alternative investments protect our client’s portfolios? Do you know?

In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam talks about the role of alternative investments in building (and diversifying) a portfolio and the ways they are being integrated within existing client investment plans.

Sam discusses:

  • What you need to know about alternative investments
  • The four key tenets of SEIA’s due diligence process 
  • What kind of income and volatility do alternative investments face compared to public stock markets
  • How institutional investment strategies have trickled down to investment advisory firms and the changes that have been made for individuals rather than institutions
  • The value of identifying what’s important to your clients
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest:

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

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