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How a Vistage Chair can save $30,000 per year in taxes and generate millions more in wealth over time.

Billy Amberg

Nov 55 min read

Tax

How a Vistage Chair can save $30,000 per year in taxes and generate millions more in wealth over time.

Host Introduction: Welcome to The Wealth Breakdown Podcast ! Are you ready to increase your after-tax income and unlock your wealth?...

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Maximizing Your Tax Return: Uncovering Hidden Basis and Avoiding Double Taxation

Billy Amberg

Oct 273 min read

Tax

Maximizing Your Tax Return: Uncovering Hidden Basis and Avoiding Double Taxation

Double Taxation: A Taxpayer's Nightmare One of the most unfavorable tax scenarios is experiencing double taxation on the same income....

10 views0 comments

Avoiding a $745k Tax Hit: How Michael Leveraged a CRUT for His $2.2M Bitcoin Fortune

Billy Amberg

Sep 84 min read

Case Studies

Avoiding a $745k Tax Hit: How Michael Leveraged a CRUT for His $2.2M Bitcoin Fortune

Click here to talk to Bloomwood about your finances. Let's take a look at Michael, a resident living in New York City who got involved...

28 views0 comments

How Buying Tax Credits Can Help Reduce Your Tax Liability: A Guide for Businesses and Individuals

Billy Amberg

Sep 17 min read

Tax

How Buying Tax Credits Can Help Reduce Your Tax Liability: A Guide for Businesses and Individuals

Click here to talk to Bloomwood about your finances. Foreword The state and federal tax credit markets can be quite complex. But the...

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Charitable Works: Charitable Remainder Unitrust Basics

Billy Amberg

Jul 283 min read

Tax

Charitable Works: Charitable Remainder Unitrust Basics

Click here to talk to Bloomwood about your finances. Overview Irrevocable, tax-exempt trust Generates income for beneficiaries Provides...

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Charitable Works: Charitable Remainder Annuity Trust Basics

Billy Amberg

Jul 284 min read

Tax

Charitable Works: Charitable Remainder Annuity Trust Basics

Click here to talk to Bloomwood about your finances. What Is a Charitable Remainder Annuity Trust (CRAT)? Legal arrangement where assets...

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Charitable Works: Charitable Remainder Trust Basics

Billy Amberg

Jul 193 min read

Tax

Charitable Works: Charitable Remainder Trust Basics

Click here to talk to Bloomwood about your finances. Benefits of a CRT Reduce income taxes Reduce or eliminate estate taxes Avoid capital...

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Paying Your Kids: Work Ethic and Tax Deductions

Billy Amberg

Jun 27 min read

Financial Planning

Paying Your Kids: Work Ethic and Tax Deductions

Click here to talk to Bloomwood about your finances. Imagine this: You bring your child into the family business, not just to teach them...

31 views0 comments

Billy Amberg

Jun 25 min read

Financial Planning

Roth Conversions Primer

Click here to talk to Bloomwood about your finances. Here's a cool Roth Conversion calculator! See how much this could mean to you! A...

14 views0 comments

Understanding Qualified Small Business Stock (QSBS)

Billy Amberg

Jun 25 min read

Financial Planning

Understanding Qualified Small Business Stock (QSBS)

Click here to talk to Bloomwood about your finances. Qualified Small Business Stock is a type of stock that includes immense tax relief...

28 views0 comments

Billy Amberg

Jun 26 min read

Financial Planning

Deferred Sales Trust Primer

Click here to talk to Bloomwood about your finances. Basics There's a useful tool that many asset owners leverage called a Section 453...

19 views0 comments

Harnessing the Benefits of Backdoor Roth IRA Contributions

Billy Amberg

May 134 min read

Financial Planning

Harnessing the Benefits of Backdoor Roth IRA Contributions

In the world of retirement planning, where tax efficiency and growth potential are paramount concerns, the Backdoor Roth IRA strategy...

8 views0 comments

Unlocking the Power of Deferred Sales Trusts: Mitigating Taxes on Major Asset Sales

Billy Amberg

May 54 min read

Financial Planning

Unlocking the Power of Deferred Sales Trusts: Mitigating Taxes on Major Asset Sales

What is a Deferred Sales Trust? For business owners and investors looking to sell highly appreciated assets like a company or real...

2 views0 comments

Maximizing Your Retirement Savings: The Role of Roth Conversions and the Guidance of a Financial Advisor

Billy Amberg

May 13 min read

Financial Planning

Maximizing Your Retirement Savings: The Role of Roth Conversions and the Guidance of a Financial Advisor

Introduction: As individuals plan for retirement, the concept of Roth conversions has gained increasing attention for its potential to...

0 views0 comments

Exploring the Benefits and Mechanics of Direct Indexing

Billy Amberg

Apr 264 min read

Financial Planning

Exploring the Benefits and Mechanics of Direct Indexing

In the world of investing, where every penny counts and every strategy is scrutinized, direct indexing has emerged as a compelling...

7 views0 comments

Maximizing Returns: The Art of Tax Loss Harvesting

Billy Amberg

Apr 265 min read

Financial Planning

Maximizing Returns: The Art of Tax Loss Harvesting

Tax loss harvesting is a strategy employed by investors to optimize their tax liabilities while maintaining their investment portfolios....

17 views0 comments

Single w/ $7MM+ or Married w/ $14MM+? You might have a taxable estate soon.

Billy Amberg

Apr 83 min read

Financial Planning

Single w/ $7MM+ or Married w/ $14MM+? You might have a taxable estate soon.

1. What Is the Estate Tax? The estate tax, often referred to as the “death tax,” is a federal tax imposed on the total value of a...

81 views0 comments

Seize the Day: The Crucial Timing of Financial Planning

Billy Amberg

Mar 53 min read

Financial Planning

Seize the Day: The Crucial Timing of Financial Planning

Click here to talk to Bloomwood about your finances. When it comes to financial planning, the old proverb “better late than never”...

12 views0 comments

Billy Amberg

Mar 34 min read

Tax

Tax-Efficient Investing: Advanced

Click here to talk to Bloomwood about your finances. For investors who have already mastered basic and intermediate tax-efficient...

8 views0 comments

Billy Amberg

Mar 34 min read

Tax

Tax-Efficient Investing: Intermediate

Click here to talk to Bloomwood about your finances. In the realm of investment, optimizing for tax efficiency is a nuanced art that can...

3 views0 comments