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For the Bloomwood Blog and podcast transcripts, browse below.
Billy Amberg
Feb 124 min read
How a Smart Roth Conversion Strategy Can Build Tax-Free Generational Wealth
Click here to talk to Bloomwood about your finances. Welcome to another episode of the World Breakdown Podcast , where we provide...
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Billy Amberg
Feb 49 min read
Delaware Statutory Trusts (DSTs): A Deep Dive into Real Estate Investing for Passive Income and Tax Benefits
Click here to talk to Bloomwood about your finances. A Delaware Statutory Trust (DST) is a legally recognized trust formed under the...
7 views
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Billy Amberg
Dec 16, 20245 min read
Roth IRA Conversion: A Practical Case Study and Key Considerations
Click here to talk to Bloomwood about your finances. Welcome to another episode of the Wealth Breakdown Podcast ! In this article, we’ll...
24 views
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Billy Amberg
Dec 11, 20245 min read
2025 Tax Policy Changes: How Business Owners Can Navigate Opportunities and Risks
Tax Changes in 2025: Overview and Implications Key Questions Will expiring provisions of the Tax Cuts and Jobs Act (TCJA) be extended...
19 views
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Billy Amberg
Dec 2, 20243 min read
Tax Planning: How Buying Tax Credits Can Cut Your Tax Bill and Boost Profits
Welcome to episode two of the Wealth Breakdown podcast! I’m Billy Amberg, your host, and today, we’re diving into a topic that could...
35 views
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Billy Amberg
Nov 5, 20245 min read
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?...
29 views
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Billy Amberg
Oct 27, 20243 min read
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....
11 views
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Billy Amberg
Sep 8, 20244 min read
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...
40 views
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Billy Amberg
Sep 1, 20247 min read
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...
44 views
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Billy Amberg
Jul 28, 20243 min read
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...
6 views
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Billy Amberg
Jul 28, 20244 min read
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...
2 views
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Billy Amberg
Jul 19, 20243 min read
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...
17 views
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Billy Amberg
Jun 2, 20247 min read
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...
35 views
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Billy Amberg
Jun 2, 20245 min read
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...
19 views
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Billy Amberg
Jun 2, 20245 min read
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...
42 views
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Billy Amberg
Jun 2, 20246 min read
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...
20 views
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Billy Amberg
May 13, 20244 min read
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...
13 views
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Billy Amberg
May 5, 20244 min read
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...
10 views
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Billy Amberg
May 1, 20243 min read
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...
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Billy Amberg
Apr 26, 20244 min read
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...
14 views
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