Billy Amberg
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...
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These blogs are our thoughts on investing, markets, life, and seeking truth. My goal is to re-post helpful content, explore ideas, concepts, and prompts in a simple format that prioritizes actionable, helpful insight. We will also explore our own successes and failures as a firm in order to simultaneously promote transparency and our brand of no B.S., simple advice and investing.
Billy Amberg
- Jun 2
- 5 min
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...
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Billy Amberg
- Jun 2
- 5 min
Understanding Qualified Small Business Stock (QSBS)
Click here to talk to Bloomwood about your finances. Qualified Small Business Stock (QSBS) is a special category of stock that offers...
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Billy Amberg
- Jun 2
- 6 min
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...
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Billy Amberg
- May 13
- 4 min
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...
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Billy Amberg
- May 5
- 4 min
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...
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Billy Amberg
- May 1
- 3 min
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
- 4 min
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...
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Billy Amberg
- Apr 26
- 5 min
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....
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Billy Amberg
- Apr 8
- 3 min
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...
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Billy Amberg
- Mar 5
- 3 min
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”...
8 views0 comments
Billy Amberg
- Mar 3
- 4 min
Tax-Efficient Investing: Advanced
Click here to talk to Bloomwood about your finances. For investors who have already mastered basic and intermediate tax-efficient...
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Billy Amberg
- Mar 3
- 4 min
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...
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Billy Amberg
- Mar 3
- 4 min
Tax-Efficient Investing: The Basics
Click here to talk to Bloomwood about your finances. Tax-efficient investment strategies are essential for both novice and seasoned...
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Billy Amberg
- Mar 3
- 6 min
Understanding AMT
The Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure that individuals, corporations, estates, and trusts that...
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Billy Amberg
- Mar 3
- 4 min
Tax Planning for High-Income Individuals: Maximizing Deductions and Credits
Click here to talk to Bloomwood about your finances. In the labyrinth of tax regulations, high-income individuals often find themselves...
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Billy Amberg
- Feb 28
- 4 min
The Augusta Rule: A Strategic Tax Advantage for Business Owners
In the intricate world of tax regulations, the Augusta Rule emerges as a beacon of relief for business owners seeking to minimize their...
17 views0 comments
Billy Amberg
- Feb 25
- 5 min
Super Funding a 529 Plan: A Strategic Approach to Tax and Estate Planning
Navigating the world of saving for education, the 529 plan stands out as a smart choice for many, thanks to its tax perks and...
13 views0 comments
Billy Amberg
- Feb 21
- 3 min
Tax Planning: 20-50% Savings or Your Plan is Free
Click here to schedule a call and get your tax plan! We just added a tax planning team to our firm, and we are excited to see if we can...
10 views0 comments
Billy Amberg
- Feb 18
- 5 min
Selling a <$10MM Real Estate Portfolio? Consider DSTs.
Click here to talk to Bloomwood about your finances. We aim to save 20-50% on your tax bill and/or create substantial value on your...
14 views0 comments
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