Is Life Insurance Really Worth it?
Ever saved $3,000 on taxes then realized it cost $30,000 later
In this episode Moise Piram from Asset Management Group Inc breaks down the 10 tax savings moves that look clever in April but quietly wreck wealth over time and what to do instead. You will learn how to separate smart planning from shiny perks, when deductions and credits actually help, and how to align tax tactics with a real wealth plan.
What you will learn
• Why taxes should not lead the strategy
• Deductions versus credits in plain English
• Vehicle write offs and documentation that survives an audit
• When high risk tax plays backfire
• Real estate losses and participation rules
• Insurance policies and the fine print that matters
• The power of clean records and pre year end planning
• How to keep the focus on core wealth drivers
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Like, subscribe, and share with a friend or partner who hates overpaying the IRS. New episodes weekly with practical strategies for high earners that support a long term wealth plan.
Disclosure
Educational content only. Not tax, legal, or investment advice. Tax laws can change. Consult your CPA or advisor about your specific situation.
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#TaxPlanning #WealthManagement #HighIncome #IRS #FinancialPlanning #BusinessOwners #RetirementPlanning #Section179 #BonusDepreciation #RealEstateInvesting #YearEndPlanning #Documentation #CPA #EverydayMillionaire #AMG
YouTube tags
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SEO keywords
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