Growth & Inspire
I am inspired by the vines that grow outside our house. Everyday, it climbs higher and higher.
Learning is the same. If you keep learning, you will climb higher and higher. .
Tax Minimization with Loren Hollingsworth
In this episode, Bonnie Yam introduces the topic of tax minimization with a focus on the Leveraged Ownership Series Strategy. Guest Loren Hollingsworth shares his background and delves deep into the specifics of this strategy. The discussion covers the various types of income that the strategy impacts and examines IRS considerations, including audit history. Lauren shares endorsements and reviews of the program to provide a comprehensive view. The episode concludes with closing remarks and contact information for further inquiries.
Key Points
- Strategic tax planning can significantly reduce your tax burden while keeping you fully compliant with the law.
- The leveraged ownership series strategy allows for a capital contribution to generate a negative K-1, which can offset a substantial amount of taxable income.
- This tax mitigation strategy has been thoroughly vetted and upheld in multiple audits, making it a reliable tool for financial optimization.
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Transcript
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