Episode
Starting a Fund: The Final Harvest
- Podcast
- Wealth-Building Made Simple
- Published
- Jun 5, 2026
- Duration seconds
- 621
- Processing state
not_requested
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Summary
Key Takeaways: Plan With the End Goal in Mind: Strong financial planning starts with knowing your long-term goals. Tax and investment decisions should support the outcome you want in the future. Use Cost Segregation for Early Tax Savings: Cost segregation can speed up depreciation and create larger tax deductions earlier on, especially for investments you plan to hold for many years. Think Ahead Before Selling Assets: Decisions about bonus depreciation and other tax strategies should be considered when you expect to sell an asset, since timing can affect future taxes. Goodwill Has Real Value: A business’s reputation, customer relationships, and brand value are important assets. Properly valuing goodwill can improve tax outcomes during a sale. The Type of Sale Matters: Selling business stock and selling business assets are taxed differently. Careful planning before a sale can help reduce taxes and protect profits. Chapters: Timestamp Summary 0:00 Planning Real Estate Partnerships: Buyouts and Exits 1:24 Weighing Bonus Depreciation and Cost Segregation for Real Estate Deals 4:14 Understanding Tax Implications of Business Asset and Stock Sales 5:14 Understanding Goodwill and Brand Value in Business Sales 6:28 Understanding Goodwill and Its Impact on Business Transactions 8:42 Tax Deductible Expenses and Expert Advice Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip) Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/ Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the t…