About this episode

The episode discusses how tax-efficient investing can enhance long-term wealth creation through various strategies.

In this episode of Peachtree Point of View, Greg Friedman is joined by Isaac Weinberger and Ari Lasky of Madison SPECS, Dan Bergan of Higginbotham, and Tim Witt of Peachtree Group to discuss how tax-efficient investing can enhance long-term wealth creation. The conversation explores how investors can improve after-tax outcomes through thoughtful tax planning and investment structuring. Topics include bonus depreciation, cost segregation, 1031 exchanges, Delaware Statutory Trusts (DSTs), Opportunity Zones, Roth conversion strategies and private placement life insurance, along with the role each can play in keeping more capital invested and compounding over time.

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