
134 | The IRS Loopholes Keeping Millions in Entrepreneur Pockets with Michael Moffa
From Vital Wealth Strategies by Patrick Lonergan
June 2, 2026 · 55 min · Episode 135
About this episode
This episode explores advanced tax strategies for high-income entrepreneurs with expert Michael Moffa.
What if the tax strategy your CPA has never mentioned could legally eliminate hundreds of thousands of dollars in tax liability and generate cash flow at the same time? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with returning guest Michael Moffa, founder of Prosperity Tax Advisors, for a masterclass in advanced tax strategy built specifically for high-income entrepreneurs. Michael brings nearly 25 years of experience in private wealth advising and leads the only tax advisory firm in the country housing eight professional credentials under one roof, giving business owners access to elite-level tax planning, wealth management, and exit strategy guidance that most CPAs simply cannot provide. Patrick and Michael pull back the curtain on the IRS-compliant tax strategies that top earners are quietly executing right now, from cost segregation and bonus depreciation in real estate, to a healthcare technology investment strategy that turns a $100,000 investment into a $700,000 tax deduction with 7-to-1 leverage. Listeners will gain a clear understanding of what separates a legitimate tax strategy from a costly mistake, including how economic…
People in this episode
Host: Patrick Lonergan
Guest: Michael Moffa
Topics covered
- tax strategy
- entrepreneurship
- wealth management
- tax liability
- real estate
- audit-proof strategies
Keywords
- tax strategies
- entrepreneurs
- wealth management
- IRS loopholes
- tax deductions
- cost segregation
- bonus depreciation
Mentioned in this episode
Organizations: Prosperity Tax Advisors, IRS
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