About this episode

This episode discusses key financial strategies for starting a fund, focusing on tax implications and asset management.

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…

People in this episode

Host: Phillip Washington Jr.

Topics covered

• financial planning
• tax strategies
• business sales
• goodwill valuation
• cost segregation

Keywords

• financial planning
• cost segregation
• tax deductions
• goodwill
• business sales

Mentioned in this episode

Organizations: ReiffMartin CPA, Stone Hill Wealth Management

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• The Renaissance Age for the Value Investor · June 3, 2026 · 35 min
• Starting a Fund: The Growth Engine · May 29, 2026 · 11 min
• Turning Savings into Real Wealth · May 27, 2026 · 33 min
• Starting a Fund: The Operating Engine · May 22, 2026 · 15 min

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