Stop settling for reactive CPAs who disappear until tax filing season.

Work with a proactive CPA who strategizes with you throughout the year.

And stop pouring money into “alternative” investments that hand you K-1s full of tax bills.

Instead, do this:

• Use tax-aware long/short equity accounts to reduce your capital gains tax.

• Invest in real estate with aggressive cost segregation, depreciation, and 1031 exchanges.

• Allocate to tax-aware hedge funds that diversify and reduce income tax.

• Utilize box spreads to finance at sub-3% after-tax borrow rates.

• Convert IRA and 401(k) balances to Roth IRAs tax-neutrally.

• Invest your Roth in tax-inefficient alternatives to maximize compounding.

When you start doing things this way, October 15th isn’t a deadline to be feared - it’s your victory lap.