I’ve saved clients $500k+ in taxes in a single year.

There are two main ways I’ve found to save big:

1. Stop creating tax bills in your portfolio with:

• Bonds, money market funds, private credit, etc. in brokerage accounts
• Active stock managers who are better at triggering taxes than beating the market
• Trading in and out of crypto

The point of investing is to grow your wealth—not your taxes.

2. Use your portfolio to create deductions:

• Real estate depreciation to create tax-free passive income
• Long/short equity strategies to harvest capital losses every year
• Tax-aware hedge funds that can realize ordinary losses to offset W-2 income

When your investments aren’t only tax-free, but actually create tax savings, you’re on your way to generational wealth.