Paying taxes is a patriotic duty. But it’s your choice to pay more or less.
To manage your personal income tax liability, it’s essential to listen to experts that can give life-changing guidance on this topic and help reduce tax exposure.
In this episode of Your Financial Advocate, Greg DuPont continues the conversation with Jason Pueschel, Founder and Managing Director of Alternative Wealth Management. This time they speak about the different tools available to reduce taxes for active and passive income earners and how to apply these strategies to have more spendable income.
- Why people are willing to pay higher taxes but get concerned if their investments decline
- The assets and annual income required to be an accredited investor
- The two types of income (passive & active) and the tools to help reduce taxes for both
- Applying deductions and incentives to get a significant tax reduction for an active income earner
- The two formats of tax mitigation for the passive income earner
- And more!
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About our guest:
Jason Pueschel has led the design, syndication, and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. With a focus on Internal Revenue Code tax incentives, Jason provides unique strategies to create efficient transitions of real estate and capital.
Prior to establishing Alternative Wealth Management, Jason directed sales at several top investment companies, including; Salomon Brothers, Smith Barney, and Warburg Pincus. At Old Mutual Investment Partners, Jason and his associates launched the first alternative investment offerings in the Merrill Lynch Consults Program. As Managing Director at Four Springs Capital, he led the design and syndication of several Delaware Statutory Trusts (DSTs) and 1031 focused real estate investment programs.
Jason is a graduate of Bentley University, where he received a Bachelor of Science degree in Economics and Finance. He has held his FINRA Series 7 and 63 Licenses since 1993.