Michael Williams joins the show to talk the tax strategy that most investors aren't using yet! He explains his three-phase approach to tax efficiency, focusing on using depreciation as an interest-free loan from the government to redirect money that would otherwise go toward taxes into income-producing assets. We cover his platform's current focus on data center infrastructure, including GPUs and servers, and digital advertising screens, as well as other potential assets such as construction equipment, bourbon barrels, trash trucks, and rental vehicles. Michael stresses the importance of working with qualified tax professionals and choosing assets with strong contracted revenue, bankability, and real economic performance rather than relying solely on tax savings. Today we discuss... 

• How high-net-worth individuals and business owners can use tax-efficient investment strategies to keep more money invested rather than paying it in taxes.
• The three phases of tax efficiency, including structuring finances, using depreciable assets, and determining how to own assets going forward.
• How depreciation can function like an interest-free loan from the government by allowing investors to redirect money that would otherwise go toward taxes.
• Data center infrastructure, including GPUs and servers, as one of the primary depreciable asset strategies currently offered.
• Digital advertising screens and billboards as another cash-flowing asset that can qualify for bonus depreciation.
• That investors should never purchase an asset solely for its tax benefits and that the underlying investment must make economic sense on its own.
• How revenue-sharing pools can help diversify cash flow across multiple assets rather than tying an investor's returns to a single asset.
• How these strategies can provide opportunities for investors who do not want to rely on real estate professional status to take advantage of depreciation.
• The importance of material participation and understanding whether an investor can actively participate enough to utilize certain tax benefits.
• What investors should look for in legitimate programs, including cash-flowing assets, contracted revenue, strong counterparties, and bankability.
• Tax savings should complement a strong investment rather than be the primary reason for making the investment.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Phil Weiss | Apprise Wealth Management

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

For more information, visit the full show notes at https://moneytreepodcast.com/tax-strategy-michael-williams-846