Client
David W.
Business and Entrepreneurship Podcast Host
Annual Income
$12 million
David’s podcast empire expanded into online courses and consulting, creating a complex tax situation that his previous advisors struggled to optimize.
Our Approach
- Implemented a holding company structure to efficiently manage his diverse income streams.
- Utilized specific tax credits related to education and training for his online course platform.
- Structured his real estate investments to offset active income through strategic use of cost segregation and bonus depreciation.
Result
David’s effective tax rate was reduced from 39% to 12%, saving him over $3 million annually. He’s using these savings to acquire smaller podcasts and expand his media empire.