
The Wealth Foundation
Jun 12, 2026 - 10:58
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Key Takeaways: Plan With the End Goal in Mind: Strong financial planning starts with knowing your long-term goals. Tax and investment decisions should support the outcome you want in the future. Use Cost Segregation for...
Starting a Fund: The Final Harvest is an episode from Wealth-Building Made Simple by Phillip Washington Jr.. Key Takeaways: Plan With the End Goal in Mind: Strong financial planning starts with knowing your long-term goals. Tax and investme...
This episode belongs to Wealth-Building Made Simple.
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Published Jun 5, 2026, 10:21 long, audio available.
Key Takeaways: Plan With the End Goal in Mind: Strong financial planning starts with knowing your long-term goals. Tax and investment decisions should support the outcome you want in the future. Use Cost Segregation for Early Tax Savings: Cost segregation can speed up depreciation and create larger tax deductions earlier on, especially for investments you plan to hold for many years. Think Ahead Before Selling Assets: Decisions about bonus depreciation and other tax strategies should be considered when you expect to sell an asset, since timing can affect future taxes. Goodwill Has Real Value: A business’s reputation, customer relationships, and brand value are important assets. Properly valuing goodwill can improve tax outcomes during a sale. The Type of Sale Matters: Selling business stock and selling business assets are taxed differently. Careful planning before a sale can help reduce taxes and protect profits. Chapters: Timestamp Summary 0:00 Planning Real Estate Partnerships: Buyouts and Exits 1:24 Weighing Bonus Depreciation and Cost Segregation for Real Estate Deals 4:14 Understanding Tax Implications of Business Asset and Stock Sales 5:14 Understanding Goodwill and Brand Value in Business Sales 6:28 Understanding Goodwill and Its Impact on Business Transactions 8:42 Tax Deductible Expenses and Expert Advice Powered by ReiffMartin CPA and Stone Hill Wealth Management Social Media Handles Follow Phillip Washington, Jr. on Instagram (@askphillip)
You can listen to Starting a Fund: The Final Harvest online on Radio and Podcast. Open the player on this page to stream the available audio.
Starting a Fund: The Final Harvest is an episode from Wealth-Building Made Simple by Phillip Washington Jr..
This episode is 10:21 long.
This episode was published on Jun 5, 2026.
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Starting a Fund: The Final Harvest is from Wealth-Building Made Simple by Phillip Washington Jr..
Published Jun 5, 2026 and 10:21 long