Strategies for Lowering AGI

This video covers various tax strategies and how they fit into a holistic approach to reducing your adjusted gross income (AGI).

I’ll also discuss what I call “bracketology” and sharp shooting, where we explore how to position yourself within tax brackets and plan for future capital gains or lower-income years.

Remember, no one else has the same insight into your income, investment exits, and future investment plans. Relying solely on your CPA for tax planning isn’t practical, which is why I always encourage our investors to take charge of their own tax planning. Your CPA’s role is to file your taxes, but it’s up to you to strategically plan for your financial future.

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