Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris
Wealth Beyond Work is a podcast that goes beyond the numbers — offering candid, behind-the-scenes conversations with professionals who shape, safeguard, and support the lives of high-net-worth individuals and families. Hosted by Zach Morris
Tax credits can reduce what you owe dollar for dollar, and are increasingly accessible to high net worth investors seeking efficient tax strategies. CPA John Carson joins Zach Morris to break down how tax credits differ from deductions, how film credits are created and sold, and what documentation supports a clean and compliant transfer process. They also discuss how recent law changes expanded the transferability of federal renewable energy credits, making them more widely available and often simpler than traditional partnership-based structures.