In a world full of financial headlines, it can be tough for high earners to find the right tax solutions. Adding to the dilemma is the fact that most mainstream information caters to those who have less than $1 million in assets. For the wealthy, finding the best strategies can feel like an endless search. Financial products for high-net-worth individuals are not widely circulated. As a result, many are losing out on potential tax benefits and long-term wealth solutions. That’s where tax expert Matthew Chancey comes in. After going through the coursework needed to become a certified financial planner and spending ample time in the construction and real estate industries, Chancey discovered there is a plethora of options for high income earners. The issue is often one of awareness: taxpayers who meet certain criteria may not know what they can do to save on taxes and manage their net worth. Fortunately, Chancey is quick to share everything he’s learned throughout his own financial journey. From how to increase net worth through tax savings to handling one-time wealth events, Chancey sheds light on legal practices that make a difference. He shows how to approach required minimum distributions, annual gifting plans, qualified business income, and life insurance strategies. Privately held companies of all sizes will learn new strategies for sophisticated risk retention planning. International high net worth individuals will find unique investment opportunities to consider. Professionals in tax, real estate, business, and legal industries will learn about solutions that provide benefits for everyone involved. Throughout Tax Alpha Solutions: Effective Tax Management Strategies for High-Net-Worth Investors , Chancey notes that financial trends come and go. The industry has changed over time. Products that worked in the past may not be the best tool for today’s clients. As a result of this evolution, it’s essential to know what’s currently available. Comparing solutions can help determine the right fit going forward. Working with a tax expert who discusses tax planning options is the first step toward long-term benefits. When looking for the right one, it’s essential to understand the differences between tax preparation and tax planning. Tax preparation typically focuses on putting the right numbers in the right boxes at tax time. This activity tends to center on preparing documents to calculate a tax bill. Tax planning involves strategies to change how income and tax flow. Sessions regarding these solutions are often carried out in the second half of the year. When applied correctly, they can produce tax reductions and wealth protection over time. If your current tax professional doesn’t offer this type of meeting, it may be time to look for an expert who does. "As a CERTIFIED FINANCIAL PLANNER and the owner of a financial services firm, I have a deep appreciation for innovative and effective financial strategies. Matt’s expertise in tax-advantaged solutions has not only broadened my knowledge base but also significantly added value to my practice. His ability to simplify complex financial concepts and tailor strategies to individual needs is remarkable. I highly recommend his book to anyone looking to deepen their understanding of finance and discover practical methods to maximize their financial potential." Amanda K. Hayes-Blocksom CERTIFIED FINANCIAL PLANNER™ "Matt changed the way I practice as a tax planning CPA. His Tax Alpha knowledge of how to deploy assets, create cash flows, and reduce taxes transcends traditional tax planning. His approach is fundamentally unique and creates a creative dynamic with the client. Working with Matt has allowed me to add a tremendous amount of value to my client relationships." Richard F. Hayes, CPA "Matt has been a lynchpin in choosing the opportunities and due diligence for our family office and its clients since 2019. He has helped save our clients tens of millions of dollars in tax savings and has helped structure some of the most unique alternative real estate investments that I have seen in the space. We pride ourselves in having one of the most intelligent and experienced teams of experts on our board, where Matt is one of the shining stars." Greg Meerbaum CEO, Coastal Investment Company "I have been working in the financial services business for thirty-five years, and our firm has served CPAs, RIAs, registered advisors, and internal clients with needs for tax-advantaged products during that time. Most of these folks have a limited understanding of what the solutions are and how they really work. Tax Alpha Solutions should be mandatory reading for anyone wanting to know pathways to better understand tax-advantaged investing to get better tax-smart financial outcomes. I certainly found this to be useful to me and how I will work with professionals going forward." Gene King Investment Banking Managing Director "Building, growing, and running a successful bu