『Cornerstone Private Office』のカバーアート

Cornerstone Private Office

Cornerstone Private Office

著者： Professor Jack Ledger
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Cornerstone Private Office is the podcast for business owners, growth-stage entrepreneurs, investors, and advisors who want to protect wealth, reduce taxes, and build financial structures that endure beyond markets and generations. Hosted by Professor Jack Ledger, a trusted advisor to high-performing entrepreneurs, the show simplifies complex strategies—tax planning, asset protection, estate and succession design, investment governance, and long-term wealth architecture—into actionable frameworks for $3M–$30M revenue businesses. Designed to elevate financial literacy, build lasting authority, and provide clarity for compounding capital across cycles, this podcast delivers the structural thinking serious operators need to build wisely and protect permanently. This podcast was produced with the assistance of artificial intelligence. AI tools were used in the preparation, editing, or production process. All final content was reviewed and approved by the creators. 経済学
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  • 18 – International Tax Planning: Myths vs. Reality

    18 – International Tax Planning: Myths vs. Reality
    2026/07/15
    Offshore does not mean illegal — but ignorance can produce catastrophic penalties. Professor Jack Ledger demystifies the three pillars of U.S. international tax compliance: FBAR reporting, Controlled Foreign Corporation rules including Subpart F and GILTI, and FATCA's global information exchange network. He then explains what legitimate international planning actually looks like — treaty optimization, residency planning, and compliant jurisdictional structuring — and what the IRS's Streamlined Disclosure program offers for those who need to come current.
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    11 分
  • 17 – Strategic Debt for Tax Efficiency

    17 – Strategic Debt for Tax Efficiency
    2026/07/08
    Debt is not a liability — it is a strategic instrument for accessing capital without triggering taxes. Professor Jack Ledger explains how sophisticated families borrow against portfolios, real estate, and businesses to fund acquisitions, lifestyle, and growth without selling appreciated assets and recognizing taxable gains. This episode covers investment interest deductibility, the Section 163(j) business interest limitation, and the risk management disciplines that make leverage a tool rather than a threat.
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    10 分
  • Tax-Efficient Investing

    Tax-Efficient Investing
    2026/06/24
    Tax-efficient investing is not about picking better securities — it's about engineering a portfolio so that each asset class sits in its most tax-favorable account, losses are harvested continuously throughout the year rather than as a year-end afterthought, and fund selection minimizes the tax drag created by high-turnover strategies. Asset location alone can add approximately 0.48% in expected annual return; systematic tax-loss harvesting generates additional savings that compound significantly over decades. This episode covers all three foundational disciplines — asset location, tax-loss harvesting, and low-turnover fund selection — and explains how sophisticated families integrate these practices with their entity structures, trust planning, and liquidity events into a unified portfolio architecture reviewed annually.
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    8 分
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