エピソード

  • Depreciation & Cost Segregation

    Depreciation & Cost Segregation
    2026/04/22
    This episode unpacks one of the most underutilized tools in the tax code: strategic depreciation. Host walks through how Section 179 and bonus depreciation work for equipment, how cost segregation studies reclassify commercial real estate components onto faster depreciation schedules (with real dollar examples), and how business owners who also hold real estate can qualify as real estate professionals to use paper losses against active income. The episode also covers look-back studies — a way to recover depreciation missed in prior years with no amended returns — and closes with a concrete action step to audit your own asset list.
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    10 分
  • Strategic Deductions Most CPAs Miss

    Strategic Deductions Most CPAs Miss
    2026/04/15
    Most business owners aren't losing money---they're leaking it through unstructured expenses and missed deductions. In this episode, Professor Jack Ledger breaks down accountable plans and fringe benefits, showing how proper documentation and formalized reimbursement policies can turn everyday business costs into legitimate, tax-free deductions. He walks through the IRS criteria, shares a real-world case study where a business owner cut federal tax liability by over two hundred forty-seven thousand dollars annually, and gives a clear three-step framework to put it into practice. Deductions aren't accidental---and this episode shows you how to engineer yours.
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    6 分
  • S‑Corp Salary & Distribution Strategy

    S‑Corp Salary & Distribution Strategy
    2026/04/08
    S-Corporations come with a hidden tax trap most owners walk right into: paying yourself too little salary and loading up on distributions. The IRS has a name for that — and it comes with back taxes, penalties, and audits. In this episode, we break down exactly how reasonable compensation works, how to benchmark a defensible salary, and how to structure your distributions to stay compliant while keeping more of what you earn. We walk through a real case study where one owner saved $31,400 annually after getting this right — and avoided a costly audit in the process. If you run an S-Corp, this is the episode that pays for itself.
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    5 分
  • Entity Structures That Reduce Taxes

    Entity Structures That Reduce Taxes
    2026/04/01
    In this episode of Cornerstone Private Office, Professor Jack Ledger explains why your entity structure is the foundation of tax efficiency, risk protection, and long-term wealth. He breaks down how most owners rely on a single LLC or S-Corp—functional, but rarely optimized. You’ll learn how layered structures using operating companies, holding companies, and management entities can reduce taxes and isolate risk. The episode also shares a real restructuring case that produced over $188,000 in annual tax savings and a powerful first-year return on advisory strategy.
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    6 分
  • Tax Planning vs Tax Preparation

    Tax Planning vs Tax Preparation
    2026/03/03
    In this episode of Cornerstone Private Office, Professor Jack Ledger explains the critical difference between tax preparation and tax planning. Preparation records the past, while planning engineers future outcomes. You’ll learn why most business owners only see a tax bill while sophisticated operators use forecasting, structure, and timing to control results. The episode shows how proactive, year-round planning turns taxes from a compliance chore into a strategic advantage.
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    6 分
  • Why Business Owners Overpay Millions in Taxes

    Why Business Owners Overpay Millions in Taxes
    2026/03/02
    In this episode of Cornerstone Private Office: Smart Financial Strategies, Professor Jack Ledger explains why business structure—not just income—determines how much tax entrepreneurs actually keep. He breaks down how most small businesses operate as pass-through entities and why that often leads to unnecessary tax exposure. The episode explores the hidden cost of tax compliance and how lack of coordination between advisors creates financial leaks. You’ll also hear how strategic tax planning helped a marketing firm reduce its tax liability by over $100,000 and learn a simple step to begin evaluating your own tax structure.
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    6 分
  • Cornerstone Private Office - Trailer

    Cornerstone Private Office - Trailer
    2026/03/01
    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.
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    1 分