You worked hard, built your business, and reached the $5M–$25M mark… so why are you still paying more in taxes than you should? These overlooked tax and estate planning moves can save you (and your heirs) a fortune—if you know how to use them.

📲 Connect with Us

Johnathan Rankin: Johnathan@mforcecapital.com or @thinkretirement

Matt Magee: Mmagee@mforcecapital.com

This episode of Paper Gains breaks down the real-world strategies high-net-worth entrepreneurs use to minimize taxes after selling a business or hitting major liquidity milestones. Hosts Johnathan Rankin and Matt McGee share proven tactics for organizing assets, using consulting LLCs, cash balance plans, and spousal lifetime access trusts (SLATs) to control your tax bill today—while preparing for future estate tax changes. If you’re an entrepreneur, business owner, or investor with $5 million, $10 million, $20 million or more, these advanced but practical strategies will help you keep more of what you’ve earned and set your family up for success. Learn how the wealthy approach tax planning, what CPAs miss, and which moves you should be considering in your 40s, 50s, and beyond.

Chapters:

0:00 — The Real Cost of Wealth

1:09 — Why the Wealthy Pay Less: Taking Inventory & Getting Organized

5:46 — Tax Moves After Selling a Business: LLCs, Cash Balance, & 401(k) Plans

11:57 — Estate Tax Planning: SLATs, Trusts, & Insurance Strategies

24:46 — Building Your Tax Team & Final Pro Tips

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