The Wealth Planning Podcast with Brister Law

The REAL Reason You're Not Building Wealth Like The Rich

The tax code is filled with opportunities to legally lower your tax bill—if you know where to look. Whether you’re a real estate investor, business owner, or high-net-worth individual, the right strategies can help you keep more of your hard-earned money.
 
In this episode of The Wealth Planning Podcast, tax attorney and asset protection specialist Anthony Brister breaks down the five biggest tax mistakes that could be costing you thousands. Plus, he shares one powerful strategy that high-income earners use to reduce their tax burden significantly.
 
If you’re serious about building wealth and protecting your assets, this episode is a must-listen. Grab a notebook and take action on these proven tax-saving strategies!
 
Timestamps & Key Takeaways📌:
0:00 - Welcome to The Wealth Planning Podcast! – Helping you navigate tax laws to build and protect your wealth.
0:18 - The Costly Tax Mistakes Business Owners & Investors Make – And how to avoid them before it’s too late.
1:45 - Mistake #1: Not Having the Right Entity Structure – Why your business setup could be costing you more in taxes.
3:02 - Missed Deductions & Credits – Many taxpayers overpay simply because they don’t claim what’s available to them.
4:37 - Improper Bookkeeping & Record-Keeping – The IRS loves clean records, and bad bookkeeping can lead to audits.
6:10 - Underutilizing Retirement Accounts – How maxing out contributions can save you thousands in taxes.
7:22 - Real Estate Tax Mistakes – Depreciation, 1031 exchanges, and other key strategies investors should know.
8:40 - The Game-Changer Strategy: Tax Planning Year-Round – Why wealthy individuals never wait until tax season to take action.
 
💡 Don’t overpay the IRS! Book a 1:1 tax strategy session at BristerTaxLaw.com and subscribe for expert tax-saving insights.
🔗 Share this with someone who needs to keep more of their wealth! #TaxPlanning #WealthBuilding #AssetProtection #SmallBusiness #RealEstateInvesting #BristerLaw #FinancialFreedom #TaxTips

Real Estate Investing for High Income Earners

Tired of Paying 40%+ in Taxes? Discover How Real Estate Can Save You Six Figures 📉💼
If you're making high six or seven figures and feel like Uncle Sam is your biggest partner… you're not alone. 😤 In this episode of the Wealth Planning Podcast, attorney and financial strategist Anthony Brister reveals how real estate isn’t just a passive income play — it's the ultimate tax shield, asset protector, and generational wealth builder.
From real client case studies to powerful strategies like cost segregation, bonus depreciation, the short-term rental loophole, and 1031 exchanges — this is the tax game high-income professionals can't afford to ignore. 💸🏠
Whether you're a surgeon, tech founder, or W2 earner… it’s time to start thinking like an entrepreneur and legacy builder.
 
⏰ Timestamps:
00:00 – The Hidden Tax Trap for High Earners
00:36 – Real Estate = Tax Shield, Asset Protector & Legacy Tool
01:11 – Case Study: Surgeon Saves Over $100K in Taxes
02:03 – Why Real Estate Beats Other Tax Strategies
02:45 – Cost Segregation & Bonus Depreciation Explained
03:51 – 1031 Exchanges & The Short-Term Rental Loophole
04:58 – Self-Rental Strategy: Be Your Own Landlord
05:53 – Entity Structures & Asset Protection Essentials
06:44 – Avoiding Probate & Building a Family Trust
07:56 – The Power of Revocable Trusts & FLPs
08:50 – Sexy Tax Hack: Short-Term Rentals for W2 Earners
09:35 – Case Study: Beach House Saves $90K in Taxes
10:43 – Action Steps: Custom Planning for Real Estate Wealth
11:07 – Final Words: Protect. Multiply. Legacy.
 
👇 Ready to transform your tax strategy?
📅 Book your free wealth consult: bristertaxlaw.com
📩 DM us "Strategy" on IG: @bristerlawfirm for a FREE guide on how to save $100K+ using real estate.
 
🎧 Don’t forget to:
✅ Subscribe for more wealth-building insights
📤 Share this with a high earner who NEEDS to hear it
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The Hidden Secrets of Asset Protection (EXPOSED)

In this episode of The Wealth Planning Podcast, Anthony Brister breaks down one of the most misunderstood topics in wealth building: Asset Protection. Whether you're a business owner, real estate investor, or high-income earner, your assets are at risk. Learn how to protect what you've built from lawsuits, creditors, and unexpected threats.
 
📌 Timestamps:
00:00 - Welcome to The Wealth Planning Podcast
00:10 - Why asset protection is critical for everyone
01:02 - The biggest misconception about asset protection
02:00 - Two key questions to assess your risk
03:06 - Common risks that make you a target for lawsuits
04:11 - Level 1 Asset Protection: Basic protections everyone needs
05:40 - The role of insurance in asset protection
06:30 - Level 2 Asset Protection: When to use LLCs and smart titling
07:45 - Equity stripping: A strategy to make your assets unattractive to creditors
08:42 - Level 3 Asset Protection: Holding companies & advanced strategies
09:55 - How asset protection integrates with tax and estate planning
11:15 - Final thoughts and action steps
 
Take Action Today: Schedule a FREE Discovery Call at www.bristertaxlaw.com and let’s talk about your goals, your strategy, and how we can protect you assets.
 
👉 Don’t forget to like, comment, and subscribe for more wealth-building tips! Share this with someone who’s ready to start their real estate journey.

The Hard Lesson I Learned About Estate Planning—So You Don’t Have To

In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister shares his personal story of loss and the hard lessons he learned about estate planning. He emphasizes the critical importance of creating a will and other essential documents to protect your family and legacy.
 
Anthony discusses the consequences of dying without a will, including the potential for family disputes, lengthy court processes, and financial chaos. He provides actionable steps to ensure your loved ones are taken care of, including how to use low-cost estate planning tools, like a holographic will, and why more comprehensive options, such as trusts, are essential for long-term protection.
 
Real-life examples highlight the emotional and financial toll of not planning ahead, making this episode a must-listen for anyone looking to secure their family's future.
 
Timestamps📌:
00:00 Introduction: The Chaos of Dying Without a Will
00:21 Personal Story: How Estate Planning Fails Families
01:19 The Biggest Lie About Estate Planning
02:33 What Happens When You Die Without a Will?
03:13 The Zero Dollar Will: A Low-Cost Option
04:03 The Power of Attorneys You Need to Protect Your Family
05:21 What is Probate, and Why is It a Nightmare?
06:15 How to Avoid Probate and Protect Your Assets
07:34 The Family Myth: They Won’t Fight Over Your Stuff
08:23 Why Estate Planning Isn’t Just for Old People
09:07 Your Estate Planning Checklist
 
💡 Key Takeaways:
✅ The true cost of dying without a will and how it leads to chaos
✅ The simple steps you can take today to protect your children and assets
✅ Why a holographic will might be better than nothing
✅ The benefits of a trust over a will to avoid probate
✅ How family drama can be avoided with clear estate planning
 
🚀 Don’t wait! Take action today to protect your family’s future. Visit bristertaxlaw.com to schedule a consultation and get your estate plan in place.
 
Like, share, and subscribe to help others protect their legacy and avoid the heartbreak of estate disputes! #EstatePlanning #ProtectYourFamily #WealthManagement

S-Corp, LLC, or Sole Proprietor? How Your Business Structure Affects Your 2024 Taxes!

In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister delves into the importance of selecting the appropriate business structure to minimize tax liabilities. Anthony discusses the tax implications of different business entities, including sole proprietorships, LLCs, and S Corporations.
 
Real-life case studies highlight how business owners can save thousands by making strategic tax decisions.
 
Learn how to protect your income, legally reduce your tax bills, and make your business work for you—not the IRS. Tune in and discover actionable steps to take control of your tax strategy and build real wealth.
 
Timestamps📌:
00:00 Introduction: The Tax Burden Dilemma
00:32 Understanding the Wealthy: Strategies vs. Tax Codes
01:24 Choosing the Right Business Structure
03:25 Sole Proprietorship: The Default Trap
04:40 LLCs: Protection Without Tax Benefits
05:27 S Corporations: The Wealth Builder's Secret
06:24 Case Study: Sarah's Tax Transformation
08:46 Action Steps: Take Control of Your Tax Strategy
09:29 Conclusion: Build Wealth, Not Tax Burdens
 
💡 Key Takeaways:
✅ Why sole proprietorships are the IRS’s favorite (and why they cost you more)
✅ How an LLC gives legal protection but not tax benefits—unless you take the next step
✅ The S Corp strategy that allows business owners to avoid unnecessary self-employment taxes
✅ A case study of a consultant who saved over $10K annually—just by restructuring her business
 
🚀 Don’t keep overpaying the IRS! If you're making over $50K in your business, it's time to optimize your tax strategy. Visit us at bristertaxlaw.com to schedule a free discovery call today.
 
Like, share, and subscribe to help more business owners stop wasting money and start building real wealth! #TaxStrategy #BusinessGrowth #KeepMoreMoney

Last Minute Tax Tips To Save You Thousands!

The tax year has ended, but that doesn’t mean you’re out of options. If you’re a business owner, you still have time to make powerful tax moves that can save you thousands before you file. Don’t leave money on the table—take action now.
 
In this episode of The Wealth Planning Podcast, Anthony Brister, tax attorney and asset protection specialist, breaks down last-minute deductions, retirement strategies, IRS-approved loopholes, and a major real estate tax hack that could put massive tax-free cash flow in your pocket.
 
If you’re serious about lowering your tax bill legally and strategically, grab a notebook—this is your step-by-step guide to keeping more of your hard-earned money.
 
Timestamps📌:
0:00 – Introduction: Why last-minute tax planning still matters
0:45 – Retirement Contributions: How funding an IRA or SEP IRA can reduce taxes before the deadline
2:15 – Business Deductions: Common write-offs business owners overlook
3:30 – The Augusta Rule: How to legally rent your home to your business tax-free
4:20 – Cost Segregation Study: A powerful tax strategy for real estate investors
5:10 – Business Structure Optimization: Why sole proprietors are overpaying in taxes
6:00 – The S-Corp Advantage: How a retroactive S-election can save you thousands
7:15 – Final Takeaways: Key action steps to implement before filing
8:30 – Need Help? Schedule a tax strategy session at bristertaxlaw.com
 
💰 Even though the tax year is over, you still have options to save thousands—but only if you act now.
✅ Max out your retirement contributions before the deadline
✅ Claim every business deduction you qualify for
✅ Consider a cost segregation study for massive tax savings
✅ Fix your business structure to lower next year’s tax bill
 
Don’t wait until it’s too late—schedule a consultation with my team today at bristertaxlaw.com.
 
📢 Like, subscribe, and share this episode with a business owner who needs to hear it! See you next time on The Wealth Planning Podcast. 🎙️

The Business Protection Secret 97% of Owners Miss!

Why Your S-Corp Should Be Owned by a Revocable Trust | The Wealth Planning Podcast 🎙️
 
If you own an S-Corp, you need to understand how a trust can protect your business, preserve your tax benefits, and protect your legacy. Without proper planning, your business could be tied up in probate, leaving your family or partners in financial and legal limbo.
 
In this episode, Anthony Brister breaks down everything you need to know about using a revocable living trust to maintain control of your business while avoiding costly mistakes. Don't let your hard-earned business fall into the wrong hands—take action today!
 
Timestamps:
📌 0:00 – Introduction: Why every S-Corp owner needs a trust
📌 0:07 – The probate trap: How your S-Corp could get frozen after your passing
📌 0:26 – What happens to your business if you don’t have a trust in place
📌 2:43 – Myth Busted: Will putting an S-Corp in a trust mess with your taxes?
📌 3:15 – The IRS rules on trusts and S-Corp ownership
📌 4:18 – The best type of trust for S-Corp owners: Why a revocable living trust is the right choice
📌 5:00 – The key difference between a revocable and irrevocable trust for business owners
📌 5:50 – How to transfer your S-Corp into a trust without losing tax benefits
📌 6:20 – Common mistakes S-Corp owners make when setting up a trust
📌 6:46 – What happens if you become incapacitated? How a trust ensures business continuity
📌 7:30 – Who should be your trustee? Choosing the right person to manage your business
📌 8:15 – Protecting your family and business partners from legal battles
📌 9:00 – Final thoughts: Taking action today to secure your business and legacy
📌 9:45 – How to get started: Book a free consultation at www.bristertaxlaw.com
 
Don’t wait until it’s too late—if you own an S-Corp, a trust is not optional, it’s essential. Protect your business, maintain control, and ensure your loved ones or business partners don’t get caught in a legal nightmare.
 
If this episode helped you, don’t forget to LIKE, COMMENT, and SUBSCRIBE for more wealth-building insights! Need personalized guidance? Visit www.bristertaxlaw.com to schedule your FREE discovery call today!

Making Your Brand Experience Your Greatest Asset

Unlock the potential of your brand in this engaging episode of **The Wealth Planning Podcast** with host Anthony Brister! 🎙️ Join us as we welcome Amy Morgan, a renowned expert in maximizing your brand experience, who will guide you through smart strategies that will make your brand your greatest asset.
 
Timestamps:
0:00 Introduction
2:38 Revolutionizing Hospitality Marketing: Closing the Disconnect
5:00 Maximize Email Marketing: Strategies for Conversion Success
12:30 Maximizing Your Reach: Social Media vs. Email Marketing
15:35 Unlock the Power of Storytelling in Business
17:35 Master Your Money: Empowering Tax Tips & Budgeting
18:30 Set Boundaries: Maximize Your Value as a Service Provider
19:23 Why Knowledge Isn't Enough: The Action You Need
 
Are you ready to transform your brand and boost your wealth planning? Don’t miss out on Amy's expert insights that can help you lead your business toward success!
 
📞 **CALL TO ACTION:** If this episode resonates with you, please LIKE, COMMENT, and SUBSCRIBE to our channel for more wealth planning tips and strategies! Interested in a more personalized approach? Visit [bristertaxlaw.com](https://bristertaxlaw.com) to schedule your FREE discovery call, and find out more about our comprehensive consultation services.

The Shocking Truth About RSU Taxes EXPOSED!

Understanding RSUs: Tax Strategies & Common Mistakes Explained!
 
In this episode of The Wealth Planning Podcast with Brister Law, Anthony Brister welcomes CPA Julie Merrill to dive deep into the world of Restricted Stock Units (RSUs).
 
With over 25 years of experience, Julie breaks down the basics of RSUs, their tax treatment, and common pitfalls to avoid. Learn about other forms of equity compensation, the significance of proactive tax planning, and how to avoid costly mistakes. Don't miss out on this comprehensive guide to managing your RSUs effectively!
 
RSU checklist: https://rsutips.com/
Julie's website: https://www.juliemerrill.me/
 
💡 Timestamps:
00:00 Introduction to Julie Merrill, CPA
01:07 Understanding RSUs: Basics and Importance
02:27 Other Equity Compensation Options
05:26 Tax Treatment of RSUs
11:30 Common Mistakes and Best Practices
24:25 Resources and Final Advice
 
Don't miss this valuable episode packed with tips to help you maximize your RSU benefits!
 
Visit us at www.bristertaxlaw.com to schedule a consultation.

Business Owners, WANT Financial Freedom? Fix This One Thing First

Do you want financial freedom through the use of your business? In today’s episode of The Wealth Planning Podcast with Brister Law, Anthony Brister discusses the importance of tax planning and how it can be one of the most powerful ways to compound wealth. Learn about proactive tax strategies, common misconceptions, and actionable steps to save money on your taxes now. Don’t miss out on how tax planning can save you thousands and start creating financial freedom!
 
💡 Timestamps:
00:00 - 01:00: Introduction to the importance of tax planning
01:00 - 03:00: Why Tax Planning is Essential
03:00 - 06:00: The Myths of Tax Planning
06:00 - 10:00: Real Examples of the Power of Tax Planning
10:00 - 13:00: How to Get Started with Tax Planning
13:00 - 15:00: Final Thoughts & Call to Action
 
Tax planning is about more than saving money—it’s about taking control of your financial future.
 
Contact Brister Law to schedule a free discovery call and discuss your tax strategy.
 
If today’s episode has sparked any questions or if you’re ready to take control of your tax strategy, visit us at bristertaxlaw.com. Schedule your free discovery call, and ask about our comprehensive consultation to get started on the path to smarter wealth planning.
 
Don't forget to share this episode with someone who could benefit from tax planning!