In this episode, Jason Pueschel shares advanced tax planning strategies designed for high earners and families with significant wealth, including capital transition tools, income mitigation tactics, and overlooked tax credits. Host Tom Ruggie guides the conversation toward what truly moves the needle in reducing tax exposure—before, during, and after major liquidity events.
What truly moves the needle in tax planning when wealth reaches a certain scale?
In this episode of Significance of Wealth, host Tom Ruggie, Founder and CEO of Destiny Family Office, sits down with Jason Pueschel, Founder and Managing Director of Alternative Tax Management, to explore advanced tax strategies designed specifically for high earners and families navigating significant liquidity events.
Drawing on 30+ years of institutional experience, Jason breaks down his Three Pillars of Tax Strategy—capital transition planning, income tax mitigation, and tax credits—and how each can be leveraged to reduce tax exposure across real estate, private businesses, oil & gas, solar development, and more.
Whether you’re preparing for a business exit, structuring a major investment, or looking to make your Roth IRA work harder, this conversation sheds light on what sophisticated tax planning really looks like.
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For more on Destiny Family Office, visit destinyfamilyoffice.com.