TaxWealth Team
Bruce Jones
Founder & Chief Strategy Architect
Bruce Jones is the Founder and Chief Strategy Architect of TaxWealth, with decades of experience designing tax-mitigation strategies for business owners, real estate investors, and high-net-worth individuals.
Case Studies
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Dental Practice
Equity Sale May 22, 2025 - Four-Plex Investment Property May 22, 2025
- Event Services Company Sale May 22, 2025
- Commercial Property May 22, 2025
- Service Business Equity Sale May 22, 2025
- Commercial Office Buildings May 22, 2025
- Luxury Private Home May 22, 2025
- Legacy Ranch May 22, 2025
- Family Limited Partnership (FLP) Equity Sale May 22, 2025
Insights
- IRS Revokes 71 Tax Guidance Documents: What It Means for Your Compliance Tax Policy And Markets · October 6, 2026
- NFTs Are Now Digital Assets Under IRS Rules Tax Policy And Markets · October 6, 2026
- When Your Spouse Dies: The Tax and Medicare Hits Arrive Later Estate And Wealth Transfer · October 2, 2026
- Leveraging Section 179 After OBBB Selling A Business Or Property · August 29, 2026
- April Is Too Late Selling A Business Or Property · August 29, 2026
- The Fourth Quarter Window on a High-Income Year Selling A Business Or Property · August 28, 2026
- How the Review Runs Alongside Your CPA and Attorney For Advisors · August 28, 2026
- Why We Publish Ranges and Not Client Names Tax Strategy · August 28, 2026
- Economic Substance: What Section 7701(o) Requires Tax Strategy · August 28, 2026
- Learned Hand and the Right to Arrange Your Affairs Tax Strategy · August 28, 2026
- Retention Risk at the Liquidity Event For Advisors · August 28, 2026
- Bringing In a Specialist Without Losing the Relationship For Advisors · August 28, 2026
- What One Introduction Is Worth For Advisors · August 28, 2026
- What the CPA Sees in April That You Could Have Seen in March For Advisors · August 28, 2026
- The Conversation You Are Not Having Before the Sale For Advisors · August 28, 2026
- A 1031 Is Not the Only Path for a Property Sale Selling A Business Or Property · August 28, 2026
- What the Analysis Actually Examines Selling A Business Or Property · August 28, 2026
- Why the Analysis Happens Before the Closing Table Selling A Business Or Property · August 28, 2026
- The Four Taxes That Stack on One Closing Selling A Business Or Property · August 28, 2026
- Lines May Blur When it Comes to Estate and Family Business Succession Planning Estate And Wealth Transfer · April 24, 2024
- White House releases fiscal year 2025 proposed budget Tax Policy And Markets · March 14, 2024
- Enhanced Retirement Landscape: Exploring Secure Act 2.0's Impact on Tax-Favored Plans Estate And Wealth Transfer · February 13, 2024
- Bipartisan Tax Deal Would Expand Credits for Businesses, Children, and Low-Income Housing Tax Policy And Markets · January 23, 2024
- The Present & Future of CAS for Accounting Firms For Advisors · January 20, 2024