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
- Lines May Blur When it Comes to Estate and Family Business Succession Planning Tax Planning · April 24, 2024
- White House releases fiscal year 2025 proposed budget Tax Planning · March 14, 2024
- Enhanced Retirement Landscape: Exploring Secure Act 2.0's Impact on Tax-Favored Plans Tax Planning · February 13, 2024
- Bipartisan Tax Deal Would Expand Credits for Businesses, Children, and Low-Income Housing Tax Planning · January 23, 2024
- The Present & Future of CAS for Accounting Firms Tax Planning · January 20, 2024
- 3 Tax-Smart Tactics for Clients With $1 Million or More in Tax-Deferred Investments Tax Planning · January 20, 2024
- Higher interest rates spark interest in charitable remainder trusts Tax Planning · January 2, 2024
- Decoding the Difference: Tax Planning vs. Advisory Tax Planning · January 2, 2024
- How to Get the Most Tax Benefits from a Roth IRA Tax Planning · January 2, 2024
- Should You Elect to Forgo Preferential Tax Treatment on Capital Gains and Dividends? Tax Planning · January 2, 2024
- 5 Ways to Gift Yourself Tax Savings This Holiday Season Tax Planning · December 5, 2023
- Feel Good and Cut Taxes By Using These Five Charitable Giving Strategies Tax Planning · November 29, 2023
- Tax Considerations for High-Net-Worth Individuals in 2023 Tax Planning · November 29, 2023
- IRS Offering Taxpayers Special Tax Credit in 2024 Tax Planning · November 25, 2023
- IRS Delays Imposing $600 Threshold for Reporting Income From Apps Tax Planning · November 22, 2023
- IRS Announces Interest Rates for Underpayment of Taxes for Q1 2024 Tax Planning · November 20, 2023
- IRS Increases Gift and Estate Tax Exempt Limits — Here’s How Much You Can Give Without Paying Tax Planning · November 15, 2023
- The Russia-Ukraine War Will Affect Your Finances. Here’s How. Tax Planning · November 3, 2023
- Physicians and Dentists: A Guide to Navigating the Tax Maze Tax Planning · September 29, 2023
- How to Maximize Depreciation in a 1031 Exchange Tax Planning · September 29, 2023
- The 8 Biggest Tax Increases in Biden’s 2024 Budget Tax Planning · September 29, 2023
- How to pay 0% capital gains taxes with a six-figure income in 2023 Tax Planning · September 29, 2023
- JPMorgan backs off recession call even with ‘very elevated’ risks Tax Planning · September 26, 2023
- Why a Second Opinion on Your Past Tax Returns is as Crucial as a Medical Second Opinion Tax Planning · April 24, 2023