What if one of the biggest threats to your wealth isn't market volatility, but the taxes you're unnecessarily paying?
In this episode, Dave Wolcott sits down with Julio Gonzalez, founder and CEO of Engineered Tax Services, to explore how entrepreneurs and investors can move beyond traditional tax preparation and build a more proactive tax strategy. They discuss cost segregation, bonus depreciation, tax credits, business investments, and liquidity events—and how coordinating the right specialists can help preserve capital and support long-term wealth creation.
What You'll Learn
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Why proactive tax planning can create more opportunities than simply preparing your taxes at year-end
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How strategies such as cost segregation, bonus depreciation, and tax credits may help eligible business owners and investors reduce their tax liabilities
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How coordinated tax planning and investment decisions can help turn retained capital into assets that generate cash flow and build wealth
Julio Gonzalez is the founder and CEO of Engineered Tax Services, a firm that works with accounting professionals, business owners, investors, and family offices to identify tax-planning opportunities.
With more than 25 years of experience, Julio has worked alongside accounting firms, tax attorneys, and engineers on cost segregation, research and development tax credits, energy incentives, and other tax strategies. He also discusses his experience contributing to federal tax policy and tax reform efforts in Washington, D.C.
This episode covers tax strategy, proactive tax planning, tax efficiency, tax strategies for entrepreneurs, high-income earners, cost segregation, bonus depreciation, real estate tax benefits, business tax deductions, R&D tax credits, tax incentives, liquidity events, business exit planning, Opportunity Zones, wealth preservation, alternative investments, cash flow, family office tax strategy, tax-law specialists, and generational wealth.
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