If you’re an investor or high-net-worth individual, “year-end cleanup” isn’t a strategy—it’s a leak. In this episode of the Bow Tie & Real Estate Podcast, attorney Faisal Elkhatib sits down with Nisch Rawal (Managing Partner, NCPAs) to walk through the exact moves that turn tax from a cost center into a growth engine.
They start by reflecting on what’s changed since they first met a year ago, then get straight into acquisitions, entity structure, cash-flow design, and proactive planning that can literally save you seven figures over time.
Watch the episode
What you’ll learn (fast, practical, ROI-driven)
Most investors treat taxes like cleanup. We design the year like engineers. “Tax repairs” here means fixing the chassis—entity wiring, money flow, documentation—so the strategy survives scrutiny and keeps cash in your pocket.
Your pipeline should serve the plan, not fight it. We’ll show how holdco/opco roles, inter-company agreements, fees, and distribution timing turn into a machine that prints efficiency instead of friction.
Near six-figure tax bills? That’s your graduation signal—from compliance to architecture. Bring NCPAs in before the deal closes so transactions are designed, not retrofitted.
Read the Code like an investor. Policy shifts open windows; the right positioning can be the difference between “we paid what we owed” and “we legally paid far less.”
The twin levers: capital gains and depreciation. Sequence acquisitions and cost seg, manage basis, and net gains/losses across the portfolio—or you’re tipping the IRS.
Opportunity Zones, done right: structure + patience. Hold qualified OZ investments 10+ years and you can target 0% federal capital gains on appreciation.
Proactive > Reactive: design entities, acquisition calendar, depreciation elections, exits—then execute.
Who should attend
- Active investors scaling portfolios
- Founders / high-income pros with large tax exposure
- Family offices & advisors seeking institutional-grade structure
- Anyone moving from “file & hope” to designed, proactive planning
See the structures behind the strategy
Entity diagrams • inter-company cash-flow • depreciation schedules • OZ frameworks • live Q&A
Save My Seat — EventbriteContact EV HÄS, LLC Today and Take Action
Don’t wait. Call EV HÄS, LLC at (312) 775-0980 or fill out our online form to schedule your free consultation. Let our dedicated team protect your and your future.