Roger Roundy

CEO of Strategic Associates and advanced tax strategist who helps high-income earners implement legal tax-mitigation programs and advanced planning solutions such as captive insurance, leveraged gifting, depreciation strategies, and financial instruments to reduce tax liability.

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Nov 21, 2025 • 1h 7min

The Most Overlooked End-of-Year Tax Moves for High Earners (6 Advanced Tax Strategies)

In this engaging discussion, Roger Roundy, CEO of Strategic Associates and an advanced tax strategist, shares insights on maximizing tax savings for high earners. He explains advanced strategies such as leveraging carry-forward losses for significant tax benefits and using Section 704B for income deferral. Roger also highlights the importance of charitable gifting techniques and explores the advantages of solar tax credits. The conversation emphasizes not just tax mitigation, but also the role of stewardship and responsible planning.

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