The Long Game

Thomas Kopelman
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Mar 29, 2024 • 39min

Tax Planning Before A Business Sale With Successful Entrepreneur Ankur Nagpal

In this episode with Ankur Nagpal we talk: - about him scaling his first business to over $25mil in revenue - tax planning moves he made to get $3mil capital gains tax free - other tax planning moves to consider - the power of solo 401(k)s
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Mar 22, 2024 • 36min

10 Biggest Mistakes Business Owners Make

In this episode with Thomas and Jacob go through 10 of the biggest mistakes they see business owners make. Some of the one's covered are: Holding too much or not enough cash in the business Not planning taxes  Waiting till right before tax filing to do tax planning  Not thinking Tax election status QBI Optimizing retirement accounts
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Mar 15, 2024 • 26min

Understanding Real Estate Syndications With Aleksey Chernobelskiy

Real estate syndications are really popular today. But not all of them are created equal. Aleksey helps us understand: - what they are - how they work - mistakes people make when investing in them
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45 snips
Mar 8, 2024 • 44min

Scaling To 600 Employees and Lessons Learned Along The Way with Michael Girdley

In this episode with Michael Girdley we talk: - his journey from starting one business to now running 10 - how to create your perfect day - advice he has for other business owners
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Mar 1, 2024 • 25min

Tax Moves You Can Still Make for 2023 and The Truth On Private Equity

Discover tax moves for 2023, proactive vs. reactive tax planning, and insights into private equity. Learn about maximizing tax savings with solo 401k, utilizing HSAs for medical expenses, and the risks of private equity investments.
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Feb 23, 2024 • 38min

Growing A Business and Raising Money Through Seed Rounds With Rafael Loureiro

In this episode with Rafael Loureiro we talk about: - how to grow a business - how to raise capital - the challenges that come with raising capital - what to look for in the people who are giving you money - how to maintain culture - why investing in second time CEOs can be wise
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Feb 16, 2024 • 46min

10 Misconceptions People Have On Taxes, Business, Investing, & Risk

In this episode with Thomas Kopelman and Jacob Turner, we talk about 10 misconceptions people have like: - leaving money in the business means it is not taxed - low deductibles are most important on insurnaces - the goal is to pay the least amount of taxes this year - Always go Roth or always go Traditional And much more!
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Feb 9, 2024 • 41min

All Things Private Flying with Preston Holland

In this episode with Preston Holland we talk: - The various ways to fly private - At what wealth levels you can afford each type - How much they all cost - The tax benefits for business owners
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48 snips
Feb 2, 2024 • 44min

How We Manage Our Finances As Financial Planners

In this episode with Jacob and Thomas, we talk about: - how we manage our money - the tax planning we do - our savings and investing priorities - if we do Roth vs traditional - how we spend our money - how we invest - mistakes we have made
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Jan 26, 2024 • 52min

NIL, How To Plan If Getting NIL Money, and Financial For Planning 1099 Folks With Darren Heitner

In this episode with top NIL lawywer, Darren Heitner, we talk: - About his journey from sports agent to law firm owner - About all things NIL, how it works, how they are paid, etc. - Financial planning for NIL athletes, soloprenuers, etc.

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