The Wealth Vibe Show
The Wealth Vibe Show
Conversations with investors, entrepreneurs, family office leaders, capital allocators, and innovators on wealth, investing, and leadership.
Hosted by Vinki Loomba, The Wealth Vibe Show brings together people who build businesses, allocate capital, create opportunities, and think deeply about markets, leadership, and the decisions that shape outcomes.
Each episode features candid conversations with investors, founders, executives, operators, and leaders who share how they evaluate opportunities, manage risk, navigate uncertainty, and make decisions that endure.
Drawing from real-world experience across private markets, real estate, technology, entrepreneurship, and capital formation, the show explores the judgment, relationships, and disciplines behind exceptional results.
At its core, The Wealth Vibe Show is built on a simple belief: wealth is built through sound judgment, meaningful relationships, disciplined execution, and a commitment to creating value.
Disclaimer: This show is for educational purposes only and does not constitute legal, tax, investment, or financial advice. Please consult qualified professionals before making financial decisions.
The Wealth Vibe Show
Ep 241: Tax Shifts Wealth Lifts
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
What if one of the most powerful wealth-building tools isn't the deal itself, but the tax strategy behind it?
In this episode of The Wealth Vibe Show, Vinki Loomba sits down with Vince Porter, President and Managing Partner of Porter & Company CPAs, to discuss how investors can use tax planning, cost segregation, bonus depreciation, and estate strategies to build and preserve wealth.
We recorded this conversation shortly after the One Big Beautiful Bill was introduced. Although the episode was delayed in release, it offers a fascinating look back at the discussion and how those tax changes ultimately unfolded.
Key Takeaways:
- Why proactive tax planning creates more wealth than reactive tax filing
- How cost segregation and 100% bonus depreciation can generate substantial upfront deductions and improve cash flow
- Strategies passive investors can use to maximize K-1 benefits and navigate passive loss limitations
- Tax advantages available to active operators through Qualified Business Income (QBI) deductions
- Estate planning opportunities created by evolving exemption thresholds and step-up in basis rules
- How Roth IRAs and self-directed retirement accounts can potentially convert taxable gains into tax-free growth
- Common tax mistakes investors make and how to avoid them
Episode Timestamps:
00:00 – 01:55 Introduction to Vince Porter and his experience with real estate investors
01:55 – 08:45 Vince’s journey and first-hand lessons on cost segregation and tax strategy
08:45 – 15:20 FY25 tax bill highlights and accelerated wealth-building strategies
15:20 – 23:51 Passive vs active investor strategies, K1s, and QBI deductions
23:51 – 35:51 Case studies: using investment losses for tax-free growth and Roth conversions
35:51 – 44:23 Estate planning, proactive strategies, and investor preparedness
44:23 – 48:54 Rapid-fire insights and how to connect with Vince Porter
🎧 Subscribe & Tune In:
Follow The Wealth Vibe Show for more insights on wealth-building strategies, niche investments, and personal growth from the world of elite finance and family offices.
Follow us @
https://twitter.com/loombainvest
https://www.instagram.com/loombainvest
https://www.facebook.com/Loombainvest
https://www.linkedin.com/in/vinkiloomba
#realestate #realstateinvesting #multifamilyinvesting #passiveinvesting