Tax Blueprints Podcast
Straight talk on tax, business, and wealth.
Hosted by Daniel Rohr, CPA/PFS. Tax Blueprints covers what clients actually ask about: real estate, retirement plans, equity compensation, entity choice, and estate planning fundamentals. Listen below, or subscribe on your favorite platform.
Start here
Featured episodes.
Episode 24
Aug 5, 2026Spousal Lifetime Access Trusts. How completed gifts move future appreciation out of your estate while your spouse keeps indirect access, and the risks that undo it.
Episode 22
Nov 17, 2023SEPs, SIMPLEs, Solo 401(k)s, and Safe Harbor plans, how to pick the right retirement vehicle for your business.
Episode 10
Aug 9, 2023Passive, active, and material participation, the rules that determine whether real estate losses actually offset your other income.
Full archive · 24 episodes
Every episode of Tax Blueprints.
- Ep 23Trump Accounts Explained: Should Parents Open One?Jul 27, 2026
- Ep 21Donor-Advised Funds and Charitable BunchingSep 22, 2023
- Ep 20Auto Expense Deductions for Business OwnersSep 15, 2023
- Ep 19FBARs and Foreign Asset ReportingSep 8, 2023
- Ep 18Navigating Business Entities: Sole Prop to CorporationSep 1, 2023
- Ep 17Unpacking the Power of DepreciationSep 1, 2023
- Ep 16Educational Savings Accounts: 529s, Coverdells, Roths, and MoreAug 26, 2023
- Ep 15Securing Your Children's Future With a Roth IRAAug 18, 2023
- Ep 14Demystifying the Annual Gift Tax ExclusionAug 11, 2023
- Ep 13Lifecycle of a Living Trust in CaliforniaAug 9, 2023
- Ep 12Section 754: Navigating Partnership Tax ElectionsAug 9, 2023
- Ep 11Section 1202: Qualified Small Business StockAug 18, 2023
- Ep 9The Qualified Business Income DeductionAug 9, 2023
- Ep 81031 Exchanges: A Comprehensive GuideAug 11, 2023
- Ep 7Section 280A: Home Office, Vacation, and Below-Market RentalsAug 9, 2023
- Ep 6S-Corporations, Self-Employment Taxes, and Your RetirementAug 9, 2023
- Ep 5Unmasking Phantom IncomeAug 9, 2023
- Ep 4IRA 101: Traditional and Roth IRAsAug 9, 2023
- Ep 3Cost Segregation Studies and the Grouping ElectionAug 9, 2023
- Ep 2Net Unrealized Appreciation (NUA) in Retirement and Estate PlanningAug 9, 2023
- Ep 1Understanding Health Savings Accounts (HSAs)Aug 9, 2023