Fund managers, private equity leaders, and real estate GPs are not supposed to play by retail tax rules.

In this Podcast, CPA and fund CFO James Bohan breaks down how sophisticated investors and managers can legally make taxes “optional” using entity structuring, real estate, cash-flow driven equity, and values-aligned planning.

If you’re running capital, managing other people’s money, and care about both performance and principles (where your tax dollars actually go), this is your lane.