No strategies match these filters.
Business Owner — high cash flow / income
W-2 Professional — appreciated stock & RSU
⚠️ Educational reference — not tax or legal advice. Strategy suitability depends on each client's facts; several carry eligibility rules (passive activity §469, at-risk §465, material participation, W-2 vs. capital-gain treatment). Sources link to the speaker slide deck or Elite Resource Team book where the strategy appears.