In this episode of Wealth Unfiltered, we sit down with Chris Shockowitz, Chief Operating Officer and Lead Tax Strategist at DeferTax.com, to explore how high-income earners legally reduce, defer, and strategically eliminate significant tax burdens through advanced planning.
Chris has spent over a decade helping entrepreneurs, real estate investors, business owners, and high-net-worth professionals navigate complex tax structures tied to real estate transactions, business exits, and high earned income. Unlike traditional CPAs who focus on reporting past income, Chris specializes in forward-looking tax strategy designing customized frameworks that help clients retain more capital and reinvest it into long-term wealth creation.
In this conversation, we break down how tax deferral works beyond surface-level deductions, how real estate can be used as a tax efficiency tool, and how business owners can structure exits without losing millions to unnecessary tax exposure.
To learn more about Chris and his work, visit DeferTax.com to explore his firm’s tax strategy services, resources, and consulting programs.
Find Chris here: https://www.linkedin.com/in/christopher-shockowitz/
