Tax Blueprints

About Tax Blueprints

Tax Blueprints is hosted by Daniel Rohr, the Managing Shareholder of Rohr CPAs. As a tax and financial expert, Daniel has dedicated his career to untangling the complexities of tax and financial planning. Now, he's bringing his experience to the podcast world, sharing individual and business tax planning insights, personal financial strategies, and practical tips to help you reach a secure, prosperous retirement. In each episode, Daniel will delve into the intricacies of tax laws, explain the subtleties of business tax planning, and guide individuals towards a path of financial stability. Whether you're a business owner navigating the murky waters of taxation, or an individual planning for a worry-free retirement, "Tax Blueprints" will provide you with the tools and knowledge you need. The show is designed to inform and inspire listeners to take control of their financial future, understand the implications of tax regulations, and arm them with strategies to maximize their wealth. Join Daniel Rohr as he illuminates the path to fiscal success, one episode at a time. With his wealth of experience and knack for making complex subjects understandable, "Tax Blueprints" is the perfect guide for your financial journey. Tune in, take notes, and start your journey towards a secure and successful financial future with "Tax Blueprints." "Tax Blueprints" is intended for informational and educational purposes only, and does not constitute legal or tax advice and does not establish a CPA-client relationship between any person or entity and Rohr & Associates, Inc.

Publisher

Rohr CPAs

Category

business

Language

en

Explicit

No

First episode

12 May 2023

Latest episode

16 Sept 2026

Latest episodes

27 episodes in the feed.

1. 

   16 Sept 2026

   Episode 27 - Family LLCs & Limited Partnerships: Transferring Wealth Without Giving Up Control

   Family limited partnerships and family LLCs can be powerful estate planning tools for families who want to transfer wealth to the next generation without immediately giving up management and control. In this episode of Tax Blueprints, Daniel Rohr, CPA/PFS, EA, explains how family LLCs and limited partnerships work, why families use them, and how they can help coordinate estate tax planning, business or real estate succession, family governance, and asset protection. Daniel also breaks down how valuation discounts for lack of control and lack of marketability actually work, and why those discounts should be the result of a legitimate economic structure rather than the reason the entity was created in the first place. The episode explores lifetime gifting of entity interests, shifting future appreciation outside of the taxable estate, retaining management authority while transferring economic ownership, and the important income-tax tradeoff between estate tax savings and a potential loss of basis step-up. You'll also learn why IRC Section 2036 is so important, what the IRS tends to scrutinize, how family LLCs can work alongside a Spousal Lifetime Access Trust (SLAT), and which families may be poor candidates for this type of planning. If you own substantial real estate, a closely held business, or other appreciating assets and are thinking about long-term succession and estate planning, this episode provides a practical framework for understanding where family entities may fit.

2. 

   2 Sept 2026

   Episode 26 - Buy-Sell Agreements Explained: The Tax Planning Behind Cross-Purchase and Redemption Agreements

   Welcome to the second installment of our Buy-Sell Agreement series, where we move beyond the fundamentals and focus on one of the most critical aspects of any buy-sell agreement: tax planning. In "Buy-Sell Agreements Explained (Part 2): The Tax Planning Behind Cross-Purchase and Redemption Agreements," Daniel Rohr, CPA/PFS, EA, explores how the structure of a buy-sell agreement can have lasting tax consequences for business owners and why choosing the right approach is just as important as having an agreement in place. This episode explains the differences between cross-purchase and entity redemption agreements, including how each structure works, when one may be more advantageous than the other, and the tax implications business owners should understand before signing an agreement. Daniel discusses basis adjustments, ownership changes, funding considerations, and how the chosen structure can affect both the departing owner's family and the remaining owners. The discussion also examines how life insurance is commonly used to fund buy-sell agreements, the advantages and limitations of various funding methods, and why liquidity planning is essential to ensure the business can successfully navigate a triggering event without placing unnecessary financial strain on the company or its owners. Listeners will also learn about several advanced planning considerations, including the importance of business valuations, coordinating buy-sell agreements with estate and succession plans, avoiding common drafting mistakes, and recognizing situations where an existing agreement should be reviewed and updated. Daniel explains why buy-sell agreements should evolve alongside the business rather than remain static documents that are forgotten after they are signed. Whether you own an S corporation, partnership, LLC, or closely held C corporation, this episode provides practical guidance to help you better understand the tax consequences behind buy-sell agreement design and why thoughtful planning can preserve both business continuity and long-term shareholder value. Disclaimer: This podcast provides general information and discussions about tax, financial planning, and related subjects. The information provided by the podcast host is not intended to and does not constitute financial, legal, investment, or tax advice, and no listener should rely on any content in this podcast as such. Always consult a qualified professional regarding your specific needs and circumstances.

3. 

   19 Aug 2026

   Episode 25 - Buy-Sell Agreements Explained: Protect Your Business Before Disaster Strikes

   Welcome to the first installment of our series on one of the most important, yet frequently overlooked, legal and financial documents for business owners: the Buy-Sell Agreement. In "Buy-Sell Agreements Explained (Part 1): Why Every Business Owner Needs a Plan," Daniel Rohr, CPA/PFS, EA, explains what a buy-sell agreement is, why it matters, and how it can protect both a business and its owners when life takes an unexpected turn. This episode introduces the purpose of a buy-sell agreement and explores the situations that can trigger the need for one, including the death, disability, retirement, divorce, bankruptcy, or voluntary departure of an owner. Daniel explains how the absence of a properly drafted agreement can create significant financial, operational, and legal challenges for the remaining owners, the departing owner, and their families. The discussion also examines the fundamental components of a well-designed buy-sell agreement, including ownership transfer provisions, valuation methodologies, funding considerations, and the importance of clearly defining when and how ownership interests may be bought or sold. Listeners will gain a practical understanding of why these agreements should be customized to the specific needs of each business rather than relying on generic templates. Throughout the episode, Daniel discusses common mistakes business owners make, including waiting until a triggering event occurs, failing to update agreements as the business grows, and overlooking the coordination between legal documents, tax planning, insurance, and the company's overall succession strategy. Whether you own a family business, professional practice, partnership, or closely held corporation, this episode provides a practical foundation for understanding why every business with multiple owners should have a thoughtfully designed buy-sell agreement in place before it is ever needed. Disclaimer: This podcast provides general information and discussions about tax, financial planning, and related subjects. The information provided by the podcast host is not intended to and does not constitute financial, legal, investment, or tax advice, and no listener should rely on any content in this podcast as such. Always consult a qualified professional regarding your specific needs and circumstances.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

7 ratings

Contact Tax Blueprints

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.