Tax-Efficient Investing Strategies for High-Income Earners & Real Estate Investors

Smiling person wearing a bow tie and suspenders, Shawn Ogawa, The Tax Efficient Advisor.

Actionable Ideas for Tax Strategy, Wealth Preservation, and Legacy Building

Retire Smarter

With

Tax Efficient Investing

And

Alternative Investments You May Have Missed

At The Tax Efficient Advisor, I share practical strategies to help high-income professionals, real estate investors, and business owners grow and preserve their wealth—while minimizing unnecessary taxes. This blog is designed for those who want to keep more of what they’ve earned through smart, forward-thinking financial planning.

From 1031 exchanges and Solo 401(k) plans to alternative investments and tax-efficient retirement income, each article is crafted to provide clarity, confidence, and actionable guidance in an ever-changing financial landscape.

Whether you're preparing for a liquidity event, exploring ways to diversify beyond the stock market, or building a legacy plan that aligns with your values, you’ll find insights here to help you make informed, strategic decisions.

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