How Proactive Tax Planning Can Help You Keep More Money

Building wealth isn't only about making more money it’s about creating the right financial structure to keep and grow more of what you earn. In this conversation with Rod Khleif, Loral Langemeier explains why proactive tax planning is an important part of that foundation.

Rather than waiting until tax season, Loral shares how proactive tax planning means looking ahead at income, investments, corporate structure, deductions, and opportunities throughout the year. She also discusses strategies including R&D credits, cost segregation, corporate entities, trusts, and tax return reviews.

Ultimately, proactive tax planning is about connecting your taxes with the bigger picture of how you make, invest, protect, and build wealth, so your financial strategy works together instead of as separate pieces.

Loral's Takeaways:

Loral's Background and Early Career (00:00)Transition to Financial Services and Mentorship (01:27)Challenges in the Financial Services Industry (03:59)Integrated Wealth Systems and Tax Planning (06:06)Tax Saving Strategies and Client Education (07:32)Proactive Tax Planning and Client Support (13:43)Legacy Planning and Client Education (14:26)Integrated Wealth Systems and Client Support (15:26)Client Testimonials and Success Stories (16:10)

Meet Rod Khleif:

Rod is a seasoned entrepreneur, real estate investor, and philanthropist with over 40 years of experience, having built 24+ businesses and owned 2,000+ properties. From immigrating with nothing to building and losing a $50M portfolio during the 2008 crash and rebuilding it all . Rod shares powerful lessons on mindset, resilience, real estate, and high performance . He’s also the founder of

The Tiny Hands Foundation, which has helped over 95,000 children in need. Rod brings a unique blend of technical insight and motivational depth to any conversation

Meet Loral Langemeier:

Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.

Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.

The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.