HeyJaredTax 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.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 26, 2026
Latest episodes
Episode 27 - Family LLCs & Limited Partnerships: Transferring Wealth Without Giving Up Control (opens the original)
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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
Episode 26 - Buy-Sell Agreements Explained: The Tax Planning Behind Cross-Purchase and Redemption Agreements (opens the original)
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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 havin
Episode 25 - Buy-Sell Agreements Explained: Protect Your Business Before Disaster Strikes (opens the original)
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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 ex
Episode 24 - Spousal Lifetime Access Trust (SLAT) Explained | Estate Tax Planning for Married Couples (opens the original)
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Can you reduce future estate taxes without completely giving up access to your wealth? In this episode of Tax Blueprints , Daniel J. Rohr, CPA/PFS, EA, explains one of the most powerful estate planning strategies available to married couples: the Spousal Lifetime Access Trust (SLAT). SLATs have become increasingly popular among high-net-worth families looking to reduce potential estate taxes while preserving indirect access to transferred assets through a spouse. But they're also one of the most
Episode 23 - Trump Accounts Explained: Should Parents Open One? (opens the original)
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Are the new Trump Accounts really the best way to save for your child's future? In this episode of Tax Blueprints , Daniel J. Rohr, CPA/PFS, EA, breaks down the new Trump Account legislation and explains what parents, grandparents, business owners, and financial planners need to know. You'll learn: What a Trump Account is and how it works Who qualifies for the $1,000 government contribution Contribution limits and investment rules How Trump Accounts are taxed Employer contribution opportunities
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