Matthew Chancey

Tax Alpha Solutions by Matthew Chancey serves as a solid introduction for high-net-worth individuals looking for outside the box tax strategies. The book does a great job at providing ideas and gives insights how the author has used each solution to help his clients save money. I like how Chancey recommends a tailored approach for each individual's situation and outlines some general approaches he and his team have used successfully with his clients. Where the book lacks is in depth in any show more of the strategies provided. Each topic is covered at a very high level. In order to go deeper on any of these subjects you'll either have to do your own research or find a professional who has expertise in the solution you're interested in.

Overall, this book is a great starting place for someone looking for advanced tax strategies, primarily aimed at high earners and tax professionals. While I'm not the target audience for the book, I did find a couple things that could be helpful and need to look further into for myself. show less