Charting Opportunities With Portus Wealth Advisors

William Bissett
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 Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we're committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results. Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business. Whether you're a seasoned entrepreneur or just starting out, "Charting Opportunities" provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors. 

  1. 1d ago

    Before You Buy That Treasury Bond, Read This First. | Portus Perspectives

    Most people see a 5.3% yield on a 30-year Treasury and think it sounds like a great deal.  Before you buy, make sure you understand what you're actually getting into. In this installment of the Portus Perspectives series, William breaks down the relationship between interest rates and bond prices in plain language, using a simple seesaw analogy that makes one of the most misunderstood concepts in investing immediately clear. Here's the basic dynamic: When interest rates rise, bond prices fall. When interest rates fall, bond prices rise. It's a supply and demand issue. If you're holding a bond paying 5% and a new bond comes out paying 5.3%, your bond has to fall in price to remain competitive. Simple as that. So yes, a 30-year US Treasury yielding 5.3% means a million dollar investment generates $53,000 a year in guaranteed income. That sounds compelling. And in the right situation, it might be exactly the right move. But there are two risks worth understanding before you commit.  1. The first is inflation. If inflation rises over the next 10 to 30 years, that $53,000 buys less and less every year. The purchasing power erodes even as the income stays the same.  2. The second risk is related. If inflation rises, interest rates tend to follow. And if rates rise further, the price of your existing bond falls. You'll get your million dollars back at maturity. But if you need to sell before then, you may not get what you are hoping for. Is a 5.3% Treasury yield a good deal?  Maybe.  It depends on what you are trying to accomplish, what your time horizon looks like, and what your expectations are for inflation over the life of the bond. What's right for one investor may be completely wrong for another. Key Topics Covered: The Seesaw Analogy: Why interest rates and bond prices always move in opposite directions.The 5.3% Treasury Yield: What $53,000 a year on a million dollar investment actually means.The Inflation Risk: Why guaranteed income is not the same as guaranteed purchasing power.The Price Risk: What happens to your bond's value if rates rise further before maturity.Is It the Right Decision: Why the answer depends entirely on your situation and goals.Know What You Own: Why understanding the basics of bond pricing makes you a better investor.If you've been thinking about locking into a long term Treasury or any fixed income instrument, this episode will make sure you go in with your eyes open. ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Before You Buy That Treasury Bond, Read This First. | Portus Perspectives  Originally Recorded on September 21, 2026  Portus Perspectives: Episode 54 #Bonds #TreasuryBonds #InterestRates #Investing #WealthManagement #FinancialPlanning #BusinessOwner #PortusPerspectives #PortusWealth #PersonalFinance #BondMarket #Inflation #RetirementPlanning #FixedIncome #Entrepreneurship

  2. 3d ago

    Viral Growth with No Ad Spend: Dr Mark Brinson, Evil Bone Water | Full Episode

    What if your best marketing move was giving away your formula for free? ➡️ https://portusadvisors.com/?utm_source=youtube&utm_medium=social&utm_campaign=brinson_s2e7 In this episode of Charting Opportunities, John Sanders sits down on stage with Dr. Mark Brinson (Army veteran, former acupuncture physician, and founder of Evil Bone Water) to unpack one of the most unconventional business growth stories you'll hear.  Dr. Brinson built Evil Bone Water from a porch-side kitchen operation into a company producing 700,000+ units annually, with 35% year-over-year growth and no traditional advertising. The secret?  Authentic brand building, a win-win-win philosophy, and radical transparency his industry had never seen. What you'll learn in this episode: - How Dr. Brinson nearly went pro as a triathlete, including a story about racing a young Lance Armstrong - His path from Army infantry to Chinese medicine and why he chose acupuncture over an MD program - The quality decline in Chinese herb imports that sparked the creation of Evil Bone Water - Why posting his formula and production process online went viral overnight... and launched the business - His case-only wholesale model and why he turned down retail chains, Amazon, and ad budgets - The "idiot savant of Chinese medicine" brand strategy and how bad Photoshop built real customer loyalty - Growing from 3–5 orders per week to 700,000+ units using no loans, no investors, and scrappy in-house manufacturing - "Collecting people" - why building personal vendor relationships before you need them changes everything - GMP certification as the path to hospital systems, the VA, and a sellable business... even if you never plan to sell Dr. Brinson also shares his philosophy on consistent, persistent effort and why every decision he makes is built with an exit in mind, even though he hopes Evil Bone Water becomes a family legacy. Whether you're building a product company, a practice, or a service business, this episode is packed with lessons on brand discipline, operational thinking, and what it really means to help people first. Join the Conversation: ➡️ Portus Wealth Advisors: https://portusadvisors.com ➡️ Connect with Evil Bone Water: https://www.evilbonewater.com ➡️ Portus Facebook: https://facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn: https://linkedin.com/company/portus-wealth-advisors/about/ 00:00:00 Welcome to Charting Opportunities 00:02:58 Dr. Brinson's triathlon background & racing Lance Armstrong 00:09:30 From triathlete to Army infantry 00:11:00 Choosing Chinese medicine over an MD program 00:14:30 The origin of Evil Bone Water 00:21:00 Going viral with zero ad spend 00:24:30 Authentic brand building and bad Photoshop marketing 00:28:30 Growing pains: scaling from porch to warehouse 00:31:30 "Collecting people" and building real vendor relationships 00:35:00 GMP certification and SOPs as the path forward 00:41:30 Final thoughts and key takeaways 00:44:00 Q&A: Where did the name "Evil Bone Water" come from? 00:47:30 Q&A: From the clinic porch to 700,000+ units 00:50:30 Q&A: Persistence, veterans, and the mission ahead ORIGINAL MEDIA SOURCE(S):  Dr. Mark Brinson: Viral Growth With No Ad Spend | Evil Bone Water | Charting Opportunities Originally Recorded on June 10, 2026 Charting Opportunities: Season 2, Episode 7 Images courtesy of: Dr. Mark Brinson and Evil Bone Water #EvilBoneWater #ChartingOpportunities #PortusWealthAdvisors #SmallBusiness #BusinessGrowth #Entrepreneur #ViralMarketing #ChineseMedicine #BrandBuilding #BusinessExit #GMPCertification #OrganicGrowth #WholesaleStrategy #AuthenticMarketing #ArmyVeteran

  3. 5d ago

    Why the Fed Raising Rates Isn't the Bad News Most Business Owners Think | Portus Perspectives

    Most business owners hear "rate hike" and brace for impact. They're looking at it wrong. ➡️ Learn more about how we handle different rate environments: https://portusadvisors.com?utm_source=youtube&utm_medium=video&utm_campaign=portus-perspectives-ep53 In this installment of the Portus Perspectives series, William follows up on a previous conversation about interest rates and bond prices to tackle the business side of what's happening in the current rate environment. Inflation has been a persistent issue since 2022 when the Federal Reserve started raising interest rates to bring it under control.  At its peak, inflation was running somewhere between six and eight percent. The causes have been layered.  - Onshoring and nearshoring manufacturing back to the US has driven up building costs.  - The tariffs enacted last year created their own inflationary impact, largely one-time but real. - And the ongoing conflict in Iran has disrupted oil markets in ways that continue to feed elevated prices. The Fed has a dual mandate that makes it unique among central banks. It's targeting both low unemployment, theoretically somewhere between four and five percent, and low inflation at a two percent target.  Right now unemployment is right in range. Inflation isn't, so the Fed keeps raising rates to slow consumption and bring prices back in line. Here's where it gets interesting for business owners.  When the Fed raised short term rates most recently, the expected reaction would have been for long term rates to rise as well.  That's not what happened.  Long term rates actually fell. And that's a meaningful distinction for anyone whose borrowing costs are tied to the ten year Treasury, which includes thirty year mortgages and a wide range of consumer and business loans. The market is signaling that it believes the Fed is serious about controlling inflation. When inflation expectations come down, long term rates follow.  That's good news for home builders, for borrowers, and for business owners who have been waiting for borrowing costs to come down. The Fed is doing its part.  The remaining variable is whether Congress and the administration can get spending under control, because that'll drive inflation expectations over the next decade regardless of what the Fed does in the short term. Key Topics Covered: The Inflation Story: What's been driving elevated inflation since 2022 and why it has been slow to come down.The Fed's Dual Mandate: Why the Federal Reserve is the only central bank targeting both unemployment and inflation.What Happened When the Fed Raised Rates: Why long term rates fell instead of rising and what that means.The Ten Year Treasury Connection: How so many business and consumer borrowing rates are tied to this benchmark.Inflation Expectations and the Market: Why what the market believes about future inflation matters as much as the rate itself.What Business Owners Should Watch: The role of Congress and spending in driving long term inflation expectations.If you've been watching the Fed raise rates and wondering what it actually means for your borrowing costs and your business, this episode will give you the clearest picture available right now.  ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Why the Fed Raising Rates Isn't the Bad News Most Business Owners Think | Portus Perspectives  Originally Recorded on September 22, 2026  Portus Perspectives: Episode 53 Chapters: 00:00 Why Business Owners Are Looking at Rate Hikes Wrong 01:00 What's Been Driving Inflation Since 2022 02:00 The Fed's Dual Mandate Explained 03:00 Why Long Term Rates Fell When the Fed Raised Short Term Rates 04:00 What This Means for Business Owners and Borrowing Costs 05:00 What Congress Needs to Do Next #InterestRates #FederalReserve #Inflation #BusinessOwner #WealthManagement #FinancialPlanning #Entrepreneurship #SmallBusiness #Economy #PortusPerspectives #PortusWealth #Mortgage #BondMarket #MacroEconomics #BusinessFinance

  4. Sep 25

    The Business Exit Options Every Owner Should Know Before It's Too Late | Portus Perspectives

    What are your options when it's time to exit your business? William Bissett breaks down the five paths every business owner should understand, from private equity to simply letting it run. ➡️ Talk with Portus about your exit options. https://portusadvisors.com/?utm_source=youtube&utm_medium=video&utm_campaign=portus_perspectives&utm_content=ep52 Running a business is exhausting.  It's nonstop.  It's a seat that most people around you will never fully understand. And when you've built something with real value, the question of what comes next deserves an honest answer. William walks through the full menu of exit options available to most business owners. Private equity is often the first conversation. PE-backed entities are out there actively buying businesses like yours, packaging them together for economies of scale, and selling the combined entity at a premium. For many business owners it is one of the most lucrative paths available. Strategic buyers are another strong option. A larger company already operating in your industry that's looking for downstream acquisitions. Also typically among the more lucrative exits for the seller. An ESOP, or employee stock ownership plan, allows you to sell to your employees. With the right structure it can come close to matching the financial outcome of a private equity deal, though the buyout timeline tends to be longer and carries a bit more risk on the tail end. Internal succession options include selling to a family member or to your existing management team. The management buyout can be complex depending on the size of the business, but with a multi-year, multi-layer structure it's absolutely achievable. Then there is the option most business owners default to without meaning to. Just letting it run. Keeping the cash flowing, kicking the decision down the road, and hoping the well-oiled machine stays well-oiled.  It's a strategy. But without intentionality behind it, it tends to become less profitable, less driven, and less of everything the owner built it to be. The message William closes with is a direct one: don't let inaction be your exit strategy.  Whatever path you choose, choose it on purpose. Key Topics Covered: - Private Equity: How PE-backed buyers work and why it is often one of the most lucrative exit options. - Strategic Buyers: What a strategic acquisition looks like and who's typically looking. - ESOPs: How selling to your employees works and the trade-offs. - Family and Management Buyouts: Internal succession options and how to structure them. - Letting It Run: Why defaulting to inaction is a strategy with real consequences. - Choose Intentionally: Why mapping out your exit in advance protects you, your employees, and everything you built. If you've been putting off the exit conversation because the options feel overwhelming, this episode will give you the clarity to start thinking about it differently. ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: The Business Exit Options Every Owner Should Know Before It's Too Late | Portus Perspectives  Originally Recorded on September 22, 2026  Portus Perspectives: Episode 52 00:00 What Are Your Options as a Business Owner? 01:00 Private Equity and Strategic Buyers 02:00 ESOPs and Selling to Your Employees 03:00 Family Succession and Management Buyouts 04:00 Why Inaction Becomes the Default and What It Costs You #BusinessExit #ExitStrategy #SellYourBusiness #ESOP #PrivateEquity #BusinessOwner #Entrepreneurship #WealthManagement #SuccessionPlanning #PortusPerspectives #PortusWealth #SmallBusiness #MergersAndAcquisitions #FamilyBusiness #BusinessLegacy

  5. Sep 21

    What Is Financial Planning? The Two Part Framework Nobody Explains | Portus Perspectives

    In this installment of the Portus Perspectives series, William takes a step back from client stories and market commentary to answer a question that comes up more often than you might expect, even among people who already have a financial advisor. What is financial planning? Really... William's been in this business for over 20 years.  He started selling annuities and life insurance, moved to Morgan Stanley, and eventually landed in the back office of a growing financial planning firm where he learned what the profession actually looked like when done right. And the framework that firm used has stayed with him ever since. They called it Part A and Part B... not the most glamorous branding, but the structure was solid. Part A is the here and now: 1. Cash flow first. What do you make, what do you spend, what do you save?  2. From there, taxes. What are you paying now and what might you pay in the future?  3. Then retirement, or what William now calls financial independence. Do the assets you have accumulated support a life where work becomes optional? And if not, what investment strategy, savings rate, and bucket allocation gets you there? The 401k bucket, the Roth bucket, the taxable bucket, the 529 bucket. All of it lives in Part A. Part B is the what if: - What if you die?  - What if you can't work?  - What if you need long term care?  That's where life insurance, disability insurance, and long term care insurance come in. And then the piece nobody likes to talk about but everyone needs. Estate planning. When you're gone, where does the money go? To your spouse, your kids, a charity? How is it structured and what does it protect? Wrap those two frameworks around each other and you have financial planning. Not investment management. Not tax prep. Not insurance sales. The whole picture. If your current advisor only does one piece, William has a clear message for you: "That is not financial planning." That is a single component of the bigger picture. Key Topics Covered: What Financial Planning Actually Is: Why so many people misunderstand or have never had it explained clearly.William's Career Path: From annuities to Morgan Stanley to a firm that did it right.Part A Explained: Cash flow, taxes, retirement projections, financial independence, and bucket strategy.Part B Explained: Life insurance, disability insurance, long term care, and estate planning.The Financial Independence Model: What it means to have assets that support a life where work is optional.Are You Actually Getting Financial Planning: How to know whether your advisor is doing the whole job or just part of it.If you've ever wondered whether what you are getting from your financial advisor is truly financial planning, this episode will give you a clear and honest answer. ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: What Is Financial Planning? The Two Part Framework Nobody Explains | Portus Perspectives Originally Recorded on September 15, 2026 Portus Perspectives: Episode 51 #FinancialPlanning #WealthManagement #BusinessOwner #RetirementPlanning #FinancialIndependence #EstatePlanning #Insurance #TaxPlanning #PortusPerspectives #PortusWealth #Entrepreneurship #SmallBusiness #401k #RothIRA #FinancialAdvisor

  6. Sep 18

    What Was Your Favorite Decade? His Answer Will Stay With You. | Portus Perspectives

    In this installment of the Portus Perspectives series, William shares one of the most powerful client stories of his career.  A story about a man who had been fighting cancer since 2006, who outlived every timeline the doctors gave him, who left behind something extraordinary for the grandkids he wasn't sure he'd get to see grow up. When the cancer came back around 2015 and 2016, William suggested they do something unusual.  A video.  Not a financial planning video, but a legacy video.  A decade by decade conversation about who he was, what shaped him, what he overcame, what he built, and what he learned along the way.  Recorded in the mountains of Virginia with a beautiful backdrop, the client walked through his life from childhood to career to family to the chapter he was living in right at that moment. At the end of each segment William asked a few questions, drawing out the things that mattered most and might not have made it onto the recording: the successes, the hardships, the growing pains, the failures, and everything in between. At the very end, William asked him one final question: "What was your favorite decade?" The client barely paused. He looked right back at William and said, "This one." And then he explained why... "If it is not this one, what am I still here for?" That answer struck deep... because looking back matters. It defines us, shapes us, and reminds us of everything we've been through.  But today is a new day.  And the people who keep moving forward, the ones that stay curious about what comes next, who ask... "What am I going to do with everything I've learned..." Those are the ones who keep living fully right up until the end. Key Topics Covered: The Legacy Video: Why William suggested recording a decade by decade life story for a client facing a terminal diagnosis.The Decades Conversation: What it looked like to capture the essence of a life, challenge by challenge and decade by decade.The Final Question: What William asked at the end and why the answer stopped him cold.This One: Why choosing the decade you are in right now is the most powerful answer possible.Looking Back and Looking Forward: Why both matter and which one propels you into what comes next.The Lesson for All of Us: What it means to keep asking what is next regardless of where you are in the journey.If you have ever caught yourself living more in the past than the present, this episode will remind you why the decade you are in right now deserves to be your favorite one. ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: What Was Your Favorite Decade? His Answer Will Stay With You. | Portus Perspectives  Originally Recorded on September 15, 2026  Portus Perspectives: Episode 50 #Mindset #Legacy #BusinessOwner #Entrepreneurship #PersonalGrowth #LifeLessons #LookingForward #WealthManagement #PortusPerspectives #PortusWealth #Leadership #Resilience #Cancer #LifePlanning #GrowthMindset

  7. Sep 14

    The Gift You Can't Buy: What Makes a Business Culture Last | Portus Perspectives

    In this installment of the Portus Perspectives series, William opens with a story about a friend, Walt Frye, a longtime member of the Charlotte Angel community who William had the pleasure of connecting with a conference for financial planners here in Charlotte in late 2025.  As a result, Walt ended up as the keynote speaker. One question he posed to the room stayed with William ever since.  "What have you been given or received that cannot be purchased?" William turns that question on himself first. His grandfather was a tobacco auctioneer who woke up at 3:30 in the morning and worked relentlessly through peak season, modeling a standard of hard work that William absorbed without realizing it. His dad gave him the gift of laughter and humor, the ability to find joy and have fun in the middle of the grind. His mom gave him love and hospitality, always looking after the people around her and making sure everyone felt comfortable and cared for.  None of those things can be bought.  They were given. And they have shaped everything about how William shows up in his work and his life.  The question for business owners is how you take those intangible gifts, the things that got you through the hard times, the values and characteristics that drove the business forward, and infuse them into the people around you so they become part of the culture rather than just part of your story.  Money matters.  People want to be paid well, bonused in good years, and appreciated.  But the gift that actually builds a lasting culture isn't monetary. It's the essence of what got you here, transferred to the people who are going to carry it forward.  Key Topics Covered:  Walt Frye's Question: "What have you been given that cannot be purchased?"The Grandfather's Work Ethic: What waking up at 3:30 every morning during peak season taught William about hard work.The Dad's Gift of Laughter: Why humor and joy are as important to success as discipline and drive.The Mom's Hospitality: How looking after the people around you becomes a cultural foundation.Infusing the Intangibles: How to take what got you here and give it to the people who work alongside you.Culture Beyond Compensation: Why the gift that makes a business culture last is not on the pay stub. If you've ever wondered what separates a business with a strong culture from one that just has good systems, this episode will help you see it very differently.   ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp   ORIGINAL MEDIA SOURCE(S): William Bissett: The Gift You Can't Buy: What Makes a Business Culture Last | Portus Perspectives Originally Recorded on September 10, 2026 Portus Perspectives: Episode 49   #BusinessCulture #Leadership #Entrepreneurship #BusinessOwner #WealthManagement #PortusPerspectives #PortusWealth #SmallBusiness #TeamDevelopment #BusinessGrowth #PersonalGrowth #Legacy #BusinessExit #SuccessionPlanning #Mindset

  8. Sep 11

    Tax Shelters Aren't Silver Bullets: What Business Owners Should Know | Portus Perspectives

    In this installment of the Portus Perspectives series, William opens with something every business owner knows well. The constant stream of people calling to tell you about the latest and greatest strategy, product, or tool that will change everything. In the financial planning world, that call usually involves tax strategies. And right now, one of the most popular ones showing up on Instagram, YouTube, and TikTok is the short term rental depreciation play.  Buy a short term rental property, place it into service, depreciate it aggressively in year one, and offset a significant chunk of your taxable income. As long as someone in the household is actively managing the property, the loss can offset income in that given year. It's a legitimate strategy. William isn't here to knock it. But he is here to make sure business owners understand what it actually is and what it is not. It's a tax shelter.  It moves your tax liability around. It does not eliminate it.  The depreciation you take in year one is depreciation you ca't take in future years, meaning the income the property generates going forward is no longer being offset. And when you eventually sell the property without rolling it into a 1031 exchange, you are paying recapture taxes on everything you deferred. William connects this to a story about his dad, who worked at E.F. Hutton in the 1970s and sold tax shelters built around oil and gas depletion strategies that were wildly popular at the time. Then the 1984 tax code rewrite came along and wiped most of them out overnight. That moment's stuck with William ever since. Every time someone pitches a tax shelter, his first question is when's the next tax code rewrite and what happens to this strategy when it comes. The lesson isn't to avoid tax shelters. It's to understand them fully, plan around them, and never mistake a here and now solution for a long term strategy. Key Topics Covered: The Tax Shelter Call: Why business owners are constantly being pitched the latest tax minimization strategy.The Short Term Rental Play: How accelerated depreciation works, why it's legitimate, and what it does not do.Sheltering vs Eliminating: Why deferring taxes isn't the same as getting rid of them.William's Dad and the 1984 Tax Code: What happened to oil and gas shelters when Congress rewrote the rules.Recapture Taxes and Future Years: The problems that get created downstream when you take aggressive depreciation today.Here and Now and: Why the best tax strategies account for both today and the years that follow.If you've seen the short term rental depreciation strategy on social media and wondered whether it is too good to be true, this episode will give you the honest and complete answer. ➡️ Join the Conversation: https://portusadvisors.com ➡️ Portus Facebook Page: https://www.facebook.com/profile.php?id=61572848737086 ➡️ Portus LinkedIn Page: https://www.linkedin.com/company/portus-wealth-advisors/ ➡️ More Portus Perspectives: https://youtube.com/playlist?list=PLpVTaW63KqYSZ95HuYkvGAAwr1z4Br7Ol&si=7_qZ6fOTmfRWHDUp ORIGINAL MEDIA SOURCE(S): William Bissett: Tax Shelters Aren't Silver Bullets: What Business Owners Should Know | Portus Perspectives  Originally Recorded on September 8, 2026  Portus Perspectives: Episode 48 #TaxPlanning #TaxShelter #BusinessOwner #WealthManagement #FinancialPlanning #ShortTermRental #Depreciation #RealEstate #1031Exchange #PortusPerspectives #PortusWealth #Entrepreneurship #SmallBusiness #TaxStrategy #OilAndGas

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 Unlocking Business Growth: Charting Opportunities with Portus Wealth Advisors Welcome to "Charting Opportunities," a dynamic monthly series brought to you by Portus Wealth Advisors, designed to empower business owners with actionable insights and strategies for growth. We understand the unique challenges and opportunities faced by entrepreneurs, and this platform is dedicated to providing you with the knowledge and tools you need to succeed. Join us for live, in-depth discussions featuring industry experts covering a wide range of critical topics. From mastering estate planning and optimizing business insurance to navigating the complexities of financial planning, marketing, sales, and HR, we're committed to delivering content that matters. We dive deep into real-world solutions, helping you move beyond basic strategies and achieve tangible results. Our expert guests share their proven methods for enhancing operational efficiency, improving financial reporting, and developing robust growth strategies. Learn how to optimize your business for potential acquisitions, understand current market dynamics, and cultivate a thriving work environment. We also address crucial aspects of stress management and personal well-being, ensuring you perform at your peak while building a sustainable business. Whether you're a seasoned entrepreneur or just starting out, "Charting Opportunities" provides invaluable resources to help you elevate your business. Subscribe now to stay informed, gain expert perspectives, and chart your path to success with Portus Wealth Advisors. 

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