Tax Strategy Digest

On this week's episode I invited guest Justin Dixon who is the founder of the recruiting firm "Hire Tomorrow" and a Real Estate Investing Business "Great Venture Capital". Over the last three years he has grown his recruiting business and acquired over 650 multifamily units as a general partner across four states. He is passionate about helping those working W2 jobs gain access to real estate. The...

In this week's episode I invited guest Omkar Shinde who is a financial advisor with Transamerica that has made a name for himself through social media. Originally studying chemical engineering, Omkar found a passion to help others live their dream life. His goal is to help a hundred thousand people better their financial situation. The podcast is aimed at helping investors think about diversificat...

In this week's episode I invited guest Seth Proctor, who is an attorney with the Nelson Mullins Tax and Benefits Team and primarily focuses on the areas of tax equity investments in renewable energy, tax controversy, and funds. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in...

In this week's episode I invited guest Evan Drury, who is a seasoned financial advisor with over a dozen years of experience. He has helped countless families achieve financial independence while pursuing his passion for money management. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who spe...

In this week's episode we talked with Jesse Futia, who is a 7-figure real estate investor and writer. He transitioned from his work in real estate into helping 7-8 figure real estate professionals drive their own leads through ghostwriting on platforms like LinkedIn. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a...

In this week's episode I invited guest Wendy Barlin CPA, who is an author, professional speaker and tax strategist. Wendy has spent her entire career helping people keep more of their hard earned money with tax strategies and cash management plans. Wendy helps business owners optimize cash flow and increase profitability. The podcast is aimed at helping investors think about diversification and ex...

In this week's episode I invited guest James Pollard, who is the founder of TheAdvisorCoach.com, host of "Financial Advisor Marketing" podcast,  and the publisher of "The James Pollard Inner Circle" newsletter. This man eats, sleeps, and breathes marketing. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide rang...

In this week's episode I invited guest Chris Gure with Fortress Financial Partners to explore his journey through the financial industry. We discuss the unique approach his firm takes to simplify complex financial transactions for clients. With a focus on personalized advice and a hands-on approach, Chris and his team at Fortress Financial Partners strive to make a difference in the lives of their...

In this week's episode I invited guest Marc Kuhn, the founder of MAK Capital and MAK Construction to explore his journey from humble beginnings to becoming an entrepreneur in the real estate world. We highlight the importance of mindset in achieving financial goals and overcoming societal barriers while discussing the significance of breaking away from conventional paths and taking risks to pursue...

In this week's episode we brought on Clifford Blanquicet Jr. and Grant Stevens to discuss the need for updated technology in the world of commercial real estate along with the power of networking. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate,...

In this week's episode I brought on Chris Alman, the owner of Equip Financial Partners to discuss how business owners can become better equipped for their exits  The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning,...

In this weeks episode I am joined by Kirk Conole at DCI Solutions to discuss how to help business owners maximize the value of their businesses and increase their net worth. The podcast is aimed at helping investors and business owners think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, fin...

In this week's episode we discuss Cost Segregation and the value it brings to property owners. We dive in with an industry expert, Yonah Weiss at Madison SPECS, and learn about his journey from a teacher to a real estate expert who has saved clients hundreds of millions of dollars on taxes. The podcast is aimed at helping investors think about diversification and explore new avenues for investment...

In this week's episode we learn all about how Mando gained valuable skills and business experience during his college years by reselling sneakers, where he learned about customer service, negotiation, and running a business. We dive into how Mando is able to help others plan for their future and best achieve their financial goals. The podcast is aimed at helping investors think about diversificati...

In this episode Patrick talks about his upbringing from Jamaica to East New York, his education at Johns Hopkins and Duke, his professional journey, and how he transitioned from owning two litigation law firms to investing in real estate, multi-family apartments, and eventually car washes. He explains how he was looking for consistency in cash flow and found car washes to be an attractive option....

In this week's episode I had the pleasure of speaking with Denis Shapiro, who is an author and alternative investment expert, to discuss how to help accredited investors increase their income through less traditional pathways. Denis began investing in real estate back in 2012, when the market was just beginning to recover from the GFC (Global Financial Crisis). He built a cash flowing portfolio in...

In this week's episode I had the pleasure of speaking with Mark Mraz at Crossing The Goal Partners. Mark is an expert exit planner who focuses on value creation over revenue generation. Mark emphasizes creating independence for the business owner from the business, defining and documenting standard operating procedures, creating recurring revenue, and how important it is to empower your team to th...

Our second podcast features Marcus Blanchard, CFP, WMCP, ChFC. We dive into what retirement looks like, when someone can feel confident they are ready for it, and how to effectively plan for taxes. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate,...

Our first podcast features Brandon Bruckman, an investment advisor at Insight Investment Advisors. Bruckman goes into detail about common strategies when helping retiring real estate investors deal with their tax bills. In this episode, Brandon talks about how he walks a client through a 1031 Exchange and the process of placing them into passive real estate, usually in the form of a Delaware Statu...