Tax Strategy Digest

In this episode of Tax Strategy Digest, I sat down with John Jones, the founder of Scissortail Executive Advisors, to discuss his journey and expertise in helping corporations optimize their 401(k) plans, with a strong focus on employee education. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guest...

In this week's episode of Tax Strategy Digest, I invited Andrew Bosserman to discuss tax law, especially tax controversy (helping business owners navigate tax disputes). We also discussed Christmas trees (yes, Christmas trees) and the timber tax. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests...

In this week's episode of Tax Strategy Digest I invited Bob Knakal, the top sales broker for investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties in New York City than any individual agent ever (2,332 - $21+ Billion). We discussed his journey to the top, his passion for real estate, what pushed him from being good to great, an...

In this week's episode I invited return guest Marc Kuhn, the founder of MAK Capital and MAK Construction to discuss his journey from humble beginnings to becoming an entrepreneur in the real estate world. 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...

In this week's episode we had Mitchell Underwood on to discuss how he is helping individuals navigate their health insurance options in what is often seen as a very confusing, burdensome task with little to no good options available. 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 speciali...

In this week's episode we had our first repeat guest, Mando Sallavanti III. Mando and I dove back into his LinkedIn growth, self development, authenticity in marketing, and much more. You won't want to miss this one. 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 nic...

In this week's episode I invited guest Aviva Sonenreich. Aviva and the Warehouse Hotline employ social media as a platform, engaging with over +1.2 million followers on TikTok and Instagram via the handle @avivarealestate. Generously sharing her insights on one of the Commercial Real Estate industry's fastest-growing sectors. As a result, Aviva's proficiency led her to secure a position in the For...

In this week's episode I invited guest Justin Ryder. Justin is a CCIM and dealmaker in Lexington, Ky. In the last 5 years, he has closed 150+ deals. Justin is a passionate content creator, helping dealmakers to thrive in personal branding and productivity. He recently launched a YouTube channel at https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA. Find him on LinkedIn and Twitter as well. T...

In this week's episode I invited guest Ryan Phillips. His journey began before he truly grasped the underlying purpose. At the age of 6, he confronted the harsh reality of his father's brain cancer diagnosis, spending weekends traveling to Philadelphia to visit him in the hospital. Despite the eventual loss, meticulous planning ensured that his father's legacy endured. As life unfolded, he conside...

In this week's episode I invited guest Eli Beyder to discuss his marketing firm, "My Media Titan" and learn how he helps businesses elevate to the next level. Eli is all about working smart, not hard. He believes in setting things up right the first time and letting the system take care of the rest – why spend time on repetitive tasks when they can be automated? Crafted as an all-encompassing, tim...

In this week's episode I invited guest Patrick Lange to discuss his experience helping HVAC buyers and sellers optimize their business. Patrick specializes in the sale and acquisition of heating and air companies. He has has been an entrepreneur his entire life buying, growing, and selling businesses in multiple industries, including owning a residential heating and air company.  Patrick is consid...

In this week's episode I invited guest Andrew Zihmer on the podcast to discuss how he helps attorneys get to the next level in their marketing and sales efforts. We discuss how he helped himself, and now others establish a strong work life balance. He helps attorneys solve their unique and complex problems on a daily basis. We also discussed our mutual admiration and respect for the empire Alex Ho...

In this week's episode I invited guest John Bailey from OneFund Investments to discuss how he is providing access to top-tier private equity and venture capital funds for just a a fraction of the investment minimum that's traditionally required. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests...

In this week's episode I invited guest Carlos Sera of Sera Capital Management to discuss how he helps real estate investors and business owners optimize their exits. Sera Capital is a fee-only Fiduciary that focuses on tax-efficient exit planning for real estate investors & entrepreneurs.   Sera Capital focuses on helping clients with managing money while providing investment education, invest...

In this week's episode I invited guest Alex Koynoff to discuss how he helps retail leaders simplify their personal finances and discuss his journey in the financial services industry. 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 pla...

In this week's episode I invited guest Ethan Gao. Ethan has (1) owned several rental properties, (2) made over 400 private loans secured by real estate (both single family and commercial real estate), (3) invested in over 100 single family fix and flip projects and (4) is a general partner on multiple commercial and multifamily projects totaling over 2,000 units.  His primary role on deals is gap...

In this week's episode I invited guest Dan Lewkowicz to discuss his role and experiences as a Senior Director at Encore Real Estate Investment Services. Dan specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores, along with other net leased assets.  The podcast is aimed at helping investors think a...

In this week's episode I invited guest Thomas Castelli, CPA, CFP, to discuss how he helps real estate investors keep more of their hard earned dollars in their pockets and out of the government's. We discussed why real estate is the most tax advantaged asset class, how it can help reduce your effective tax rate, the most efficient form of income, and much more! Also, be sure to check out @TheRealE...

In this week's episode I invited guest Reid Bennett, CCIM to discuss his journey in commercial real estate. Reid serves as National Council Chair of Multifamily Properties for SVN International and a Senior Vice President for SVN - Chicago Commercial. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his co...

In this week's episode I invited guest Mike Downey, co-owner of Next Gen Ag, which helps family farms with their estate and legacy planning. Mike is also the founder of Farm Raised Capital, a platform for the Ag community to learn, network, and invest together passively in alternative real estate. The podcast is aimed at helping investors think about diversification and explore new avenues for inv...

In this week's episode I invited guest Jonah Pollone, a Certified Business Intermediary (CBI) and an M&A advisor at MidStreet Mergers & Acquisitions. He specializes in representing business owners throughout the Southeast in the sale of their companies and real estate ($2m-$50m in sales).On top of that, Jonah also runs a podcast about small business ownership. The podcast is aimed at helpi...

In this week's episode I invited guest Yuri Kapilovich, the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession. The podcast is aimed at helping investors...

In this week's episode I invited guest Sean Lichterman who is a cost segregation specialist to discuss how to carve out tax savings for high income earners. 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, etc....

In this week's episode I invited guest Michael Pyle who is a financial planner and managing partner at Challenge Everything Financial. After constantly hearing the advice of individuals like Dave Ramsey, Michael took an alternative approach and looked to start helping sales pros use commission checks to buy their freedom. The podcast is aimed at helping investors think about diversification and ex...

In this week's episode I invited guest Bernard Reisz, who is the Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. ReSure Financial caters to the tax needs of real estate investors, deli...