Vital Strategies

017 | Unlocking Tax Savings through Real Estate with Kevin Jerry


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Today we sit down with tax expert Kevin Jerry to unlock a world of possibilities in real estate. Having personally witnessed Kevin save a client $1.5 million in income tax, we explore how his unique approach bridges the gap between your CPA's services and beyond. 

 

In this episode, Kevin digs into Cost Segregation, Tangible Property Regulations, and Partial Asset Dispositions, illustrating their interconnectedness with real-world examples. Discover the opportunities each strategy unveils, and don't miss our discussion on the often-overlooked tax incentives for real estate. 

 

Key Takeaways: 

  • Strategic Concepts Explored 
  • How to Take Advantage of Deductions in the Past 
  • Tax Incentives 
  •  

    Resources: 

    Visit www.vitalstrategies.com to download FREE resources   

    Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies  

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    Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/   

    Credits:  

    Sponsored by Vital Wealth  

    Music by Cephas  

    Audio, video, and show notes produced by Podcast Abundance 

    Research and copywriting by Victoria O'Brien 

     

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    Vital StrategiesBy Patrick Lonergan