Tax Strategy Digest

Brandon Bruckman - Ep. 1 - Tax Strategy Digest


Listen Later

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 Statutory Trust.

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.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: [email protected]

To learn more and schedule a call with Brandon Bruckman:

LinkedIn: https://www.linkedin.com/in/brandonbr...

Website: https://www.investwithinsight.com/

Email: [email protected]

...more
View all episodesView all episodes
Download on the App Store

Tax Strategy DigestBy Paul Ranieri