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EP 85: How Do the Wealthy Avoid Taxes on Real Estate? With Pishoy Fahmi
That's why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore:
- How can you sell investment property and reinvest the profits—without paying capital gains tax?
- Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.)
- What deadlines, rules, and loopholes do you need to know before making a move?
- How do high-level investors play the game to maximize their wealth?
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
✅ "When you need some advice, always get it right, Come Ask the Planman!" ✅
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213
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By Bruce M. WeinsteinThat's why we brought in tax expert Pishoy Fahmi, founder of PNF Accounting & Advisors, to break it all down. In this episode, we explore:
- How can you sell investment property and reinvest the profits—without paying capital gains tax?
- Can you swap life insurance or annuities tax-free? (Hint: Yes, but do it wrong, and the IRS will notice.)
- What deadlines, rules, and loopholes do you need to know before making a move?
- How do high-level investors play the game to maximize their wealth?
Follow me on 👇 Instagram: @asktheplanman Facebook: Ask the Planman
✅ "When you need some advice, always get it right, Come Ask the Planman!" ✅
Contact Bruce! [email protected] Call us at 1-844-Planman Text PLANMAN to (321) 421-5213