Investing for Generational Wealth

In this episode of Investing for Generational Wealth, Keshav Kolur of Clive Capital sits down with Ted Lanzaro of Landmark CPA Group. Ted has just finished his 36th tax season, specializing in real estate investors. Together they walk through the decisions to make before closing a deal, how to hold a property, and how to think about your exit.About TedTed Lanzaro founded Landmark CPA Group to help real estate investors. He is also an investor and the author of Year-Round Tax Planning for Real Estate Investors, available on Amazon. The book includes a QR code to a free bonus library of videos, checklists, decision trees, and time-tracking tools for real estate professional status.Ted explains his “acquisition meeting” approach: understand your income, your goals, and your structure before you buy. He covers LLCs, trusts, and holding companies, why you should compare multiple cost segregation quotes, and how to stress-test cash flow. He closes with exit strategies, including a 1031 exchange story about a plumber who rolled one small portfolio into a rundown shopping center and then into triple net properties. Ted also shares candid lessons from his early investing mistakes.Enjoyed this conversation? Like, subscribe, and leave a comment. You can also follow Investing for Generational Wealth on Spotify and Apple Podcasts. We'd love your support through a follow, rating, or review.🎥 YouTube: youtube.com/@KeshavKolur-CliveCapital🎧 Spotify: https://open.spotify.com/show/70iTOaDt2vgsy7psOxdrq7🎙️ Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-for-generational-wealth/id1704743416To learn more about Clive Capital, visit: clivecap.comDisclaimer: We are not tax, legal, or financial advisors. This content is for educational purposes only. All investment and financial decisions carry risk. Always consult your own advisors before making any decisions.#RealEstateInvesting #TaxPlanning #1031Exchange #CostSegregation #RealEstateTaxes #PassiveIncome #CliveCapital

What if you could keep $100K+ more of your income every year, legally?In this webinar, Keshav Kolur, founder and principal of Clive Capital, goes beyond the usual “max your 401(k)” advice. He explains how high earners can think about reducing their tax bill, using hypothetical examples that run from a $500K household to a $1.8M household. He also covers the limits and risks of these strategies, so you can ask better questions of your CPA.Keshav starts with why a $500K W-2 household can lose about a third of its income to taxes. He then explains adjusted gross income (AGI) and above-the-line vs. below-the-line deductions, and compares basic, intermediate, and advanced strategies. He also covers the excess business loss limitation, how to vet a strategy for legitimacy, and why timing matters. All examples are hypothetical and for education only.Like and follow for more content on advanced tax strategies!Disclaimer: We are not financial, tax, or legal professionals. This content is for educational and illustrative purposes only, and all examples are hypothetical. Taxes are highly personal, and tax laws change. No results are guaranteed. Always consult your own CPA and attorney before acting.#tax #taxstrategy #investing #financialeducation

What if the biggest threat to your wealth isn’t the market, but what happens inside your own family?

In this follow-up episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down again with Mark Pierce, founder of Wyoming Trust Attorney and a former bankruptcy trustee. Mark has seen asset protection from both sides of the table. Together they dig into how passive LP investors can protect capital, structure inheritances, and avoid costly mistakes.Mark explains how to layer LLCs and trusts, why divorce and addiction are among the biggest legacy risks, and how the estate tax exemption and step-up in basis fit into your planning. John and Mark also cover red flags, cutting losses, keeping cash on hand, and how to use AI as a starting point rather than a final answer.Mark Pierce is the founder of Wyoming Trust Attorney. He spent years as a bankruptcy trustee before spending decades building asset protection structures. Learn more at wyomingtrustattorney.com, where you can also schedule a free 30-minute consultation. His other site, Wyoming LLC Attorney, covers LLCs in depth.Disclaimer: We are not financial advisors. All investments are subject to risks, including the possible loss of the money you invest. Please perform your due diligence before making any financial decisions, and consult your CPA and attorney before investing.

What if the biggest threat to your wealth isn’t the market, but what happens inside your own family?In this follow-up episode of Investing for Generational Wealth, host John Lai of Clive Capital sits down again with Mark Pierce, founder of Wyoming Trust Attorney and a former bankruptcy trustee. Mark has seen asset protection from both sides of the table. Together they dig into how passive LP investors can protect capital, structure inheritances, and avoid costly mistakes.Mark explains how to layer LLCs and trusts, why divorce and addiction are among the biggest legacy risks, and how the estate tax exemption and step-up in basis fit into your planning. John and Mark also cover red flags, cutting losses, keeping cash on hand, and how to use AI as a starting point rather than a final answer.Mark Pierce is the founder of Wyoming Trust Attorney. He spent years as a bankruptcy trustee before spending decades building asset protection structures.

Learn more at wyomingtrustattorney.com, where you can also schedule a free 30-minute consultation. His other site, Wyoming LLC Attorney, covers LLCs in depth.

Disclaimer: We are not financial advisors. All investments are subject to risks, including the possible loss of the money you invest. Please perform your due diligence before making any financial decisions, and consult your CPA and attorney before investing.

Oil and gas works differently from stocks, real estate, or crypto. Your biggest cash flow comes early, not at the exit.In this webinar, Keshav Kolur and John Lai of Clive Capital team up with Courtney Moeller of Iron Horse Energy to walk through OG6, a $10M diversified oil and gas fund for accredited investors. You’ll see how the fund is built, what the targeted tax benefits and returns look like, and what can go wrong. The risks are covered in as much detail as the upside, including delays, oil price swings, and payment timing.The team covers the investment thesis, how wells are selected and underwritten, the tax mechanics, and the track record of Iron Horse Funds I and II. They explain why returns come early and decline over time, what to expect between funding and first distributions, and how the fund tries to limit risk through operator selection, diversification, and a contingency reserve. Disclaimer: This content is for educational purposes only. We are not CPA, tax, or legal advisors. Targets are not guarantees. All investments carry risk, including the possible loss of your initial investment. Offered to accredited investors only. Consult your CPA and attorney before investing.

Private real estate lending has quietly become one of the most powerful wealth-building tools available to accredited investors and yet most people never hear about it until someone who has already done it shows them how. This is that conversation.

An insightful session featuring Kunaal Kumar, Principal of Bozeman Capital Partners, computer scientist, and seasoned real estate credit investor alongside Clive Capital's Keshav Kolur, as they break down how private real estate lending works, why it belongs in a serious wealth-building portfolio, and how everyday investors can access strategies once reserved for institutional players.

Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to Kunaal at linkedin.com/in/kunaalkumar/

Analyze the Bernard Arnault strategy to see how high-level business decisions impact long-term value.Jean Baptiste Wautier breaks down the decision-making process behind one of the world's most successful business empires. By examining how capital allocation dictates which ventures succeed and which are discarded, we can learn how to apply these principles to our own portfolios.This analysis is for those looking to understand the mechanics of business growth and how elite leaders filter opportunities. True wealth management requires recognizing when an asset no longer serves the broader objective.Subscribe for more honest lessons on building sustainable wealth. For more insights or questions on this topic, reach out to JB at youtube.com/@Jean-BaptisteWautier.

Sequence of returns risk is the silent killer of retirement plans. This breakdown explains why timing matters more than your total savings. Most retirees assume that a million-dollar portfolio provides a steady safety net, but that math breaks down when the market turns.

We look at the dangerous reality of needing to withdraw fixed amounts when your assets are down, creating a cycle of compounding losses that can deplete your accounts faster than anticipated.Understanding how a single bad year early in your retirement impacts your long-term financial security is vital for anyone planning their exit from the workforce.

We explore how to structure your retirement income to avoid the trap of selling during a downturn, ensuring your nest egg survives the volatility of modern markets.Subscribe for more honest lessons on building sustainable wealth.

For more insights or questions on this topic, reach out to Ben at [email protected]

Benjamin Batiste is a registered investment advisor and registered representative offering securities and investment advisory services through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC.  800-873-7637. www.htk.com. Crestmark Wealth Group is not affiliated with Hornor, Townsend & Kent, LLC (HTK).  Any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. The views expressed are those of the presenting party and may not necessarily represent those of HTK or its affiliates.

HTK does not provide legal and tax advice.  Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.  For educational purposes only. This presentation is not a recommendation to buy or sell any security or implement any specific financial strategy.

Clive Capital Co-Founders Keshav Kolur and John Lai break down their Q2 2026 Quarterly Report covering the return of the Iran War, surging oil prices, the AI trade wobble, private credit stress, and shifting real estate trends across the country.Get a transparent, asset-by-asset look at portfolio performance across multifamily, build-to-rent, oil and gas, industrial warehouses, and private debt including what's at above and below projections.Plus, hear about Clive Capital's expanding tax strategy program, the launch of their new Atlanta-based real estate fund and what investors can expect heading into the second half of 2026.

An eye-opening conversation with Clive Capital Co-Founder John Lai and veteran asset protection attorney Mark Pierce, founder of Wyoming Trust Attorney, as they explore the side of wealth-building most investors never think about until it's too late. Mark brings a rare perspective. He spent years as a bankruptcy trustee attacking trusts and recovering assets for creditors before switching sides to build structures designed to withstand exactly that kind of pressure. That firsthand knowledge of how wealth plans fail under real legal challenges now shapes every strategy he builds. If you'd like to connect with Mark Pierce, you can reach him at  wyomingtrustattorney.com.