In this episode we had the pleasure of speaking with real estate tax specialist Bernard Reisz. He is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance.
He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
If you want to learn more about Bernard and what he does please follow links below.
LinkedIn - https://www.linkedin.com/in/bernard-reisz-cpa/
Website - https://www.401kcheckbook.com/checkbook-control-retirement-plans/checkbook-control-401k/
Website - www.agentfinancial.com
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