Tax Strategy Digest

In this week's episode I invited guest Patrick Lange to discuss his experience helping HVAC buyers and sellers optimize their business. Patrick specializes in the sale and acquisition of heating and air companies. He has has been an entrepreneur his entire life buying, growing, and selling businesses in multiple industries, including owning a residential heating and air company.  Patrick is considered an expert in the field of business brokerage having earned multiple awards for transactions and dollar volume of businesses sold.  Several years ago, he decided to focus exclusively on heating and air companies after seeing a need for someone with specific knowledge of the industry as well as the ability to market these businesses in an effective manner to help his clients achieve predictable results. Since he made that transition, he has sold over 100 heating and air companies. In addition to facilitating the sale of heating and air companies, Patrick also provides valuations for those who are interested in learning the current value of their business in the market as well as strategies to increase the potential selling price.

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 colleague 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:   / paul-rani.  .

Email: [email protected]

To get in touch with Patrick: 

If you are looking to partner with someone to help you buy or sell a heating and air business, or looking to see what your company may be worth, reach out to Patrick on his website at www.businessmodificationgroup.com, by phone at 352-440-4604, or by email at [email protected]. All conversations are completely confidential.

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Andrew Zihmer on the podcast to discuss how he helps attorneys get to the next level in their marketing and sales efforts. We discuss how he helped himself, and now others establish a strong work life balance. He helps attorneys solve their unique and complex problems on a daily basis. We also discussed our mutual admiration and respect for the empire Alex Hormozi has built, and discuss Andrew's opportunity to chat with him and pick his brain. 

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 colleague 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 get in touch with Andrew: 

LinkedIn: https://www.linkedin.com/in/andrew-zihmer/ 

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest John Bailey from OneFund Investments to discuss how he is providing access to top-tier private equity and venture capital funds for just a a fraction of the investment minimum that's traditionally required.

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 colleague 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 get in touch with John:

Email: [email protected]

Website: https://www.onefundinvestments.com/ 

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Carlos Sera of Sera Capital Management to discuss how he helps real estate investors and business owners optimize their exits. Sera Capital is a fee-only Fiduciary that focuses on tax-efficient exit planning for real estate investors & entrepreneurs.  

Sera Capital focuses on helping clients with managing money while providing investment education, investment advice, and investment management. Their registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With their education preparation, their professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. They have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact their reliable registered investment advisors today on their website down below.

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 colleague 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 get in touch with Carlos: 

Website: https://seracapital.com/ 

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Alex Koynoff to discuss how he helps retail leaders simplify their personal finances and discuss his journey in the financial services industry.

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 colleague 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 get in touch with Alex:

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

Website: https://atkfp.com/

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Ethan Gao. Ethan has (1) owned several rental properties, (2) made over 400 private loans secured by real estate (both single family and commercial real estate), (3) invested in over 100 single family fix and flip projects and (4) is a general partner on multiple commercial and multifamily projects totaling over 2,000 units.  His primary role on deals is gap funder (i.e. where the sponsorship team has raised around 70% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time).  

Ethan has invested in hotels, self-storage, office building, medical office and retail, in addition to single family and multifamily deals. Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22.  He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016.  He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.

Be sure to like and subscribe, as well as share the content with a friend or colleague 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 get in touch with Ethan:

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

Email: [email protected]

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Dan Lewkowicz to discuss his role and experiences as a Senior Director at Encore Real Estate Investment Services. Dan specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores, along with other net leased assets. 

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 colleague 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 get in touch with Dan:

LinkedIn: https://www.linkedin.com/in/dan-lewkowicz/

Cell: 248-943-2838

Email: [email protected]

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Thomas Castelli, CPA, CFP, to discuss how he helps real estate investors keep more of their hard earned dollars in their pockets and out of the government's. We discussed why real estate is the most tax advantaged asset class, how it can help reduce your effective tax rate, the most efficient form of income, and much more! Also, be sure to check out @TheRealEstateCPA to learn more from Thomas!

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 colleague 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 get in touch with Thomas:

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

Podcast:  @TheRealEstateCPA  

Website: www.thomascastelli.com 

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Reid Bennett, CCIM to discuss his journey in commercial real estate. Reid serves as National Council Chair of Multifamily Properties for SVN International and a Senior Vice President for SVN - Chicago Commercial. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his council to serve clients across the country in over 150 markets. Reid prides himself on understanding the nuances and analysis of multiple unit apartment dwellings & low-income Section 8 & Section 42 communities. In 2016, 2018, 2021 & 2022 Reid received the Partners Circle Award, which is the top honor from SVN where he was ranked in the top .02% among all 1,200+ SVN advisors in the world for the fourth time. A graduate from the University of Iowa, Reid also has achieved the highly coveted designation of Certified Commercial Investment Member (CCIM). In 2018, Reid hired Massimo Group, the premier commercial real estate training company in North America, to help elevate his business to maximize the results offered to his clients. He eventually was asked to come on board to be one of the 38 coaches and now helps other brokers around the country to elevate their business. 

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 colleague 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 get in touch with Reid:

LinkedIn: linkedin.com/in/reidbennettccim

Cell Number: 773-251-7342

Email: [email protected] 

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

In this week's episode I invited guest Mike Downey, co-owner of Next Gen Ag, which helps family farms with their estate and legacy planning. Mike is also the founder of Farm Raised Capital, a platform for the Ag community to learn, network, and invest together passively in alternative real estate.

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 colleague who may be interested.

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

Email: [email protected]

LinkedIn: www.linkedin.com/in/paul-ranieri   

To get in touch with Mike:

Website: www.nextgenag.us

www.farmraisedcapital.com

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

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.