Tax Strategy Digest

In this week's episode I invited guest Jonah Pollone, a Certified Business Intermediary (CBI) and an M&A advisor at MidStreet Mergers & Acquisitions. He specializes in representing business owners throughout the Southeast in the sale of their companies and real estate ($2m-$50m in sales).On top of that, Jonah also runs a podcast about small business ownership.

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 Jonah:

Website: https://www.midstreet.com/about-us

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

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 Yuri Kapilovich, the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Yuri:

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

Yuri's Podcast: https://www.thefuncpa.co/podcast 

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 Sean Lichterman who is a cost segregation specialist to discuss how to carve out tax savings for high income earners.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Sean:

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

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 Michael Pyle who is a financial planner and managing partner at Challenge Everything Financial. After constantly hearing the advice of individuals like Dave Ramsey, Michael took an alternative approach and looked to start helping sales pros use commission checks to buy their freedom.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Michael:

LinkedIn: https://www.linkedin.com/in/michael-e-pyle-8a8b2546/

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 Bernard Reisz, who is the Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth.

ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services. ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools.  As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, estate planning, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Bernard:

LinkedIn: https://www.linkedin.com/in/bernard-r...

Website: https://www.resurefinancial.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.

On this week's episode I invited guest Justin Dixon who is the founder of the recruiting firm "Hire Tomorrow" and a Real Estate Investing Business "Great Venture Capital". Over the last three years he has grown his recruiting business and acquired over 650 multifamily units as a general partner across four states. He is passionate about helping those working W2 jobs gain access to 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 one of us below:

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

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

Email: [email protected]

To get in touch with Justin:

LinkedIn: https://www.linkedin.com/in/jmdixon15/

Website: www.greatventurecapital.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 Omkar Shinde who is a financial advisor with Transamerica that has made a name for himself through social media. Originally studying chemical engineering, Omkar found a passion to help others live their dream life. His goal is to help a hundred thousand people better their financial situation.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Omkar:

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

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 Seth Proctor, who is an attorney with the Nelson Mullins Tax and Benefits Team and primarily focuses on the areas of tax equity investments in renewable energy, tax controversy, and funds.

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 Seth:

LinkedIn: https://www.linkedin.com/in/seth-proctor-51804437/ 

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 Evan Drury, who is a seasoned financial advisor with over a dozen years of experience. He has helped countless families achieve financial independence while pursuing his passion for money management.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Evan:

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

Twitter: https://twitter.com/evanpdrury

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 we talked with Jesse Futia, who is a 7-figure real estate investor and writer. He transitioned from his work in real estate into helping 7-8 figure real estate professionals drive their own leads through ghostwriting on platforms like LinkedIn.

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 one of us below:

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

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

Email: [email protected]

To get in touch with Jesse:

LinkedIn: https://www.linkedin.com/in/jesse-fut...

Website: https://finghost.io/ 

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.