Tax Strategy Digest

In this week's episode I invited guest Wendy Barlin CPA, who is an author, professional speaker and tax strategist. Wendy has spent her entire career helping people keep more of their hard earned money with tax strategies and cash management plans. Wendy helps business owners optimize cash flow and increase profitability.

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 Wendy:

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

Website: https://www.wendybarlin.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 James Pollard, who is the founder of TheAdvisorCoach.com, host of "Financial Advisor Marketing" podcast,  and the publisher of "The James Pollard Inner Circle" newsletter. This man eats, sleeps, and breathes marketing.

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 James:

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

Website: TheAdvisorCoach.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 Chris Gure with Fortress Financial Partners to explore his journey through the financial industry. We discuss the unique approach his firm takes to simplify complex financial transactions for clients. With a focus on personalized advice and a hands-on approach, Chris and his team at Fortress Financial Partners strive to make a difference in the lives of their clients.

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 Chris Gure:

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

Website: https://www.fortressfinancialpartners... 

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 Marc Kuhn, the founder of MAK Capital and MAK Construction to explore his journey from humble beginnings to becoming an entrepreneur in the real estate world. We highlight the importance of mindset in achieving financial goals and overcoming societal barriers while discussing the significance of breaking away from conventional paths and taking risks to pursue personal and financial growth.

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 Marc Kuhn:

LinkedIn: https://www.linkedin.com/in/marc-kuhn

YouTube: @marckuhnmak

Website: https://www.makcapitalgf.com/

Newsletter: https://marckuhn.substack.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 we brought on Clifford Blanquicet Jr. and Grant Stevens to discuss the need for updated technology in the world of commercial real estate along with the power of networking.

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 check out BizExchange Network, click here:

https://www.bizexchange.network/ 

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 brought on Chris Alman, the owner of Equip Financial Partners to discuss how business owners can become better equipped for their exits 

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 collogue 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 more information from Chris, reach out to him below:

LinkedIn: www.linkedin.com/in/chrisalman 

Website: https://www.equipfp.com/

Phone Number:  (251) 373- 8363

In this weeks episode I am joined by Kirk Conole at DCI Solutions to discuss how to help business owners maximize the value of their businesses and increase their net worth.

The podcast is aimed at helping investors and business owners 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 more information about DCI Solutions from Kirk:

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

Website: https://www.dcisolutions.net/ 

Phone Number: (888) 395-0809

In this week's episode we discuss Cost Segregation and the value it brings to property owners. We dive in with an industry expert, Yonah Weiss at Madison SPECS, and learn about his journey from a teacher to a real estate expert who has saved clients hundreds of millions of dollars on taxes.

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 more information about Cost Segregation, reach out to Yonah below:

LinkedIn: https://www.linkedin.com/in/cost-segr...

Website: https://yonahweiss.com

Podcast:   / @yonahweiss1  

In this week's episode we learn all about how Mando gained valuable skills and business experience during his college years by reselling sneakers, where he learned about customer service, negotiation, and running a business. We dive into how Mando is able to help others plan for their future and best achieve their financial goals.

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 learn more and schedule a call with Mando Sallavanti:

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

Email: [email protected]

Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000.

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

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 episode Patrick talks about his upbringing from Jamaica to East New York, his education at Johns Hopkins and Duke, his professional journey, and how he transitioned from owning two litigation law firms to investing in real estate, multi-family apartments, and eventually car washes. He explains how he was looking for consistency in cash flow and found car washes to be an attractive option. He also discusses his prediction of an upcoming increase in rates, leading him to sell his apartment complexes and place his money elsewhere.

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 collogue 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 learn more and schedule a call with Patrick Roberts:

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

Email: [email protected]

Website: https://www.carwashwealth.com/podcast

Phone Number: 212-933-9696