Tax Strategy Digest

In this week's episode I had the pleasure of speaking with Denis Shapiro, who is an author and alternative investment expert, to discuss how to help accredited investors increase their income through less traditional pathways.

Denis began investing in real estate back in 2012, when the market was just beginning to recover from the GFC (Global Financial Crisis). He built a cash flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short term rentals, and more. He co-founded an investment club for accredited investors in 2019. Following the success of his investor club he launched SIH Capital Group. SIHCG provides accredited investors with a simplified strategy to invest for passive income.

Denis has observed key changes in the alternative asset market in the decade of recovery from the GFC. The JOBS Act of 2012 opened many alternative assets up to everyday investors, but clear expertise and guidance is still hard to find nearly a decade later.

This observation compelled Denis to write The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways in 2021. His book is based on his own experience becoming a successful alternative asset investor and interviews with some of the best alternative asset investors in business today.

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 Denis Shapiro:

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

Email: [email protected]

Website: https://sihcapitalgroup.com/

In this week's episode I had the pleasure of speaking with Mark Mraz at Crossing The Goal Partners. Mark is an expert exit planner who focuses on value creation over revenue generation.

Mark emphasizes creating independence for the business owner from the business, defining and documenting standard operating procedures, creating recurring revenue, and how important it is to empower your team to think like an owner. He also discusses the tremendous consequences of having an unhealthy business, which is typically plateaued due to the owner being unable to step away. The "Vacation Test" is used to determine a business owner's independence from their business, and Mark helps business owners create a valuable asset that they can sell when they retire.

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 Mark Mraz:

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

Website: https://crossingthegoalpartners.com/

Email: [email protected]

Our second podcast features Marcus Blanchard, CFP, WMCP, ChFC. We dive into what retirement looks like, when someone can feel confident they are ready for it, and how to effectively plan for 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 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 Marcus:

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

Website: www.focalpointplanning.com

Email: [email protected]

Our first podcast features Brandon Bruckman, an investment advisor at Insight Investment Advisors. Bruckman goes into detail about common strategies when helping retiring real estate investors deal with their tax bills. In this episode, Brandon talks about how he walks a client through a 1031 Exchange and the process of placing them into passive real estate, usually in the form of a Delaware Statutory Trust.

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 Brandon Bruckman:

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

Website: https://www.investwithinsight.com/

Email: [email protected]