#bewealthybrett #wealth #investing #realestate

Chart of Accounts: https://www.nerdwallet.com/article/sm...

2024 401k Limits: https://www.irs.gov/newsroom/401k-lim....

Coverdell Uses: https://www.trustetc.com/blog/coverde...

Car Wash Listings: https://www.loopnet.com/biz/arizona/c...

Timestamps

00:00 - Intro

3:25 - Increase your income

6:43 - Understand profit

12:39 - Where to go to become wealthy?

13:20 - Study Leadership

15:35 - What is your tax plan (depending on company size)

16:45 - Solo 401k and Roth

18:58 - Cash Balance Plan

20:06 - HSA (Health Savings Account)

21:15 - Coverdale

22:15 - Personal Expenses

22:23 - Maximizing 199A

25:28 - The Augusta Rule

28:46 - Entity Structure (for taxes)

30:00 - Paying your kids ($72 Million)

34:20 - Investments you can make (your office!)

35:02 - Cost Segregation

41:12 - What is the best first tax strategy?

43:00 - What to do as a business owner (non real estate)

🚨BE WEALTHY WEBSITE🚨www.BeWealthyBrett.com

📚 Books Mentioned and Free Tools: https://www.bewealthybrett.com/resources

🏦 Infinite Banking Education: SaveLikeaBank.com

⚡️Cost Segregation Studies and 45L Tax Credit: SingleFamilyCostSeg.com

💵 Self-Directed IRA: MaxOutRetirement.com

🏢 Trust and Entity Structure: http://setupmyestate.com/

🏘️ Off-Market Deals and Cash Buyers List: TheMagicMailers.com

🛠️ Hard Money Financing: https://www.lendingcashnow.com/get-fu...

📥 Wholesale Deals: getourhousedeals.com

Facebook:    / brettbewealthy  

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As a leader, innovator, investor, and top-selling real estate agent, Brett Tanner blends a unique marketing methodology with a results driven approach to real estate. Brett’s real estate team of 40+ agents is ranked #9 in the country, by the Wall Street Journal, while selling over $2 billion in real estate.

Brett Tanner's initial success with real estate sales and investments propelled him to broader opportunities which created the framework that is Tanner Cap today. His passion for excellence and desire to enhance the client experience was his ignition to build and lead business ventures within the real estate industry.

Brett’s vision to systematize the home buying and selling experience promotes consistency and a seamless opportunity for both agent and clients while serving as a model to optimize profitability. This methodology for wealth building led Brett to modes of passive wealth generation through lending.

As the operating principal at Tanner Capital Holdings, Brett Tanner has modernized the family office approach to operations and business growth. Under the Tanner Cap umbrella, Brett has amassed his three greatest strengths; operational excellence, linear execution, and wealth management.

Today, Brett Tanner's expertise is sought after as a national speaker and mentor across multiple industries focused on entrepreneurial business growth and leadership.

BRETT TANNER, Be Wealthy and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational and entertainment purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any tax related activity.

Warning! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an auto dialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.

These materials represent the opinions of the Speakers and not those of KWRI. The Speakers do not hold financial licenses. The material is provided without any warranty, or guarantee of its accuracy, completeness, or results from using the information. You should consult your own legal, financial, or tax advisor and verify all information to your satisfaction prior to taking any action.

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