Podcasts about qualified opportunity zones

Whether you're selling stocks, real estate, or a business, capital gains taxes can take a huge bite out of your profits. But here's the good news—you have control over when and how you sell assets, and with the right strategies, you can significantly reduce your tax bill. From understanding short-term vs. long-term capital gains rates, to tax-loss harvesting, tax-gain harvesting, donor-advised funds, and Qualified Opportunity Zones—this episode is packed with the insights you need to keep more of what you earn.

Listen in as host David Mandell sits down with Carole Foos, CPA from OJM Group and Greg Heimkreiter, JD, CPA from Howard, Nunn & Bloom, Inc.  David asks both Carole and Greg to give their key insights on the tax landscape as we enter 2025 with a new party in control of both the White House and Congress.  Carole begins with a discussion of potential changes to individual tax rates and Greg mentions the SALT limitations and dives into estate tax issues as well. David then chats with Carole about retirement plan changes due to the Secure Act, new planning opportunities coming online in 2025, and the continued importance of tax diversification.  Greg then shifts the discussion to corporate taxation, including the possibility that C corporations may come back into more utility for medical practices and other small businesses.  Carole and David then discuss Qualified Opportunity Zone investments and how the deferred tax is going to be coming up for payment soon and what that means for 2025 tax planning. David concludes asking both Carole and Greg for their input on the changes in the accounting industry and why so many physicians and practices are having difficulty finding good firms who want to provide tax return preparation services.     KEY POINTS Tax Uncertainty in 2025: With potential changes to tax laws due to a new administration, tax planning remains a "wait and see" process, especially for individuals and businesses.  Expiring Tax Cuts: Key provisions of the 2017 tax reforms, including lower individual income tax rates and increased standard deductions, are set to expire at the end of 2025 unless extended.  Estate Tax Exemptions: Current estate tax exemptions of $13 million+/- per individual ($27 million for married couples) could be halved if laws revert in 2026, raising planning concerns.  SALT Deduction Limit: The $10,000 cap on state and local tax (SALT) deductions is a significant pain point, particularly for taxpayers in high-tax states like California and New York.  Retirement Plan Changes: The Secure Act 2.0 introduces supersized catch-up contributions for ages 60-63 in 2025 and expands options for Roth contributions, encouraging tax diversification.  Opportunity Zones: Taxes deferred through qualified opportunity zone investments will become due in 2026, requiring proactive liquidity planning for investors.  Inherited IRA Rules: New rules require most beneficiaries to withdraw inherited IRA funds within 10 years, potentially accelerating tax liability.  Business Tax Considerations: Proposed reductions in C corporation tax rates from 21% to 15% and changes in bonus depreciation rules could shift entity structuring decisions.  Qualified Business Income (QBI): The QBI deduction benefits pass-through entities but is not available to most high-income professionals, particularly medical practices.  Industry Shifts in Tax Preparation: A shortage of accountants and outsourcing trends have made finding quality tax preparation services more challenging for individuals and small businesses.  Roth IRAs and RMDs: Funding Roth accounts now can reduce future required minimum distributions (RMDs), offering long-term tax benefits.  Accelerated Depreciation: Businesses, including medical practices, may benefit from restored 100% bonus depreciation for assets like equipment.  Tax Diversification for Retirement: Balancing assets in different tax treatment "buckets" (e.g., Roth, traditional accounts) enhances flexibility and minimizes tax burdens in retirement.  Future of C Corporations: Lower corporate tax rates could make C corporations more attractive, but double taxation remains a potential downside.  Challenges in Accounting Industry: Many firms are shifting away from individual tax returns, emphasizing the importance of finding specialized services that align with clients' needs. Learn more, including additional show notes, links, and more, by visiting physicianswealthpodcast.com. Click here to get your FREE copy of our latest book, Wealth Strategies for Today's Physician!

Cameron Gunter is the Founder and Chief Executive Officer of PEG Companies, a full-service commercial real estate investment firm known for its unique approach to creating value. A bold leader, Cameron has a widespread reputation for successfully guiding his teams through challenging endeavors that many others in the commercial real estate space have shied away from.  Cameron's farm-raised work ethic, outside-the-box thinking, commitment to absolute transparency, and past professional experience have helped him to lead PEG to where it is today. A CPA by training with over eight years mastering the entitlement process in city management, Cameron brings a perspective that helps PEG offer compelling investment opportunities through innovative and cost-effective solutions to the complexities of real estate markets today. As one of the youngest finance directors in Utah's city government history, Cameron structured the largest tax incentive project in the western United States at the time for the city of Lehi, Utah with Micron Technology, Inc. and continues to make headlines as PEG grows throughout the United States and Canada.  With dozens of projects completed and many others under way, Cameron is proud of the market-leading position PEG has secured in its nearly 20 years of operation. Whether it is becoming the first developer ever to finish an AC Hotel by Marriott on time and under budget, building one of the only four-story branded hotel buildings in downtown Jackson Hole, developing a major student housing hub for Utah's largest university, or breaking ground on the first Qualified Opportunity Zone projects in multiple states, Cameron Gunter rises to every challenge and finds great fulfillment in spurring economic growth for communities everywhere.  Cameron received his BA in Business Administration from Idaho State University.  

Today's Flash Back Friday episode is from #510 that originally aired on Nov. 6 2022. CJ Follini is the managing principal of Noyack Logistics, a public real estate investment trust that specializes in American logistics real estate infrastructure with core values based on the continued growth of eCommerce.   CJ's experience spans more than 38 years as a leading investment expert on alternative real estate assets including healthcare, cold storage logistics, venture capital, media infrastructure, and Qualified Opportunity Zone development.    Quote:  Don't go for the last dollar in an inflationary environment - go for stability.  Highlights:   06:40: CJ's first real estate deal at age 15 10:30: Lessons CJ has learned from operating in high inflationary environments in the past 14:00: Building your legacy using commercial real estate investment 17:01: Growth rates of ecommerce real estate needs and its projected trajectory 22:20: Taking advantage of opportunities in cold storage investments 25:00: Adapting usage of commercial properties as needs shift 28:00: Changing usage of parking structures as office needs change post-Covid 31:00: The future of single-use properties    Guest Website: https://noyackcapital.com/   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

In this episode, we dive into the tricky world of taxes after selling your home at a big profit. With housing prices high, many people are making great returns, but are caught off-guard by large tax bills. I share a real-life case where my client made $800,000 on a home sale and wanted to keep as much of it as possible.  We discuss key strategies, like the IRS's $500,000 capital gains exclusion, options for reinvesting gains, and other powerful ways to cut down tax bills. Plus, I cover the pros and cons of investing in Qualified Opportunity Zones and oil and gas strategies to minimize taxes. If you're looking to sell your home and want to keep more in your pocket, this episode is packed with practical, money-saving tips that anyone can use. Listen in and learn how to keep more of what you earn!   Next Steps: ☎️ Find out how much you're overpaying in taxes every year!  Schedule a FREE discovery call to find out --> https://phillipsbusinessgroup.com/

Are you looking to maximize your real estate investments while minimizing tax liabilities? In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Stephen Haskell, Vice President of 1031 Exchange Sales at RealtyMogul, to explore powerful strategies like 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones. Whether you're an experienced investor or just getting started, this episode is packed with actionable insights to help you build wealth and diversify your portfolio.In this episode, you will learn:The tax implications of property sales, and how a 1031 exchange helps How to prepare for a successful 1031 exchange, including strategies to meet the strict identification and closing deadlines.What a Delaware Statutory Trust is (DST), and how it can provide diversification and a hands-off investment option.How Qualified Opportunity Zones (QOZs) work and their benefits, including tax deferral for non-real estate assets and tax-free appreciation after 10 years.The latest trends in real estate investing, including a discussion on the use of technology to optimize investment decisions.And more!Resources:Episode Transcript & Blog | www.realtymogul.com | stephen.haskell@realtymogul.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call

Today's episode is from #510 that originally aired on Nov. 7, 2022. CJ Follini is the managing principal of Noyack Logistics, a public real estate investment trust that specializes in American logistics real estate infrastructure with core values based on the continued growth of eCommerce.   CJ's experience spans more than 38 years as a leading investment expert on alternative real estate assets including healthcare, cold storage logistics, venture capital, media infrastructure, and Qualified Opportunity Zone development.  Quote: "Don't go for the last dollar in an inflationary environment - go for stability." Highlights:   06:40: CJ's first real estate deal at age 15 10:30: Lessons CJ has learned from operating in high inflationary environments in the past 14:00: Building your legacy using commercial real estate investment 17:01: Growth rates of ecommerce real estate needs and its projected trajectory 22:20: Taking advantage of opportunities in cold storage investments 25:00: Adapting usage of commercial properties as needs shift 28:00: Changing usage of parking structures as office needs change post-Covid 31:00: The future of single-use properties    Guest Website: https://noyackcapital.com/   Recommended Resources: Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Mike Switzer interviews Roy Janse, a certified financial planner with Mariner Wealth Advisors in Greenville, SC.

Today's guest is Cal Callahan, a retired trader and founder of Unlearn Ventures, an incubator and investment fund that prides itself on backing bold and innovative projects. He also hosts the Great Unlearn Podcast, where he helps men and women unlearn their old ways of thinking that no longer serve them and build a life of integrity and meaning. In today's episode, Cal and I explore the ups and downs of generating, maintaining, and leveraging wealth for long-term returns. Cal shares the challenges he faced during his 25 years as a trader, and how he learned to manage his money effectively amidst a lot of confusing advice.We also dive into practical investing strategies that won't leave you cash-poor despite being asset-rich and how to avoid the common wealth-management mistakes that so many entrepreneurs make after they exit their business. In this episode, you'll learn:✅ Cash flow and passive income strategies for slow and steady wealth accumulation rather than risking your capital on volatile ventures hoping for quick 5 to 10x returns. ✅ How to overcome the challenges of investing in private equity, stocks, and bonds, and identify deals and assets that offer tax advantages and steady returns.✅ How to leverage Qualified Opportunity Zones and Asset Depreciation to mitigate huge tax liabilities on significant capital gains.Free GiftGet Cal's free report "How to Cut the BS and Find Your True Path". Visit LifestyleInvestor.com/182Show Notes: LifestyleInvestor.com/182Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Barrett Linburg, a real estate investor, discusses his journey investing in real estate and explains the decision-making process for holding or selling a project and the benefits of investing in Opportunity Zones. Barrett also touches on the potential extension of Opportunity Zone provisions and the types of gain eligible for investment. He provides insights into the timing rules for investment and the tax benefits of holding an investment for 10 years. Finally, he discusses the process of setting up a Qualified Opportunity Fund. In this conversation, Barrett Linburg discusses the tax deferral and reduction benefits of investing in Opportunity Zones. He explains the rules and requirements for qualified Opportunity Funds and the importance of deploying capital within specific timeframes. Barrett also highlights the role of qualified Opportunity Zone businesses and the flexibility they offer in cash management. He emphasizes the need for proper structuring and compliance in the Opportunity Zone space. The conversation concludes with a discussion on the adoption of technology to streamline business workflows and how to get in touch with Barrett   Takeaways Real estate investors can benefit from buying distressed properties and performing extensive renovations to increase returns and lower operating expenses. The decision to hold or sell a project depends on factors such as the tax structure, net cash flow, and return on equity. Opportunity Zone investing offers tax benefits, including deferral of capital gains taxes and potential elimination of taxes on appreciation after holding the investment for 10 years. Investors must have a capital gain to invest in an Opportunity Zone fund, and the gain can come from various sources, including stocks, real estate, and personal assets. Investing in Opportunity Zones allows for tax deferral and reduction until April 2027. Qualified Opportunity Funds must deploy capital into real estate projects within specific timeframes. Qualified Opportunity Zone businesses provide flexibility in cash management and have testing requirements. Setting up a qualified Opportunity Fund requires compliance with tax regulations and deal flow management. Awareness and adoption of Opportunity Zones are growing, but there is still room for more participation. Investors can diversify their investments by partnering with different Opportunity Zone funds. Personal qualified Opportunity Funds are suitable for individuals who are comfortable with compliance and deal sourcing. Adopting technology, such as Copilot, can streamline business workflows and improve efficiency.

Are you maximizing the potential of your real estate investments through 1031 exchanges and Opportunity Zones?In this podcast, Mike Jesowshek and guest Michael Scherer delve into the intricacies of 1031 exchanges, focusing on various replacement property options, including Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones. They discuss the advantages of passive investment through DSTs, the strategic importance of planning and consulting with tax advisors, and the potential tax deferral benefits of investing in Opportunity Zones. The conversation emphasizes the need for investors to align their investment choices with their financial goals and the importance of thorough planning.[00:00 - 04:37] Replacement Property Options and Delaware Statutory Trusts (DSTs) in 1031 ExchangesMike Jesowshek introduces the topic and welcomes back expert Michael Scherer to discuss 1031 exchange replacement properties and Opportunity Zones.Michael explains the concept of Delaware Statutory Trusts as a passive investment option for 1031 exchanges.[04:38 - 06:17] Direct Real Estate Investment vs. Passive DST InvestmentMichael compares the differences between active real estate investments and passive DST investments.What are the investor involvement and management responsibilities in different types of investments?[06:18 - 12:59] Strategies for Maximizing Tax Deferral and Qualified Opportunity Zones as an Investment AvenueExploring methods for achieving full tax deferral by combining different investment strategies, like DSTs and direct property purchases.Michael highlights the Importance of strategic planning and advisory collaboration.[12:59 - 19:06] Navigating the Complexity of 1031 Exchanges and Investment OptionsHow to approach 1031 exchanges, including the importance of selecting the right replacement properties?Michael explains the concept of Qualified Opportunity Zones, their benefits, and the tax implications involved.Opportunity Zones can serve as a fallback for failed 1031 exchanges or as a strategic choice for deferring taxes.[19:07 - 22:57] The Importance of Planning and Expert AdviceMichael emphasizes the value of expert advice and the need for early planning in the investment process.Direct Quotes:"Understanding the investor's goals and objectives and working with their tax advisor is critical." - Michael Scherer"It all comes down to planning and understanding what your objectives are." - Michael SchererConnect with Michael!LinkedIn: https://www.linkedin.com/in/michael-scherer-caia-8147504/ Email: levi.smith@rcxcapitalgroup.com ______Podcast Host: Mike Jesowshek, CPA - Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com/IncSight Packages (Full-Service): https://incsight.net/pricing/Book an Initial Consultation (IncSight): https://app.simplymeet.me/o/incsight/sale-------Podcast Website: https://www.TaxSavingsPodcast.comFacebook Group: https://www.facebook.com/groups/taxsavings/YouTube: https://www.youtube.com/@TaxSavings 

Adam welcomes Andrew Doup, Attorney and President of Syndication Counsel, to discuss Qualified Opportunity Zones!  What is a Qualified Opportunity Zone (QOZ)? It is quite possibly the greatest income tax incentive to ever exist, and it may be going away SOON.  But how are Qualified Opportunity Zones determined and which investors can benefit most from them?  Listen now to learn more.     Libertas Wealth: https://bit.ly/3HpmN2o   Subscribe on iTunes:  https://apple.co/3NQHjeO   Subscribe on Spotify: https://spoti.fi/3aTTCse   Subscribe on Google Podcasts: https://bit.ly/3QmGmMU   For more VIDEO podcasts like this one: https://bit.ly/3OagYrw   For more AUDIO podcasts: https://bit.ly/3PHXHzo   For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u   For general financial educational ARTICLES: https://bit.ly/3aP0Ldn  For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk   Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy   --- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He's been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America's top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio. ******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA's, as well as cash balance and other various retirement plans).

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds  allow investors to defer capital gains from any previous investments.  In this episode, David Bodamer … Read More Read More

Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more.  Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright.  It may not be for CE, but you will learn important resources to help your clients.  'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease.  Learn more about things like:  721 exchanges, what is a DST or a TIC.  You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.     Cantor Fitzgerald Asset Management https://www.cantor.com/our-business/asset-management/   Jay Frank President & Chief Operating Officer  Cantor Fitzgerald Asset Management jfrank@cantor.com https://www.linkedin.com/in/jay-frank-b52b624/   Allan Sheahan, CFP® Senior Vice President - Regional Director Cantor Fitzgerald Asset Management Allan.sheahan@cantor.com (mobile) 785-221-1202 / (text) 617-371-8303 https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/

Considering a real estate tax strategy involving Qualified Opportunity Zones? This video is your essential guide on what to look out for when navigating this lucrative investment opportunity. We'll delve into the intricacies of Qualified Opportunity Zones, discussing key considerations, potential benefits, and the rules you need to be aware of. Whether you're a seasoned real estate investor or just starting in the world of property investment, this information can help you make informed decisions and maximize your tax savings. Don't miss out on this valuable insight into leveraging Qualified Opportunity Zones for your real estate portfolio. Subscribe to our channel for more expert real estate investment tips and strategies that can help you achieve your financial goals. Your real estate success story begins here! ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. #RealEstateTaxStrategy #QualifiedOpportunityZones #RealEstateInvestment #TaxSavings #OpportunityZoneBenefits #RealEstateFinance #TaxPlanning #PropertyInvestment #RealEstateOpportunities #InvestmentStrategy #TaxIncentives #RealEstateDevelopment #OpportunityZoneRules #RealEstateWealthBuilding #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

In this episode, we welcome seasoned wealth manager Matt Nadeau as we explore the secrets behind the success stories of high-profile clients. We delve into the world of real estate and tax planning, covering complex concepts like Delaware Statutory Trusts, Deferred Sales Trusts, and Qualified Opportunity Zones. We also discuss the role of the Federal Reserve in maintaining economic stability, the concept of 'cooperative competition,' and the economic growth in Sacramento. Whether you're passionate about wealth management, real estate, or economic growth, there's something for you in this episode. Tune in to learn more! If you would like to talk to Matt, you can contact him at: Matt Nadeau Sutter Wealth Management 916-757-6001 (Office) 413-222-2313 (Cell) 916-770-4356 (Fax) mnadeau@sutterwm.com Website: https://sutterwealthmanagement.com/ Linkedin: https://www.linkedin.com/in/matthewnadeaucima/ ________________________________________________________________ If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region.  - Subscribe to my channel here: https://www.youtube.com/channel/UCom_​...   -   Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz  -   Instagram: http://instagram.com/themarkhaney​  Facebook: www.facebook.com/themarkhaney  LinkedIn: https://www.linkedin.com/in/markehaney​  Website: http://haneybiz.com​  Audio Boom: https://audioboom.com/channels/5005273​   Twitter: http://twitter.com/themarkhaney - This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors.  This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice.  Nothing in this video constitutes a solicitation, recommendation, or endorsement. #thebackyardadvantage #themarkhaneyshow #entrepreneur   #PowerOfWith #SacramentoEntrepreneur #Sacramento  #SacramentoSmallBusiness #SmallBusiness #GrowthFactory #Investor #Podcast #Haneyville

Today's Flash Back Friday episode is from episode #510, which originally aired on November 7, 2022. CJ Follini is the managing principal of Noyack Logistics, a public real estate investment trust that specializes in American logistics real estate infrastructure with core values based on the continued growth of eCommerce.   CJ's experience spans more than 38 years as a leading investment expert on alternative real estate assets including healthcare, cold storage logistics, venture capital, media infrastructure, and Qualified Opportunity Zone development.    Quote:  Don't go for the last dollar in an inflationary environment - go for stability.    Highlights:   06:40: CJ's first real estate deal at age 15 10:30: Lessons CJ has learned from operating in high inflationary environments in the past 14:00: Building your legacy using commercial real estate investment 17:01: Growth rates of ecommerce real estate needs and its projected trajectory 22:20: Taking advantage of opportunities in cold storage investments 25:00: Adapting usage of commercial properties as needs shift 28:00: Changing usage of parking structures as office needs change post-Covid 31:00: The future of single-use properties    Guest Website: https://noyackcapital.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

It's so important to collaborate with your tax advisor, not just on business and investing events, but personal life events. Here's one example of how the client's baby created the opportunity for us to create hundreds of thousands in additional tax savings for our client by timing expenses and qualifying the client for a new tax election - the Real Estate Professional Tax Status. Other times, we've strategically planned around marriages, divorces, job changes and family needs to create transformational current and future years' savings. Make sure you're communicating any major life events and changes in your financials and business to a QUALIFIED tax advisor!   Wouldn't it be life-changing if you could mitigate capital gains and diversify your portfolio through real estate investing? Tune in as we host Justin White, a real estate wizard, who pulls back the curtain on the world of 1031 exchanges and qualified opportunity zones. We deep-dive into the intricacies of these investment strategies, helping you understand the tax benefits that could supercharge your profit margins. In particular we touch on captive qualified opportunity zones, and how one can access faster cash flow and more depreciation by investing into vehicles that are ready to operate immediately and offer greater depreciation. This combined with real estate professional tax status can be extremely impactful!  Whether you're a seasoned professional or just dipping your toes into real estate investment, this discussion is a goldmine of insights. As we progress, we address the pressing question of extending the 2026 deadline and reshaping the Opportunity Zone map to better serve the communities who need it most. We touch on the impact of Fortune 500 companies on these zones, with a special mention of the Gigafactory. Not to be missed is our exploration of the role of AI in the real estate business and the importance of customer service in enhancing your investment experience. Join us and elevate your real estate journey!

Join us in this episode as we explore the world of Opportunity Zones. Landon Johnson, of CapZone Analytics, joins Karen Rands to dive into the latest IRS regulation changes impacting Qualified Opportunity Zone Funds (QOZFs) and unravel the complexities surrounding compliance. Whether you're new to this concept or already involved as a fund participant, investor, or fund manager and developer, compliance is where the rubber meets the road to ensure you maximize the benefits of investing in Qualified Opportunity Zone Funds.  Karen kicks of the discussion with a brief history behind the bipartisan effort in Congress to be a catalyst for change by providing strong financial incentives for investors to seek investment opportunities in underserved rural and urban communities. The impact and benefit has been siezmic. Since it's passage as part of the Tax Code changes in 2017, there are more than 8,768 designated Qualified Opportunity Zones in the 50 states, and five U.S. territories, including American Samoa, Guam, Northern Mariana Islands, Puerto Rico, and the Virgin Islands. Total QOZF equity investments had reached $48 billion by the end of 2020, with 48% of those communities benefiting from projects and investments underway, according to the Economic Innovation Institute, compared to the 18 years it took for the SBA backed Venture Capital program, New Market Tax Credits, to reach the same level.  The economic ripple effect of QOZF felt beyond the targeted areas is clearly evident as well, because the projects are more than affordable housing, they also involve the building of commerce centers, manufacturing and distribution facilities, and modernization and expansion of aging businesses.   Landon sheds light on the nuances of the Opportunity Zone Fund tax codes, including deferral and reduction of capital gains, tax offsets based on investment length, and the differences between real estate development and operating business acquisitions. He shares valuable insight on what red flags to watch out for, and offers a solution to ensure you reap the rewards without facing hefty penalties.  Join Karen and Landon as they explore the transformative impact of Opportunity Zones and how to navigate compliance effectively.  Key Takeaways: 1. Identify compliance issues early to protect your investment and avoid legal and financial penalties. 2. Prioritize investment-grade due diligence and compliance when raising funds to mitigate future risks. 3. CapZone Analytics offers a groundbreaking platform that analyzes OZ compliance data, identifies gaps and risks, and establishes a solid compliance posture. 4. Stay informed about proposed legislation and potential extensions to the Opportunity Zone program, as they can significantly impact your investment strategy. 5. Gain a competitive edge by understanding the shifting landscape of tax codes and implementing intelligent compliance strategies. Guest: Landon Johnson, Chief Marketing Officer at CapZone Analytics, brings extensive experience in optimizing marketing, sales, and go-to-market operations for hypergrowth technology companies. As a passionate change agent focused on driving innovative business strategies and process improvements from ideation to implementation, Landon has served as a leader, consultant, and advisor to over 100 companies throughout his 25 year career. His experience navigating IRS regulations and compliance for QOZFs makes him a valuable resource for investors seeking to unlock the full potential of Opportunity Zones. For more information, visit CapZone Analytics at capzoneanalytics.com and connect with Landon Johnson on LinkedIn (linkedin.com/in/landonjohnson) and Twitter (@landonkj). Watch on Youtube: https://youtu.be/Y_jtgHE54Lo Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and click on the Services tab, to learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Hear why the most wealthy people invest in entrepreneurs, and you have been told it is riskier than real estate and stocks.  Sign up for the FREE Compassionate Capitalist Wealth Mastery Challenge Power Week.  http://dothedeal.org      

On this episode of Passive Income Pilots, Tait & Ryan interview Trevor FlorTrevor Flor is an accomplished real estate professional with expertise in residential and commercial transactions. He graduated from UC Santa Barbara and, after graduating, founded his own brokerage firm, expanding it to include commercial real estate. Trevor's analytical skills led him to underwrite over $1.5 billion worth of medical-related real estate for Montecito Medical Investment Company and participate in more than $200M of transactions. He also served as a Navy pilot and an F-18A-F instructor. With an MBA from the University of North Carolina and an MS in Real Estate from Fordham University, Trevor currently specializes in due diligence for real estate investments at DAI Securities, LLC. He is an expert in 1031 exchanges, Qualified Opportunity Zones, and private syndications.Trevor shares his incredible story of transitioning from a Navy F-18 Super Hornet pilot to a real estate expert. He dives deep into the world of 1031 exchanges and Delaware Statutory Trusts (DSTs), providing valuable insights into the historical context behind these tools and how they help real estate investors manage their tax liabilities. Trevor also discusses the evolution of syndication structures, comparing the Tenancy in Common (TIC) structure with the more recent DST structure and how these have shaped the real estate investing landscape. He shares his expertise on the nuances of DST offerings, the impact of the Securities Act, and the importance of working with an advisor to curate a diversified portfolio of DST properties.  Enjoy the show!Show notes:[3:32] Trevor's background in aviation, finance, and real estate syndication[11:22] Mitigating tax burdens through real estate ownership[15:58] What is a 1031 exchange[20:01] Three rules to identify properties[22:58] What is a DST[25:27] TIC, its limitations, and DSTs[34:02] Downsides of the DST structure[38:58] What is a triple net lease (NNN)[43:32] What does spring out mean, and when is it done[46:59] Evaluating sponsors and DST offerings[48:58] Investing in and setting up a DST[53:22] Diversification in DST[55:09] Cash investors and DST[59:57] Getting additional basis[1:02:43] Debt and the exchange equation in a 1031 exchange[1:07:43] How to connect with Trevor[1:08:17] OutroConnect with Trevor:LinkLegal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.The hosts, Tait Duryea and Ryan Gibson, do not necessarily endorse the views of the guests featured on the podcast, nor have the guests been comprehensively vetted by the hosts.Under no circumstances should any material presented in this podcast be used or considered as an offer to sell, or a solicitation of any offer to buy, an interest in any investment. Any potential offer or solicitation will be made exclusively through a Confidential Private Offering Memorandum related to the specific investment. Access to detailed information about the investments discussed is restricted to individuals who qualify as accredited investors under the Securities Act of 1933, as amended.Listeners are responsible for their own investment decisions and are encouraged to seek professional advice before investing....

Qualified Opportunity Zones (QOZ) offer significant benefits to investors and entrepreneurs and can often be overlooked. With this webinar, we are joined by Kirk Walton of GPWM Funds who specializes in QOZ's and maximizing cashflow, tax savings and profit. You will learn how to take advantage of the tax incentives and other benefits available from investing in a QOZ. you'll discover how to make the most of this lucrative investment strategy.Kirk illustrates the benefits of QOZ's by breaking down actual deals he has worked on, and explains how cost segregation studies and accelerated depreciation can generate passive losses which offset future income from assets or W-2 earnings. He also discusses the differences between a 1031 exchange and investing in an opportunity zone fund, such as getting new basis in assets for depreciation deductions and having more time to identify investments.We also discuss how the Opportunity Zone legislation provides a unique window in time for wealthy individuals to change communities and set up their family and children for long term, tax free growth of real estate. He explains that his fund focuses on rehab projects which provide additional tax savings such as deductions from donating old furniture and fixtures, deductions from qualified improvement property, cost segregation studies, and more. Kurt emphasizes the importance of looking at the totality of an individual's situation when considering investing in an Opportunity Zone Fund.About Kirk:Since the late 1990s, Kirk's combination of expertise in taxation, estate planning, law, personal finance, and investments has helped him become an elite comprehensive wealth manager, catering to the needs of high net worth individuals and families, including many prominent entrepreneurs, top level executives and venture capitalists in the technology sector. Prior to founding GPWM, Kirk started Eagle Financial Advisors, a fee-only registered investment advisor, in 2002. Prior to founding his own firm, Kirk was a partner with the Ayco Company (now a Goldman Sachs Company) and is an active member of the Idaho and California state bars. Kirk graduated in 1994 from Brigham Young University, majoring in Classical Studies, and earned his J.D., magna cum laude, from Pepperdine University School of Law.To learn more go to: https://gpwmfunds.com/about-gpwm-2

Some real estate structures offer investors major tax benefits. Like-kind exchanges allow investors to roll capital gains from one real estate investment into a new one. DSTs allow 1031 exchangers to pool capital into a fund. Qualified Opportunity Zone funds  allow investors to defer capital gains from any previous investments.  In this episode, David Bodamer … Continue reading WMRE Common Area: Exploring Tax-Advantaged Real Estate Options with Louis Rogers →

ROYAL LEGAL SOLUTIONS Learn how to free your time, protect your assets, and create lasting wealth with asset protection attorney and long-time real estate investor, Scott Royal Smith. When a close friend lost over $3 million in a single lawsuit, Scott decided to leave his litigation practice to help people protect themselves from frivolous lawsuits. His law firm, Royal Legal Solutions, now helps thousands of real estate investors and entrepreneurs protect more than $1.2 billion in assets. Join Scott as he deconstructs the lawsuit game and shows you how to protect yourself and your hard-earned wealth.*********************************************************************************KEY TAKEAWAYSLearn about Opportunity Zone investing by a team who is currently engaged in one. John Berlet, a fund manager and retirement planner, along with Stormy Johnson, and Patrick Sughroue of Coastal Bend OZ Fund shared the finer points of the Qualified Opportunity Zone Program. They break down the tax strategy, share their pro forma, and more. Familiarize yourself with what's possible through the QOZ Program: An investor incentiveIncentives are based on the reinvestment of capital gainsGeared toward new or improved projects and businesses and must be long-term holdingsIncentives are market-basedOZ incentives are intended to be layered or integrated with other federal, state, local, and community incentives or programs.Ready to go beyond basics and take your education to the next level? Get FREE Access to the Asset Protection Vault. This resource contains all of our video Masterclasses, ebooks, and other educational materials.*********************************************************************************FACEBOOK: Join our exclusive group to discover the tax, legal, & asset protection secrets every real estate investor needs to know. https://www.facebook.com/groups/495820367909918/

What is a Qualified Opportunity Zone (QOZ) and why might a developer consider using one? On today's episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, and her guests Kim Kuhle, a real estate developer using Qualified Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack Weaver Truhlsen will answer these questions and more, including what are the tax benefits for the investors, what are the estate planning benefits of a QOZ, and why is it a good alternative for 1031?A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On today's episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen, talks to Kim Kuhle, a real estate developer using Opportunity Zone Funding, and Jim Pieper, an attorney at Vandenack Weaver Truhlsen. Their discussion centers on Kim's development of Veterans Victory Housing & Small Business Centers and why she used Opportunity Zone Funding to get started. Tune in to learn how you might use QOZ's to make your dream a reality.A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This episode's guest is Barret Linburg, the founder of Savoy Equity Partners. Barrett's niche is deploying capital into multifamily real estate investments located in qualified opportunity zones. When my company (Ainsley Investments) raised our first QOZ fund for our real estate firm, Barrett's content was a resource we used to get educated on QOZ mechanics and benefits. This episode we discuss Barrett's career and how he started during the great financial crisis. We move on to discussing his company and how they evaluate multifamily investments. We then talk about opportunity zones and Barrett gives a master class on QOZ, and why it's his preferred tax structure to invest in real estate. Hope you enjoy the show!Twitter: https://twitter.com/max_gagliardi Twitter: https://twitter.com/Always_Building LinkedIn: https://www.linkedin.com/company/talkenergy YouTube: https://www.youtube.com/c/max_gagliardi

In this episode, Dalyn sits down with Terrance Doyle and discusses value add real estate investing. In this episode, you'll learn how Terrance transitioned from single family investing to mult-family investing, as well as the best way to add value to properties.Terrance Doyle is a full-time real estate investor focused on Multi Family and Single Family real estate investments, also the host of BiggerPockets Multi Family Mentors Show. Terrance has a proven track record in both the apartment and Single Family sectors. Currently managing over $200M in assets, the Value Add Real Estate Company(VareCo) holds 350+ units in Terrance's hometown of Des Moines, Iowa as well as 300+ units in the Denver metro.VareCo, which Terrance co-founded in 2015, has grown its portfolio year after year averaging 10 Multi Family acquisitions annually between the two markets with deal size averaging $4M. Combining 10 years of experience personally with some strategic mentors carrying 50-plus years of experience across a broad spectrum of real estate, VareCo has emerged a leader across Colorado/Iowa. This is largely due to its ability to close transactions quickly and solve a wide range of problems inside of the “value-add spectrum” from Single Family to Multi Family to even hospitality properties. VareCo also became one of the early-stage investors in Qualified Opportunity Zones in Denver.Outside of real estate, Terrance is passionate about his family. He and hiswife, Julie, have two young children, Emilia and Noah. Julie and Terranceare active in their local church in addition to serving on the board of a localorganization called Activ8 All-Stars which serves local children and familieswith disabilities.Tune in to learn more useful insights from this episode!Subscribe, Listen to our episodes and leave us a review:Apple: https://podcasts.apple.com/us/podcast/real-estate-investing-for-freedom/id1570870735Spotify: https://open.spotify.com/show/2d3nMp137jfw6MDyPPsY3jGoogle: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS8xNzkxNDk0LnJzcw==Connect with TerranceEmail: terrance.j.doyle@gmail.comWebsite: https://thevareco.com/Instagram: https://www.instagram.com/terrancedoyle/Connect with the Host, Dalyn Hazell:Facebook: https://www.facebook.com/dalyn.hazell/Instagram: https://www.instagram.com/dalynhazell/Email: dalyndhazell@gmail.com

Have you heard of the opportunity zones? These are new community development program that was established by Congress through the Tax Cuts and Jobs Act of 2017. The reason why the government is creating these opportunity zones is to encourage long-term investments, specifically in low-income urban and rural areas throughout the country, and bolster the economy. Now, as a real estate entrepreneur, how will this benefit you? In this last episode of our three-part series with Dave Codrea of Atlanta-based real estate investment firm Greenleaf, he discusses what an opportunity zone is, its risks and benefits, and the importance of proper underwriting when you have a deal in the opportunity zone. He also explains why it's important to look at it so that it makes sense from a deal standpoint, not just from a tax standpoint. Tune in now and find out if it's time for you to look at the opportunity zone you can invest in! Key Points From This Episode: Dave details what an opportunity zone is and why investors should look at it as an opportunity for growth.Dave explains that in opportunity zones, taxes are deferred until 2026.With taxes being deferred, is this an opportunity for buying?Dave discusses some of the risks and rewards of doing opportunity zones.Are there any changes since the opportunity zone law was rolled out in 2019?How does Dave prepare for 2026?How does Dave plan for possible downturns?What is Dave's best source for meeting new investors at the moment?Dave talks about the big challenge they are facing in Greenleaf right now.What's the number one thing that's contributed to Dave's success?How does Dave like to give back?Tweetables:“Our whole strategy was to buy value-add deals and be able to refinance them at some point between now and 2026, to provide some cash-out mechanism will refinance or through just earning money on the deal so that investors can use that to pay their tax liability that is coming out.”“I think there's definitely some opportunities outside of the original thesis of buy and hold long-term where people are going to have to make tax payments coming up in 2026.”“There's no point in taking on outsize risks to defer taxes and something that's not going to work.”Links Mentioned in Today's Episode:Dave Codrea on LinkedInGreenleaf websiteWS1555: How I Started My RE Journey in High School | Dave CodreaWS1556: Multifamily Risks and Strategies | Dave CodreaAbout Dave CodreaDave is co-founder of Greenleaf, an Atlanta-based real estate investment firm. From the very beginning, Dave built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. Since its inception as a two-man venture, Greenleaf has grown its geographic footprint to encompass several states in the Southeastern US. The growing portfolio currently includes Apartments, Mobile Homes, and Commercial properties. Our investment, management, and construction platforms work in sync providing top-level customer experience, impressive investment returns, and a culture of innovation and goal setting.Dave co‐founded Greenleaf in 2008 and heads all operational activities of the company. He built Greenleaf to be a provider of quality affordable housing that offers unique compassion and partnership with residents. In addition to real estate experience, he has a background in financial consulting with Deloitte.

Ed covers strategies to implement when in the financial red zone which is five to ten years away from retirement.  These include looking at funding your 401(k) to the max, rethinking your 401(k) assignments, and looking at traditional and Roth IRAs.  He offers good tax considerations for the end of the year such as the clean vehicle tax credit, taxes and children, charitable contributions, health accounts, and tax harvesting.  Then Ed moves into delicate ways to approach your parents in starting a conversation about money and retirement. You can reach Ed and the team by calling 800-567-7030. The Wealth Training AcademySee omnystudio.com/listener for privacy information.

CJ Follini is the managing principal of Noyack Logistics, a public real estate investment trust that specializes in American logistics real estate infrastructure with core values based on the continued growth of eCommerce.   CJ's experience spans more than 38 years as a leading investment expert on alternative real estate assets including healthcare, cold storage logistics, venture capital, media infrastructure, and Qualified Opportunity Zone development.    Quote:  Don't go for the last dollar in an inflationary environment - go for stability.    Highlights:   06:40: CJ's first real estate deal at age 15 10:30: Lessons CJ has learned from operating in high inflationary environments in the past 14:00: Building your legacy using commercial real estate investment 17:01: Growth rates of ecommerce real estate needs and its projected trajectory 22:20: Taking advantage of opportunities in cold storage investments 25:00: Adapting usage of commercial properties as needs shift 28:00: Changing usage of parking structures as office needs change post-Covid 31:00: The future of single-use properties    Guest Website: https://noyackcapital.com/   Recommended Resources:  Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club! If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.  Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.  Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast. Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.

Horacio spoke with Michael Episcope, the co-CEO at Origin Investments. Michael has helped build Origin Investments from a small real estate investment company, to one of the best-performing companies with more than $1 billion of assets under management. Michael talks about how Origin is navigating the current real estate market, its venture in Qualified Opportunity Zones, and the funds it offers to investors.Discussion topics include:Creating an institutional organization for high net-worth investorsGrowing a business with a great product with digital marketingDoing things differently and managing a team to pivot in strategyWorking within a dynamic real estate marketMultifamily buildings with high absolute returns and low volatilityDiversifying by building, buying, and lending to multifamilyHousing shortage of 4 million units in the United StatesThe tax advantages of investing in Qualified Opportunity Zone FundsBuilding in cities and neighborhoods in transition through the Qualified Opportunity ZonesThe Origin Investment Funds: Multifamily Credit Fund, Income Plus Fund, and Growth Fund 4--Follow Alts- Website & newsletter: https://alts.co- YouTube: Podcast Channel- Discord: https://discord.gg/DEkHgzggwC- Twitter: https://twitter.com/altassetsclub- Insta: https://instagram.com/alts_co- Quora:​​https://www.quora.com/profile/Alts-7

Cameron Gunter is the Founder and Chief Executive Officer of PEG Companies, a full-service commercial real estate investment firm known for its unique approach to creating value. A bold leader, Cameron has a widespread reputation for successfully guiding his teams through challenging endeavors that many others in the commercial real estate space have shied away from.  Cameron's farm-raised work ethic, outside-the-box thinking, commitment to absolute transparency, and past professional experience have helped him to lead PEG to where it is today. A CPA by training with over eight years mastering the entitlement process in city management, Cameron brings a perspective that helps PEG offer compelling investment opportunities through innovative and cost-effective solutions to the complexities of real estate markets today. As one of the youngest finance directors in Utah's city government history, Cameron structured the largest tax incentive project in the western United States at the time for the city of Lehi, Utah with Micron Technology, Inc. and continues to make headlines as PEG grows throughout the United States and Canada.  With dozens of projects completed and many others underway, Cameron is proud of the market-leading position PEG has secured in its nearly 20 years of operation. Whether it is becoming the first developer ever to finish an AC Hotel by Marriott on time and under budget, building one of the only four-story branded hotel buildings in downtown Jackson Hole, developing a major student housing hub for Utah's largest university, or breaking ground on the first Qualified Opportunity Zone projects in multiple states, Cameron rises to every challenge and finds great fulfillment in spurring economic growth for communities everywhere.  Cameron received his BA in Business Administration from Idaho State University.

This week I sat down with oil and gas entrepreneur and seasoned real estate investor Max Gagliardi to talk about the ins and outs of investing in short term rentals in Qualified Opportunity Zones (QOZs).  Max had some great insight into how QOZs work plus some fascinating advice for developing multiple passive income streams utilizing skills developed in the O&G industry. This week's show is a must-listen!

Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 150 years of real estate experience, are licensed in all 50 states, and have participated in over 30 Billion of DST 1031 investments.   In this week's episode, Vice President Matt Mcfarland and Senior Vice President Betty Friant dive right into qualified opportunity zones, what they are, why it's important to take action on it before the end of the year, and so much more!    Key Takeaways: [0:55] Risks and disclosures. [4:05] About Kay Properties & Investments. [4:50] Matt introduces Betty and today's topic. [6:25] Now is the best time to be thinking about qualified opportunity zones. [7:00] What are qualified opportunity zones? [8:50] Qualified opportunity zones don't have to just be the sale of the real estate. Betty explains how this works. [10:40] How are qualified opportunity zone funds structured? [14:25] A qualified opportunity zone is more complex than a DST, but the tax incentives can fill a vital part of your portfolio. [17:30] The real power of a qualified opportunity zone is that it can forgive gains. [21:15] What's the best method for you? A qualified opportunity zone or a DST? [25:00] With a qualified opportunity zone, you can pull out your cash from an investment ahead of time. [27:00] Interested to know more? Reach out to your Kay Representative!    Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through FNEX Capital member FINRA, SIPC. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Want to defer or reduce capital gains? Charles discusses what investors should know about the tax benefits of investing into opportunity zones.   Links Referenced in Episode: https://www.wellsfargo.com/the-private-bank/insights/planning/wpu-qualified-opportunity-zones/ https://badermartin.com/want-to-defer-or-reduce-capital-gains-tax-looking-to-invest-in-a-real-estate-or-other-business-what-to-know-about-the-tax-benefits-of-opportunity-zones/   What do you want to hear/see more of and less of? What question do you always wish I would ask but I never do? Connect with the Global Investors Show, Charles Carillo, and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: schedulecharles.com/  ◾ Global Investors Web Page: https://charleskcarillo.com/global-investors-podcast/ .◾ Join Our Email Newsletter: http://bit.ly/32pehL0 ◾ Foreign Investing in US Real Estate Facebook Group: facebook.com/groups/ForeignInvestingInUSRealEstate/

ADUs (accessory dwelling units) have become more more prevalent in recent years. Also referred to as mother-in-law suites, multigenerational units, and in-law units, ADUs offer both environmental and financial benefits for investors and tenants alike. Paired with a Qualified Opportunity Zone project, the advantages of ADUs are even greater. Adam Stone is a licensed Real Estate Broker and member of the California Bar. He has expertise in various aspects of both residential and commercial real estate including acquisition, management, entitlements, litigation, joint ventures, municipal codes, and San Diego zoning and ordinances. Transcript and show notes at OpportunityDb.com.

Qualified opportunity zones were created as a bipartisan effort to encourage economic growth, improve housing and de-segregate distressed neighborhoods. Tomorrow at 8 pm EST, I'll discuss the tax benefits of QOZ's, and compare this approach to 1031 exchanges as a way to defer and reduce capital gains tax:In this episode, we discuss the following: What is a Qualified Opportunity Zone?How does a Qualified Opportunity Zone work? Tax benefits of Qualified Opportunity ZonesQualified Opportunity Zone vs 1031 exchange

Join Nick Hopwood, CFP® and Jim Pilat, AIF® of Peak Wealth Management as they dive in on capital gains and Qualified Opportunity Zones. Former President Donald Trump's 2017 tax plan created Opportunity Zones — a program of tax incentives to encourage investment in low-income communities. Grab a pen and paper because this episode is packed with takeaways! — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Confidence.    

Our guest along with his team of licensed financial professionals provides investors access to fractional ownership of institutional-quality real estate assets.  They are experts at structuring passive, tax-efficient portfolios through 1031 Exchanges and Opportunity Zone investments. They've gained vast knowledge through the experience of executing over $250 million in 1031 Exchange Delaware Statutory Trust transactions.  They hold claim to the largest single DST transaction in the history of the industry. Bullet Points:- What is a 1031 exchange? - What is a Qualified Opportunity Zone? - Where do I start if I'm thinking about a 1031 exchange or thinking about selling a highly appreciated property? - What is a Delaware Statutory Trust and how does it apply to the 1031 exchange?Call to Action:  https://meetings.hubspot.com/jkiehne1031custom.comjkiehne@fortitudeinvestments.com 

Justin R. Kiehne is a Financial Advisor with Fortitude Investment Group, located in Juno Beach, Florida, where Mr. Kiehne resides.  Justin's professional career began in the Aerospace Engineering industry, working in gas turbine engine design and analysis, managing technical teams and customer relationships. With his nontraditional background, Justin brings an experienced, analytical perspective and a passion for customer service to bear in which he seeks to meet and exceed customer expectations.   At Fortitude, Justin focuses on real estate and tax-advantaged investments, retirement, and estate planning. He prides himself on delivering high-quality, institutional-grade real estate solutions, alternative investment options, and comprehensive, individually tailored portfolios to the retail investor that seeks to diversify investments, manage market volatility, and help maximize income potential. Mr. Kiehne was raised in Annapolis, Maryland, and is an avid Navy Football fan. He holds a Master of Science Degree in Mechanical Engineering from the University of Florida and a Bachelor of Science degree with a Dual Major in Physics and Biology from Dickinson College. A former award-winning lacrosse and track athlete, Justin maintains an interest in weightlifting, golf, lacrosse, and fishing. Justin maintains his series 7 (General Securities License) and series 66 (Uniformed Combined State Law).   [00:01 - 05:48] Opening Segment Get to know Justin Keihne Justin lists what he has been doing in the real estate industry   [05:49 - 10:02] What's New in 1031? Breaking Misconceptions on 1031 Exchanges  Reinvesting in another piece of real estate How Capital Gains Tax Deferral affects the 1031 Exchange Market Closer to 10-Billion in Escrow   [10:03 - 25:06]  Capital Gains Tax Deferral, Reduction, and Elimination Why you should buy triple-net properties in slower markets What is a Delaware Statutory Trust? Where have qualified opportunity zones gone? Qualified Opportunity Zones versus Delaware Statutory Trust Choosing either ground-up development or redevelopment Comparing DSTs and QOZs in Terms of Funding   [25:07 - 32:35] Closing Segment Quick break for our sponsorsGroundfloor offers short-term, high-yield real estate debt investments to the general public. Check www.passivewealthstrategy.com/groundfloor/ to get started. What is the best investment you've ever made other than your education?Exposure. Justin's worst investmentTaking a shortcut What is the most important lesson that you've learned in business and investing?“You need a short memory.” Connect with my guest. See the links below.   Tweetable Quotes: “Deferral is not necessarily elimination.” - Justin Keihne “If you're going to hold something for ten years, try to hold brand new development.” - Justin Keihne “Learn from your mistakes and move on.” - Justin Keihne ------------ Connect with Justin Keihne through LinkedIn.  Visit their websites https://www.1031dst.com/ and https://www.fortitudeinvestments.com/.   Invest passively in multiple commercial real estate assets such as apartments, self storage, medical facilities, hotels and more through https://www.passivewealthstrategy.com/crowdstreet/ Participate directly in real estate investment loans on a fractional basis. Go to www.passivewealthstrategy.com/groundfloor/ and get ready to invest on your own terms.  LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode or click here to listen to our previous episodes          

Welcome to DST 1031 Essentials with Kay Properties — An in-depth look at the many recurring themes and nuances to the Delaware Statutory Trust (DST) investment process.   Topics will cover 1031 exchanges, ins and outs of the Delaware Statutory Trust structure, timing, cash investing, REITS, funds, real estate and more.   The kpi1031.com platform not only provides access to these 25+ different sponsor companies, but also custom DSTs only available to Kay clients, full due diligence and vetting on each DST property on the platform (typically 20-40 DSTs), and an active DST secondary market. Kay Properties team members collectively have over 115 years of real estate experience, are licensed in all 50 states, and have participated in over 21 Billion of DST 1031 investments   In this week's episode, Vice President Matt McFarland and Vice President Alex Madden talk about some of the benefits of a Qualified Opportunity Zone fund as well as tax considerations investors should keep in mind when choosing for this option.    Key Takeaways: [0:55] Risks and disclosures. [3:55] About Kay Properties & Investments. [5:00] Matt introduces Alex and today's topic. [5:55] What is a qualified opportunity zone and how did it first get started? [9:55] It's important you reinvest the same amount of money the property was purchased for. What kind of tax benefits can investors see by doing this?  [11:45] Any growth that occurs within an opportunity zone fund is tax-free, similar to a Roth IRA structure.   [13:20] Investors have 2.5 years to double the value of the property that's owned by the fund.  [14:00] What's powerful about an opportunity zone fund is that it has the potential to forgive potential gains, which reduces your capital gains tax bill.  [16:30] When does an opportunity zone fund make more sense than a 1031 exchange? [19:15] Have questions? Reach out to your Kay representative for more information!    Resources Website: https://www.kpi1031.com/ Call Kay Properties at 855-899-4597 Meet the Kay Properties Team: kpi1031.com/meet-our-team   About Kay Properties and www.kpi1031.com    Securities offered through Growth Capital Services, member FINRA, SIPC, Office of Supervisory Jurisdiction located at 582 Market Street, Suite 300, San Francisco, CA 94104. Potential returns and appreciation are never guaranteed and loss of principal is possible.  Please speak with your CPA and attorney for tax and legal advice.

Please visit my website for the full video transcript: https://tanphan.com/blog Connect with me on LinkedIn: https://www.linkedin.com/in/tanmphan TAN Wealth Management Hi everyone, my name is Tan, and I am an independent CERTIFIED FINANCIAL PLANNER™ practitioner at TAN Wealth Management. The purpose of this educational video is to provide a basic understanding and awareness of the Qualified Opportunity Zone (QOZ). Overview - What is a qualified opportunity zone (QOZ)? - What is a qualified opportunity fund (QOF)? - What are the tax benefits to the investors? - Quotes directly from the IRS website

Chad DeBolt from Saxum Real Estate joins the team for a conversation on Qualified Opportunity Zones and Qualified Opportunity Funds, and the potential benefit to investors.

Join Michael Elliot, Tax Director, and Russ Nash, former Tax Senior Manager, for a deep dive on the five basic tests required for a business to qualify as a QOZB: A trade or business for which substantially all (70 percent) of its tangible property (owned or leased) is QOZB propertyAt least 50 percent of the business's total gross income must be derived from the active conduct of a business in the QOZA substantial portion (40 percent) of the business's intangible property is used in the active conduct of the QOZBNon-qualified financial property must be less than 5 percent of the average of the aggregate unadjusted basis of the business's property “Sin” businesses are prohibited Listen to the other podcasts in our OZ Fund Series:Part 1 – Opportunity Zone OverviewPart 2 – Opportunity Zone Impact on Real EstatePart 3 – Operating a Qualified Opportunity Zone Business ("QOZB")Part 5 – Optimizing Alternative Capital SourcesPart 6 – Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring

Join Daniel Metzel, Tax Partner, and Greg Davis, Tax Partner, for an overview of the requirements of establishing and operating a Qualified Opportunity Zone Business ("QOZB"). They will break down the intent of the final regulations, the pros, and cons of a one tier versus a two-tier structure, and the applicable testing restrictions.Listen to the other podcasts in our OZ Fund Series:Part 1 – Opportunity Zone OverviewPart 2 – Opportunity Zone Impact on Real EstatePart 4 – Meeting the Tests for a Qualified Opportunity Zone Business ("QOZB")Part 5 – Optimizing Alternative Capital SourcesPart 6 – Panel Discussion: Opportunities & Pitfalls in Your Opportunity Zone ("OZ") Structuring

«Artocracy Show : Economics Episode - Empowerment Opportunity Zones & Universal Basic Income PART 2» Join Host Beverly D and hCo-Host/Guest, Bothers LA Ramon and Thomas (Tutmose) Smith.  This week is all about the Economy. L.A. Ramon will kick it off, giving a detailed synopsis on the 2018 Empowerment Opportunity Zones/Qualified Opportunity Zones created by President Donald J. Trump. Ramon will answer the following questions and many, many more about Empowerment Opportunity Zones :  1.)What is an opportunity zone? 2.)What does activity in A Qualified Opportunity Zone look like? 3.)How do I identify Opportunity Zones? 4.)How can I invest In Opportunity Zones (Qualified Income Fund?) Thomas will talk about the U.B.I/Universal Basic Income. Universal Basic Income is a key to the Surveillance Capitalism agenda. Even Democratic Presidential candidates, in particular Andrew Yang has mentioned it as a Good Thing, but is it? Automated Machines like Robots and Smart Verhicles (Cars and Trucks) are already here and ready to take jobs and change the livelihood of everyday people. What will a Jobless Economy look like? Will U.B.I be the US version of Social Credit? Whats happening in European countries that adopted Universal Basic Income, is it working? Is U.B.I a new form of Welfare? We look forward to your Comments, Questions, Concerns and Feedback. Contact Us @ • L.A.Ramon ¦ELECTRONICPRODUCERS@gmail.com • Thomas Smith aka Tutmose ¦Tjs81277@gmail.com Sent from my iPhone

«Artocracy Show : Economics Episode - Empowerment Opportunity Zones & Universal Basic Income» Join Host Beverly Dee and her Co-Host/Guest, Bothers LA Ramon and Thomas (Tutmose) Smith.  This week is all about the Economy. L.A. Ramon will kick it off, giving a detailed synopsis on the 2018 Empowerment Opportunity Zones/Qualified Opportunity Zones created by President Donald J. Trump. Ramon will answer the following questions and many, many more about Empowerment Opportunity Zones :  1.)What is an opportunity zone? 2.)What does activity in A Qualified Opportunity Zone look like? 3.)How do I identify Opportunity Zones? 4.)How can I invest In Opportunity Zones (Qualified Income Fund?) Thomas will talk about the U.B.I/Universal Basic Income. Universal Basic Income is a key to the Surveillance Capitalism agenda. Even Democratic Presidential candidates, in particular Andrew Yang has mentioned it as a Good Thing, but is it? Automated Machines like Robots and Smart Verhicles (Cars and Trucks) are already here and ready to take jobs and change the livelihood of everyday people. What will a Jobless Economy look like? Will U.B.I be the US version of Social Credit? Whats happening in European countries that adopted Universal Basic Income, is it working? Is U.B.I a new form of Welfare? We look forward to your Comments, Questions, Concerns and Feedback. Contact Us @ • L.A.Ramon ¦ELECTRONICPRODUCERS@gmail.com • Thomas Smith aka Tutmose ¦Tjs81277@gmail.com Sent from my iPhone

In today's episode we're talking all about qualified opportunity zones — these things are amazing. They're portions of the country that are economically disadvantaged, and if you invest in those areas you get incredibly favorable tax treatment.First, we take you through the history of qualified opportunity zones (which has a pretty interesting history in itself!) — then we get to the really exciting part: the incredible tax breaks to be had by investing in these zones and how to go about it. And then, to wrap it all up with a bow, we take you through a real world example to illustrate how it's done.Key Takeaways:[:12] All about today's episode![:55] The history of qualified opportunity zones and how they came about.[3:31] What an opportunity fund is.[5:42] What a qualified opportunity zone is.[7:35] The exciting stuff: the tax benefits from investing in a qualified opportunity zone via an opportunity fund.[11:51] A quick recap on all the amazing tax benefits.[12:24] Brad takes us through a real world example.[16:48] Our final warnings on qualified opportunity zones: make sure it is still a good deal — a bad investment with a good tax treatment is still a bad investment.[18:57] One last thing you need to remember: you do have to do this through a qualified opportunity fund.[19:56] Does this all make sense in the private equity world?[20:41] A final note about qualified opportunity zones on the real estate side.For More on The Alternative Investor, Check Out:TheAlternativeInvestorShow.com See acast.com/privacy for privacy and opt-out information.