Podcasts about tax benefits

In this episode of the Investor Fuel Podcast, hosts Michelle Kesil, Michael Mannino, and Nareman Hamdan discuss the intricacies of multifamily and student housing investments. They explore how to bring institutional-grade investments to the average investor, the importance of market timing, and strategies for maximizing returns through tax benefits and education. The conversation also covers investor qualifications, future growth plans, and how to connect with potential investors.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

When people hear “franchise”, they immediately picture a drive-through window and a fryer in the back. That narrow view hides one of the most accessible and profitable paths to business ownership today: non-food franchising. We've been taught that entrepreneurship means starting from scratch: writing business plans, building systems, and hoping your idea sticks.  Franchising flips that equation. You're not reinventing the wheel; you're stepping into a proven system with training, marketing, and infrastructure already built. The best part?  You can own a business that runs without you being chained to it. The real secret is that most high-income professionals, doctors, executives, and even W-2 employees can buy or build semi-passive franchises that generate cash flow, deliver powerful tax advantages, and diversify their wealth far beyond the stock market.  And yet, most never explore it because they still think of “fast food.” Why is buying a franchise a better path into business ownership? What are the lesser-known benefits you get from this model?  In this episode, I sit down with Jon Ostenson, founder of FranBridge Consulting and author of Non-Food Franchising. We unpack the world of franchises that don't involve burgers or coffee cups. We talk about how to identify the right concept, fund your investment, and leverage the new tax rules that make owning a franchise smarter than ever.  Things You'll Learn In This Episode  -The shortcut to entrepreneurship Most people think you need to invent something new to build wealth. What if the fastest path is owning a system that's already proven to work? -Semi-passive ownership, real results Some franchises thrive even when the owner isn't there daily. How do they do it, and what separates a true “executive model” from wishful thinking? -The hidden tax advantage of business ownership Business owners play by a completely different tax rulebook. How can franchising open those same doors for people still working a W-2 job? -The non-food franchise boom From home services to senior care, boring is the new profitable. Why are the most recession-resistant franchises the ones no one talks about?   Guest Bio Jon Ostenson is a Top 1% Franchise Consultant; 2 x Inc 5000 Founder; author of 'Non-Food Franchising', Forbes Contributor, and CEO of FranBridge Consulting. Specializing in the area of non-food franchising, he draws on his experience as both the president of an Inc. 500 franchise system and as a multi-brand franchisee in serving his consulting clients who are looking to explore business ownership opportunities. Jon helps clients understand all aspects of non-food franchising in the process of introducing them to opportunities from the over 600 high-growth brands that he represents. Before FranBridge, Jon was the President of ShelfGenie, a national franchise system with 200 locations. To learn more and get a free copy of his book 'Non-Food Franchising', go to http://franbridgeconsulting.com/.    About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is the founder of The Money School™ and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans, delivering the financial knowledge that fuels lasting freedom.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you!   

The Overlooked Tax Benefits of Infinite Banking (Stephen Nagy) | The Money Multiplier   Discover one of the most overlooked financial strategies that could completely change the way you build and protect your wealth.   In this episode, Stephen Nagy breaks down the tax benefits of infinite banking and how leveraging your life insurance policy can help you grow wealth tax-free.   Ready to start your Infinite Banking journey? Watch our 90-minute presentation: https://bit.ly/tmm-podcast-ppt.   Have a question or topic idea? Email us at podcast@themoneymultiplier.com.   Explore more resources: https://linktr.ee/themoneymultiplier.  

Heading into tax season unprepared can be costly—missed deductions, lost paperwork, and sometimes, a surprise check to the IRS. But it doesn't have to be that way! In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., shares the ultimate year-end checklist every business owner needs to save on taxes, protect their business, and walk confidently into tax season. From organizing your paperwork to making smart tax moves and maximizing personal financial strategies, Danielle gives you practical steps you can take before December 31st that can make a big difference in the new year. Key Takeaways:  Get Your Paperwork in Order: Before December 31st, ensure all your partnership agreements, legal documents, and W9s are signed, stored, and ready. It'll save you major headaches during tax season. Use the January 1st Advantage: The first of the year is the best time to make big structural changes, like starting an LLC, switching payroll providers, or filing for S Corp status. This avoids partial-year filings and confusion. Pay Your Kids (Properly!): You can pay your children for legitimate work in your business and enjoy tax advantages while teaching them financial responsibility. Take Advantage of Accountable Plans: Reimburse yourself consistently for things like your home office and cell phone. It's an important benefit that shouldn't be skipped, even in slower years. Review Personal Tax Opportunities: Before year-end, check your 529 plans, HSA, and FSA balances and make contributions to maximize your deductions and savings. Max Out Retirement Contributions: Don't forget to fund your retirement plan! Whether it's a 401(k), SEP IRA, or solo 401(k), you're building wealth beyond your business. Meet with Your Tax Accountant Early: Schedule a pre-tax-season check-in to confirm your estimated payments, review your strategy, and avoid surprise penalties. Don't Spend Money Just to Save on Taxes: Avoid the trap of prepaying expenses or buying things you don't need. Focus on building a healthy, sustainable, profitable business instead. Topics Discussed: (00:00) Intro + Critical Paperwork to Get In Order for Year-End (02:24) Setting Up or Switching Your Business Structure for 1/1: LLC, Payroll, S Corp Election (05:02) Paying Your Kids the Correct Way for Tax Benefits (06:36) Accountable Plan Reimbursements (07:24) Collecting W9s from Contractors (08:13) Personal Tax Strategies: 529 Plans, HSAs, FSAs, and Health Insurance  (11:13) Retirement Contributions and Your Different Options (12:31) Meeting with Your Tax Accountant (13:28) Smart Tax Planning Strategies to Avoid IRS Penalties and Spending Profit When You Don't Need To (15:36) Itemized Deductions, Charitable Contributions, and the Big Beautiful Bill's Effect on Depreciating Equipment (17:17) Outro: Kickstart's Free Year-End Tax Checklist, Like, Share and Subscribe!   Resources: Free Download | Ultimate Year-End Tax Checklist Related Episodes: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight – Ep 115 Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth – Ep 137 Beyond the Business: Preparing for a Secure Retirement – Ep 188 KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Heading into tax season unprepared can be costly—missed deductions, lost paperwork, and sometimes, a surprise check to the IRS. But it doesn't have to be that way! In this episode, Danielle Hayden, reformed corporate CFO and founder of Kickstart Accounting, Inc., shares the ultimate year-end checklist every business owner needs to save on taxes, protect their business, and walk confidently into tax season. From organizing your paperwork to making smart tax moves and maximizing personal financial strategies, Danielle gives you practical steps you can take before December 31st that can make a big difference in the new year. Key Takeaways:  Get Your Paperwork in Order: Before December 31st, ensure all your partnership agreements, legal documents, and W9s are signed, stored, and ready. It'll save you major headaches during tax season. Use the January 1st Advantage: The first of the year is the best time to make big structural changes, like starting an LLC, switching payroll providers, or filing for S Corp status. This avoids partial-year filings and confusion. Pay Your Kids (Properly!): You can pay your children for legitimate work in your business and enjoy tax advantages while teaching them financial responsibility. Take Advantage of Accountable Plans: Reimburse yourself consistently for things like your home office and cell phone. It's an important benefit that shouldn't be skipped, even in slower years. Review Personal Tax Opportunities: Before year-end, check your 529 plans, HSA, and FSA balances and make contributions to maximize your deductions and savings. Max Out Retirement Contributions: Don't forget to fund your retirement plan! Whether it's a 401(k), SEP IRA, or solo 401(k), you're building wealth beyond your business. Meet with Your Tax Accountant Early: Schedule a pre-tax-season check-in to confirm your estimated payments, review your strategy, and avoid surprise penalties. Don't Spend Money Just to Save on Taxes: Avoid the trap of prepaying expenses or buying things you don't need. Focus on building a healthy, sustainable, profitable business instead. Topics Discussed: (00:00) Intro + Critical Paperwork to Get In Order for Year-End (02:24) Setting Up or Switching Your Business Structure for 1/1: LLC, Payroll, S Corp Election (05:02) Paying Your Kids the Correct Way for Tax Benefits (06:36) Accountable Plan Reimbursements (07:24) Collecting W9s from Contractors (08:13) Personal Tax Strategies: 529 Plans, HSAs, FSAs, and Health Insurance  (11:13) Retirement Contributions and Your Different Options (12:31) Meeting with Your Tax Accountant (13:28) Smart Tax Planning Strategies to Avoid IRS Penalties and Spending Profit When You Don't Need To (15:36) Itemized Deductions, Charitable Contributions, and the Big Beautiful Bill's Effect on Depreciating Equipment (17:17) Outro: Kickstart's Free Year-End Tax Checklist, Like, Share and Subscribe!   Resources: Free Download | Ultimate Year-End Tax Checklist Related Episodes: Entrepreneurs: Should You Go S-Corp? Pros & Cons + Expert Insight – Ep 115 Can You Legally Hire Your Children?: How to Pay Your Kids, Get Tax Advantages, & Create Generational Wealth – Ep 137 Beyond the Business: Preparing for a Secure Retirement – Ep 188 KSA Tax Partners | https://ksataxpartners.com/    Book a Call with Kickstart Accounting, Inc.: https://kickstartaccountinginc.com/book-a-call/    Connect with Kickstart Accounting, Inc.: Instagram | https://www.instagram.com/Kickstartaccounting YouTube | https://www.youtube.com/@businessbythebooks  Facebook | https://www.facebook.com/kickstartaccountinginc  

Thinking of buying an electric car for your business? In this episode Dan chats about the big tax benefits EVs can bring... while there is still time. He chats about capital allowances, tax write-offs, charging, VAT…. all this and more on today's HeelanHub! www.heelanassociates.co.uk/podcast - the show for UK small business owners. info@heelanassociates.co.uk 02392 240040

Key Takeaways: Plan ahead for big financial events: Large payouts or sales require smart planning to handle possible tax bills. Know the tax impact of what you sell: Selling stocks and selling assets are taxed differently, so it's important to understand each one Use installment sales to spread taxes out: This method lets you pay taxes over several years instead of all at once. Balance flexibility with tax savings: Finding the right mix can help you get the best results after selling your business. Work with financial advisors early: Getting expert help before and after a sale ensures your decisions match your long-term financial goals.   Chapters: Timestamp Summary   1:46 Planning for Tax Implications of Selling a Business 4:22 Strategies for Structuring Business Sales and Tax Minimization 8:02 Strategies for Managing Wealth After a Business Sale 10:54 Advanced Planning Seminars: Bland Food and Tax Flexibility 11:42 Balancing Flexibility and Tax Benefits in Business Sales   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Scott Saunders, an expert in 1031 exchanges and tax strategies for real estate investing. Scott shares insights on how to keep more money, store it effectively, and deploy it into passive income through real estate. He emphasizes the importance of community support in achieving financial freedom and discusses strategies for optimizing real estate portfolios and understanding tax benefits. Listeners are encouraged to engage with resources and communities that can help them on their journey to financial independence.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

While we're out of the studio this week, we've collected a selection of great discussions from the past few months. First, we look at a situation where a listener has been with his car insurance company for 25 years, but switching providers offers better coverage, lower deductibles, and hundreds in savings—what should he do? For many, the emotional weight of loyalty outweighs the financial upside of making a change. Next, D.J. breaks down Health Savings Accounts (HSAs) and explains why they're one of the most powerful tools for saving money—thanks to their unique triple tax benefit. While many people use HSAs to pay for health-care expenses as they arise, there are compelling advantages to covering those costs from other funds and allowing the HSA to accumulate, benefiting from tax-deferred growth over time. If you're rolling over your 401(k), should you reinvest all at once or ease in with dollar-cost averaging? Nick and K.C. break down the pros, cons, and emotions behind each strategy. After the break, we unpack the jaw-dropping strategy known as “Buy, Borrow, Die”—a legal tax loophole the ultra-wealthy use to build massive fortunes, fund lavish lifestyles, and pass on wealth to heirs nearly tax-free. It's a masterclass in how America's richest sidestep income and estate taxes, exposing the widening gap between the tax code for the few—and the one for everyone else. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — September 27, 2025  |  Season 39, Episode 39 Timestamps and Chapters 2:50: Loyalty vs. Logic: When Staying Costs More 10:47: HSAs: Triple Tax Benefit 21:21: All in at once or dollar-cost average?  30:59: Buy, Borrow, and Die Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en  X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode, Kevin Thompson, founder and CEO of 9i Capital Group, tackles five widespread tax myths popularized by social media influencers. He clarifies misconceptions about LLC tax benefits, the tax obligations of the wealthy, hiring children for tax savings, filing requirements for low-income earners, and reporting small amounts of income. Kevin emphasizes the importance of legitimate business practices, accurate income reporting, and always filing tax returns to maximize refunds and avoid IRS issues. He encourages listeners to seek reliable advice, subscribe to the podcast, and explore his book for further financial education.Myth 1: Starting an LLC for Tax Benefits (00:00:54) Myth 2: The Rich Don't Pay Taxes (00:03:41) How the Ultra-Wealthy Reduce Taxes (00:06:03) Myth 3: Hiring Your Children for Tax Advantages (00:07:18) Myth 4: No Need to File Taxes Below Standard Deduction (00:09:37) Myth 5: Not Reporting Income Under $600 (00:10:57)Conclusion and Thoughts on “Advanced Tax Planning” (00:12:13) NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure

In this episode of the Investor Fuel Podcast, host Skyler Byrd interviews Tenny Tolofari, co-founder of Excite Capital Investment. Tenny shares his journey from a cybersecurity professional to a private equity investor focusing on multifamily real estate. He discusses the advantages of passive real estate investment for busy professionals, the types of properties they target, their acquisition process, and the importance of market trends. Tenny also highlights the tax benefits associated with real estate investments and how accredited investors can participate in their opportunities.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Ready to save $10k-$50k in taxes this year? https://taxstrategy365.com/yt-appWant me to answer your questions live? Come to my next Ask Me Anything Q&A: https://taxstrategy365.com/yt-amaLet's connect!► Instagram: https://www.instagram.com/ryanbakkecpa/► LinkedIn: https://www.linkedin.com/in/learnlikeacpa/► Twitter: https://x.com/RyanBakkeCPA► Facebook: https://www.facebook.com/ryanbakkecpa► TikTok: https://www.tiktok.com/@ryanbakkecpa*None of this is meant to be specific investment advice, it's for entertainment purposes only.

Work with Jimmy & the Vreeland Capital Team to build a 20-Unit Portfolio that will get you the equivalent of a retirement account 3X faster with a third of the capital. Visit https://tinyurl.com/mainstreetpatriot-getstarted - - - - - - - Summary In this episode of the Real Estate Fastpass Podcast, Jimmy Vreeland sits down with longtime Vreeland Capital client Derrick Shannonhouse who shares his journey from military service to becoming a successful corporate executive and then a passive real estate investor. He discusses the importance of cash flow versus equity, the challenges of managing properties, and the strategies he employed to maximize his investments, including leveraging 1031 exchanges and becoming a real estate professional. Derrick also emphasizes the significance of leadership skills gained from his military background and how they have contributed to his success in both real estate and corporate America. The conversation concludes with advice for aspiring investors to take action and not wait for the perfect moment to start their real estate journey. Takeaways Derrick's journey into real estate began with his parents' investment in rental properties. He emphasizes the importance of cash flow and equity in real estate investments. Derrick learned to expect neutral cash flow from his properties, allowing for long-term ownership. He successfully leveraged 1031 exchanges to grow his portfolio. Becoming a real estate professional unlocked significant tax benefits for Derrick and his wife. Derrick highlights the importance of documentation for tax purposes. He discusses the differences between short-term and long-term rentals and their respective challenges. The passive income paradox illustrates how real estate can lead to greater productivity in one's career. Derrick reflects on the leadership skills gained from his military experience and their impact on his career. He encourages aspiring investors to take action and not wait for the perfect moment. Chapters 00:00 Introduction and Background 02:57 Real Estate Journey Begins 04:53 Cash Flow vs. Equity Growth 10:41 Navigating Challenges in Real Estate 12:18 Equity Building Strategies 13:25 Leveraging Real Estate Professional Status 18:26 Tax Benefits and Long-Term Planning 21:00 Understanding Tax Benefits in Real Estate 23:54 Navigating Short-Term Rentals vs. Long-Term Rentals 27:55 The Passive Income Paradox 32:21 Leadership Lessons from Military Experience 39:28 The Importance of Taking Action in Real Estate About Jimmy Vreeland Jimmy graduated from the United States Military Academy at West Point, spent 5 years as an Army Ranger, and deployed three times twice to Iraq and once to Afghanistan. On his last deployment, he read Rich Dad Poor Dad by Robert Kiyosaki which led him down the path of real estate investing. As his own portfolio grew, eventually he started a real estate investing business.  Since 2018 his team at Vreeland Capital has supplied over 100 houses a year to high performing, passive investors who want to work with his team and his team is now managing over 800 houses. Get in touch with Jimmy and his team at www.jimmyvreeland.com/getstartedinrealestate More about Jimmy Website: www.jimmyvreeland.com Linkedin: www.linkedin.com/in/jimmy-vreeland Instagram: www.instagram.com/jimmyvreeland Facebook: www.facebook.com/JimmyVreeland Youtube: www.youtube.com/@JimmyVreelandC >>>>>>Get free access to the private Ranger Real Estate facebook group

EP 405 - Is Italy an entrepreneur's dream or a business nightmare compared to the UK? In part 3 of our Business Without Baggage series, Andy speaks with corporate lawyer Marco Pistis about the cultural and legal contrasts between doing business in Italy and the UK.From relationship-driven deals to bureaucracy that stifles scale, Marco explains why British companies often struggle in Italy - and what they can learn from its unique, trust-first culture.What you'll learn:Why relationships and trust matter more than rules in ItalyThe North-South divide: how culture, punctuality, and payments differHow family-run businesses dominate the market - and what that means for outsidersWhy bureaucracy and employee protection laws slow scalingHow UK businesses can avoid costly mistakes when entering ItalyWhere the real opportunities lie: Milan, the mid-market, and creative industriesPerfect for entrepreneurs, investors, and advisors looking to navigate UK - Italy business differences.*For Apple Podcast chapters, access them from the menu in the bottom right corner of your player*Spotify Video Chapters:00:00 Business Without Baggage #3 Italy00:41 Meet Marco Pistis: The Insider's Perspective01:38 The Emotional Approach to Business03:50 Friendship and Business in Italy10:25 The Importance of Punctuality and Flexibility16:10 Hierarchy and Family Businesses23:20 Employee Expectations and Labour Laws26:07 Cultural Cues and Misunderstandings29:15 Cultural Taboos: Money and Religion29:54 Negotiating Business Deals in Italy31:56 The Importance of Food in Italian Business33:34 Challenges and Stereotypes in Italian Business34:34 Setting Up Business in Italy: Banking and Bureaucracy37:50 Tax Benefits and Wealthy Expats in Italy48:36 AI and Cultural Communication49:58 !Business or Bullshit Quiz!50:22 Wrap UpWatch and subscribe to us on YouTubeFollow us:InstagramTikTokLinkedinTwitterFacebookIf you'd like to be on the show, get in contact - mail@businesswithoutbullshit.me

Welcome to the Know Your Numbers REI Podcast! In this episode, host Chris McCormack dives into the third of seven costly tax mistakes that many real estate investors and business owners make: ignoring depreciation.Chris, a CPA and certified tax planner, explains how leveraging depreciation can significantly reduce your tax burden and enhance your investment returns. He shares real-life examples, including a case where a couple missed out on a $160,000 tax benefit due to improper depreciation practices.If you're a real estate investor or a business owner looking to optimize your tax strategy, this episode is packed with valuable insights and actionable steps. Don't forget to follow and leave a review to help others discover the podcast!Stay tuned for more episodes as we continue to explore the most costly tax mistakes and how to avoid them. God bless you, and keep moving forward!••••••••••••••••••••••••••••••••••••••••••••➤➤➤ To become a client, schedule a call with our team➤➤ https://www.betterbooksaccounting.co/contact••••••••••••••••••••••••••••••••••••••••••••Connect with Chris McCormack on Social MediaFacebook: https://www.facebook.com/chrismccormackcpaLinkedIn: https://www.linkedin.com/in/chrismccormackcpaInstagram: https://www.instagram.com/chrismccormackcpaJoin our Facebook Group: https://www.facebook.com/groups/6384369318328034→ → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ← https://www.youtube.com/@chrismccormackcpaThe 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.

Roger and Annie break down the aftermath of Commissioner Billy Long's abrupt departure to become Ambassador to Iceland, leaving Treasury Secretary Scott Bessent as acting commissioner amid widespread IRS staff cuts and uncertainty. They also explore the massive 900+ page "Big Beautiful Bill" (2025 Act), covering everything from permanent individual tax rate changes and Trump savings accounts for children to the new tip and overtime tax exclusions that expire in 2028. The discussion also covers significant business provisions like permanent QBI deductions, higher 1099 thresholds, and the systematic elimination of energy credits through 2028.SponsorsPadgett -  Contact Padgett or Email Jeff Phillips(00:00) - Welcome o Federal Tax Updates (01:03) - Recap of Previous Podcast with IRS Stakeholder Liaison (01:53) - Discussion on IRS Forums and Observations (06:14) - Changes in IRS Leadership (09:19) - Impact of IRS Leadership Changes on Operations (19:08) - Big Beautiful Bill Overview (28:05) - Individual Tax Changes in the 2025 Act (31:28) - Changes to Standard Deductions and Itemization (33:26) - Paid Leave and Adoption Credits (35:26) - New Trump Accounts and Education Savings (39:50) - Tax Benefits for Workers: Tips and Overtime (46:31) - Senior Tax Benefits and Auto Loan Interest Deduction (47:57) - Business Tax Provisions: QBI Deduction and Depreciation (52:44) - Energy Credits and Their Phase-Out (56:42) - Political Implications and Conclusion Get NASBA Approved CPE or IRS Approved CELaunch the course on EarmarkCPE to get free CPE/CE for listening to this episode.Connect with the Hosts on LinkedInRoger HarrisAnnie SchwabReviewLeave a review on Apple Podcasts or PodchaserSubscribeSubscribe to the Federal Tax Updates podcast in your favorite podcast app!This podcast is a production of the Earmark MediaThe full transcript for this episode is available by clicking on the Transcript tab at the top of this pageAll content from this podcast by SmallBizPros, Inc. DBA PADGETT BUSINESS SERVICES is intended for informational purposes only.

That annuity you bought years ago? A lot has changed since then. With today’s higher rates and new features—like inflation protection, bonus credits, and partial liquidity—new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Send us a textMost tax strategies give you either a write-off or long-term growth. Oil and gas gives you both. With IRS Code 263(c), you get massive upfront deductions and steady tax-advantaged cash flow.In this episode, Mike and Nick from US Energy unpack how drilling funds work, the unique tax benefits they provide, and how to use them strategically in your business planning.

Mark Kohler is a bestselling author, entrepreneur, attorney, CPA, and the founding and senior partner at KKOS Lawyers. Specializing in tax, legal, wealth, estate, and asset protection planning, Mark has helped thousands of small business owners and investors align their tax strategies with their real estate and business goals. He is also the host of The Main Street Business Podcast and Directed IRA Podcast, educating entrepreneurs on practical ways to build wealth and save taxes.    

Tripp Limehouse discusses the current landscape of annuities amidst rising interest rates. They explore the importance of reassessing existing annuity contracts, the misconceptions surrounding them, and the benefits of shopping for better options. The conversation also delves into the tax advantages of 1035 exchanges and when it makes sense to revisit older annuity contracts to ensure they remain competitive in today's market. Visit Limehouse Financial to learn more. Call 800-940-6979See omnystudio.com/listener for privacy information.

Caleb Guilliams & Tax CPA Garrett Richetto break down the biggest 2025 tax updates that business owners need to know from bonus depreciation and cost segregation to entity structuring and charitable strategies. Learn how to legally save thousands (or even millions) for your small, medium, or large business by understanding what's changed and how to apply it. Want To Pay Less Taxes as a Business Owner? Click Here: https://betterwealth.com/tax Learn More About BetterWealth: https://betterwealth.com0:00 - Overview of Trump's New Tax Bill 2:44 - 100% Bonus Depreciation 6:12 - Immediate R&D Expensing 10:29 - Earnings Before Interest Tax Depreciation & Amortization 13:12 - Permanent Section 199A Deductions 16:03 - SALT Cap Raised17:50 - Tips & Overtime Deductions 21:07 - Real Estate Investment Trust 23:49 - Global Intangible Low Taxed Income24:56 - Expensing Factory Buildings 26:32 - QSBS Gain Exclusion 28:10 - 3 Tax Benefits that Were Removed ==================== DISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

In this episode of the RE Social Podcast, hosts Andrew McCormick and Vince Rodriguez discuss the 2025 One Big Beautiful Bill Act (OBBBA) and its implications for taxpayers, real estate investors, and the general public. They break down the key components of the bill, including changes to standard deductions, bonus depreciation, and specific benefits for real estate investors. Also covering the impact of the bill on the national debt, social security, and incentives for clean energy investments. They also address the potential consequences for individuals regarding EV credits, solar incentives, and the implications for state and local taxes (SALT) caps. In the end, they will share more practical advice for maximizing the benefits from the new tax laws and the importance of staying informed and proactive in financial planning. Tune in to learn more about this!Key Takeaways00:00:00Welcome to the RE Social Podcast00:00:15Discussing the One Big Beautiful Bill00:01:45Breaking Down the Bill's Impact00:03:40Real Estate Investor Benefits00:05:27Understanding Depreciation00:06:41Bonus Depreciation Explained00:09:26Tax Strategies and Planning00:19:25State and Local Tax (SALT) Cap00:24:01Tax Benefits for Middle Class00:25:15Incentives for Workers00:27:54Auto Loan Deduction00:28:41Understanding the Child Tax Credit00:29:13Global Population Trends and Policies00:31:22Immigration and Economic Policies00:33:14Social Security and Economic Impacts00:35:03Tax Incentives for Clean Energy and EVs00:39:51Real Estate and Tax Strategies00:50:41Estate Tax Exemption and Final ThoughtsResources and LinksOne Big Beautiful Bill Act https://www.congress.gov/bill/119th-congress/house-bill/1Need Help? BOOK A CALL:https://anviinvest.com/consulting/ Learn more about AnVi Invest

Send us a textReady to slash your tax bill? Schedule your free consultation and let's strategize your tax savings together! Book now at: https://www.prosperlcpa.com/apply Or, if you still need more time, here are some other ways to begin winning the tax game...  Take our free Tax Planning Checklist & learn about what tax savings may be available for you in our minicourse at https://taxplanningchecklist.com  At the very least, get on our newsletter to gain access to free live events and exclusive insight you won't find anywhere else: https://www.prosperlcpa.com/subscribeWe explore the significant tax savings opportunities and incentives available through passive real estate investing. For high-income earners and busy professionals, understanding these tax advantages can transform wealth-building strategies while legally reducing tax burdens.• Real estate investments create paper losses through depreciation that can exceed your initial investment amount• Cost segregation studies accelerate depreciation, sometimes creating deductions 2-3 times your investment• Real estate professional status combined with material participation allows losses to offset W-2 income• Achieving material participation requires 500+ hours across grouped rental properties annually• Without real estate professional status, losses still offset passive income from rentals and business interests• Cash-out refinances provide tax-free cash distributions to investors• Operational cash flow is often sheltered from taxes by depreciation deductions• Property sales are taxed at favorable capital gains rates (0-20%) rather than ordinary income rates• Continuous reinvestment creates a compounding tax advantage and wealth-building cycle• Passive investing allows access to tax benefits without managing "tenants, toilets, and trash"For a free opportunity report showing how these strategies can apply to your situation, visit prosperalcpa.com/apply. If you're not ready yet, at least check out taxplanningchecklist.com for a simple-to-follow tax planning checklist and mini-course.

About Courtney Epps:Courtney is a tax strategist, international speaker, and author of the best-selling books More Relaxing Less Taxing & What's Your Plan B?. She owns a full-service accounting firm called OTBTax in South Carolina and serves clients in every state. She has owned her practice for twenty-three years. OTB Tax hit #538 on the Inc 5000 in 2020. What sets the firm apart is the tax strategy that it offers to clients, as the focus is not just to prepare returns but to free up money legally, morally, and ethically. She has developed a broad expertise in industries including traditional, home-based, and network-marketing businesses. She works with clients from start-ups to $100 million companies. Courtney's Mission: To teach more people how to free up money through tax strategy, so that we can help more, have more, so that they can live more, and give more.In this episode, Jennie Bellinger and Courtney Epps discuss:Tax Benefits of Home-Based BusinessesProper Business Structure Saves MoneyHiring Kids as Business EmployeesNetwork Marketing as a Tax Strategy OpportunityLegal Ways to Reduce Tax LiabilityKey Takeaways:Entrepreneurs can save thousands by properly structuring their home-based business and tracking legitimate expenses.Hiring your children as employees isn't just a family benefit - it's a powerful tax strategy, and kids can be paid for marketing, modeling, or other business-related tasks, shifting income and creating tax deductions.Business ownership, particularly through network marketing, offers legal pathways to reduce tax liability and create financial flexibility.Not all tax professionals understand the nuances of home-based and network marketing businesses, meaning that finding a specialist who comprehends these unique business models can potentially save entrepreneurs significant money annually.Implementing smart approaches like S-corporation elections and understanding specific tax codes can dramatically reduce the overall tax burden."Would you rather pay me, or would you rather pay the IRS? Because I'm a tax deduction, the IRS is not.” — Courtney EppsConnect with Courtney Epps:  Facebook Name: https://www.facebook.com/profile.php?id=61564990384048Facebook Business Page: https://www.facebook.com/otbtaxFacebook Group Name: https://www.facebook.com/groups/600944833691407Instagram Link: https://www.instagram.com/courtneyeppstax/Link to Gift from Courtney Epps:Book a FREE 15-minute tax strategy session with Courtney to see if we can go back and find you money, and find out we can implement to help you keep more of your hard-earned money moving forward.Link: https://bit.ly/otbtaxstrategywebinarConnect with Jennie:Website: https://badassdirectsalesmastery.com/Email:  jennie@badassdirectsalesmastery.comFacebook personal page: https://facebook.com/jbellingerPLFacebook podcast page: http://facebook.com/BadassDirectSalesMasteryFacebook group for Badass Crew: https://facebook.com/groups/BadassDirectSalesMomsInstagram: https://instagram.com/BadassDirectSalesMasteryPersonal Instagram: https://www.instagram.com/thedirectsalesdomme/LinkedIn: https://linkedin.com/in/BadassDirectSalesMasteryThe Badass Direct Sales Mastery Podcast is currently sponsored by the following:Bella Grace Elixir: https://shopbellagrace.com/?ref=jenniebadassdirectsalesmasteryLeadBuddy Digital Marketing: Use code BDSM when checking out at https://leadbuddy.io/pro-monthly-9310?am_id=jennie582Show Notes by Podcastologist: Hanz Jimuel AlvarezAudio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

See exactly how I invest my own money. I break down my asset allocation, cash reserves, and why I keep my portfolio simple. Download the guide now. ----- I recently joined the 20/20 Money podcast to explore Opportunity Zones—investment vehicles known for their attractive tax benefits, but often misunderstood risks. As we dissect several real-world scenarios, I share a concept from my upcoming book, The Perfect Portfolio, that offers listeners a practical tool to evaluate any tax-driven investment decision.   Listen now to learn:   ► How Opportunity Zones work—and why their tax benefits come with high risk ► Why implementing a bad investment idea is often worse than missing out on a good one ► A practical example illustrating when a tax-driven investment opportunity makes sense (and when it doesn't) ► A sneak preview of a key decision-making concept from The Perfect Portfolio   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) -----  Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

If you own commercial or multifamily property, Trump's Big, Beautiful Bill delivers serious tax benefits. Discover what's new, what's permanent, and most importantly, how it can help you keep more money in your pocket.Key Takeaways:4 major tax advantages property investors can leverage under the new billWho qualifies for the 20% pass-through income discountThe changing depreciation rules and what they mean for your propertyThe impact on long-term cash flow and wealth-building strategiesPractical examples from investor scenarios and tax simulations

Want to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode, Shawn Moore discusses the recent tax law changes with tax experts Mike Pine and Kevin Schneider. They delve into the implications of bonus depreciation, the importance of quality assets, and the nuances of depreciation recapture. The conversation also covers the benefits of short-term rentals, material participation, and the exciting opportunities presented by Opportunity Zones. The experts emphasize the need for knowledgeable tax advisors to navigate these complexities and maximize tax benefits for high-income earners.GET IN CONTACT WITH MIKE & KEVINhttps://www.revotaxpayer.com/LISTEN TO THEIR PODCASThttps://www.hiddenmoney.com/FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Introduction to Tax Strategies for Investors00:03:02 Understanding Bonus Depreciation00:05:51 The Importance of Quality Assets00:08:46 Navigating Depreciation Recapture00:11:48 The Role of Tax Advisors00:14:59 Short-Term Rentals vs. Long-Term Rentals00:18:02 Material Participation in Short-Term Rentals00:21:01 Opportunity Zones Explained00:24:50 Tax Benefits of Opportunity Zones00:28:53 Other Tax Benefits in the New Bill00:31:49 The Future of Tax Incentives00:36:00 Conclusion and Final Thoughts

What does brushing your teeth, folding laundry, and investing in a $52M hotel have in common? Everything.   On this episode of Abundance Thursdays, Vinney Chopra and Gualter Amarelo unpack how small disciplines become the foundation of financial empires—and why today's micro-decisions create tomorrow's passive income.   Here's what you'll walk away with:

Send us a textWelcome to the Laundromat Resource Podcast! In this episode, host Jordan Berry dives into the details of the recently passed "One Big Beautiful Bill Act"—a major piece of tax legislation that impacts individuals and business owners alike, especially those in the laundromat industry. Jordan breaks down the practical implications of the bill, highlighting key provisions such as the extension of tax brackets, changes to deductions, permanent incentives for business owners, and new opportunities for tax savings through qualified opportunity zones and bonus depreciation. With a focus on actionable takeaways, Jordan encourages listeners to consult their tax professionals and leverage these updates to benefit both their personal finances and their laundromat businesses. Whether you're a seasoned owner or just getting started, tune in to learn how you can position yourself for financial success under the new law!In this episode; Jordan discuss:00:00 "Trump Signs Tax Bill into Law"04:36 Tax Exclusions Increase with Inflation07:15 Opportunity Zone Investment Benefits12:38 Tax Benefits for Tipped Employees14:42 "Tax Incentives for Business Owners"18:33 Clean Energy Tax Credits Ending20:29 "Laundromat Industry Insights & Updates"Show Noteshttps://laundromatresource.com/show205Resourcesnews@laundromatresource.comjordan@laundromatresource.comConnect With UsYouTubeInstagramFacebookLinkedInTwitterTikTok

In this powerhouse episode, Vinney Chopra is joined by nationally recognized CPA, real estate investor, and best-selling author Ted Lanzaro, founder of Landmark CPA Group. With 33+ years of experience helping thousands of real estate professionals legally reduce their tax burdens, Ted brings high-level insight and practical advice that every investor—whether active or passive—needs to hear. If you've ever wondered how the wealthy keep more of their income, this conversation will show you how they do it.   Inside the episode, you'll uncover:

In this timely episode of In The Lab, Ruben breaks down when and why you should consider shifting to a hybrid short-term and mid-term rental model and how the latest tax legislation makes it even more lucrative. Coming off last week's Driving Conversations with AI vs. Questions, he explains how operators can strategically layer MTR contracts over STR availability to increase monthly income while protecting long-term upside.Ruben shares why hybrid models aren't just a fallback when STRs are soft—but a proactive strategy that aligns with seasonality, market demand,and most importantly the tax code. He covers how to position your properties to attract both leisure guests and insurance contracts, the systems you need in place to pull it off, and how to avoid making reactive decisions that hurt your business in the long run.If you're looking to increase occupancy, optimize taxes, and build a more resilient and profitable rental portfolio in today's evolving landscape, tune in now and learn why now is the best time to execute the hybrid STR/MTR model.#MidtermRentals #ShortTermRentals #STRStrategy #MTRGrowth #HybridHosting #RealEstateInvesting #VacationRentalTips #InsuranceHousing

In this episode of the Real Estate Pros podcast, Kristen Knapp interviews James Bean, a real estate investor and expert in 1031 exchanges. They discuss the importance of understanding 1031 exchanges, common myths surrounding them, and the critical role of planning and qualified intermediaries in ensuring successful exchanges. James shares insights on the identification rules and strategies for maximizing the benefits of 1031 exchanges, as well as resources available for further learning. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros Show, host Erika interviews Jon Hilley, CEO of 1031specialists.com, about the intricacies of 1031 exchanges and their significance in real estate investing. Jon explains how 1031 exchanges allow investors to defer taxes on property sales, thus compounding their wealth over time. He emphasizes the importance of planning, networking, and leveraging tax benefits for successful real estate investments. The conversation also touches on the challenges investors face in the current market and the strategies to navigate them effectively.  Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Discover what's inside the One Big Beautiful Bill Act (OBBBA) that has real estate investors buzzing—and CPAs scrambling to update their playbooks. In this special episode, Tim Mai sits down with tax strategist Jennifer Semien, CPA, to break down the powerful new tax advantages real estate investors can leverage immediately. From massive deductions on vehicles and equipment to changes in depreciation and cost segregation rules, Jennifer explains exactly how to structure your strategy to maximize write-offs, reduce taxable income, and stay compliant. If you invest in real estate and want to legally minimize your tax bill, this is a must-listen breakdown of the OBBBA—direct from the frontlines of tax law. 5 Key Takeaways from Jennifer Semien's Episode:Bonus Depreciation Is Back (And Bigger): The OBBBA reintroduces 100% bonus depreciation for certain asset classes—giving investors immediate write-offs.Vehicle and Equipment Deductions Expanded: Business-use trucks and machinery now qualify for larger deductions under the updated Section 179 limits.Cost Segregation Just Got More Powerful: The Act enhances the value of cost seg studies by accelerating more components into shorter life categories.OBBBA Applies Retroactively: Some provisions of the Act are retroactive, meaning investors can refile or amend to capture missed deductions.Real Estate Investors Must Act Fast: Jennifer emphasizes that timing and proper documentation are key to fully benefiting from OBBBA's provisions.About Tim MaiTim Mai is a real estate investor, fund manager, mentor, and founder of HERO Mastermind for REI coaches.He has helped many real estate investors and coaches become millionaires. Tim continues to help busy professionals earn income and build wealth through passive investing.He is also a creative marketer and promoter with incredible knowledge and experience, which he freely shares. He has lifted himself from the aftermath of war, achieving technical expertise in computers, followed by investment success in real estate, management skills, and a lofty position among real estate educators and internet marketers.Tim is an industry leader who has acquired and exited well over $50 million worth of real estate and is currently an investor in over 2700 units of multifamily apartments.Connect with TimWebsite: Capital Raising PartyFacebook: Tim Mai | Capital Raising Nation Instagram: @timmaicomTwitter: @timmaiLinkedIn: Tim MaiYouTube: Tim Mai

In this episode of the STR Data Lab, Jamie Lane hosts a discussion with Ryan Bakke about recent changes in tax law from the Big Beautiful Bill and their implications for short-term rental investors. Ryan, who has extensive experience helping investors save on taxes, explains his journey into the short-term rental and real estate tax niche.  The conversation highlights recent tax law changes and their potential impact on investment strategies. Key changes discussed include bonus depreciation, its implementation, and how it can impact short-term rental investors. Ryan explains the concept of bonus depreciation, providing examples of potential tax savings and how these can be reinvested to grow initial investments. He also talks about the significance of qualifying for different depreciation schedules and cost segregation for leveraging tax benefits. Another major topic is the Qualified Business Income (QBI) deduction, its permanency, and who qualifies for it, especially in the context of short-term rental investments vs. long-term rentals. Ryan elaborates on the qualifying rules for offsetting W-2 income with short-term rental investments, including the 7-day use test and additional hour requirements.  He also discusses potential economic benefits, such as saving on personal car interest and employer-paid student loans. The introduction of new financial accounts for children's savings and the broader economic effects of these tax changes are touched upon. Throughout, Ryan shares practical advice for investors on how to navigate these changes and maximize their tax savings. The session concludes with Ryan's recommendations for additional resources and ways to stay informed about tax strategies for real estate. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE

In this episode of the STR Data Lab, Jamie Lane hosts a discussion with Ryan Bakke about recent changes in tax law from the Big Beautiful Bill and their implications for short-term rental investors. Ryan, who has extensive experience helping investors save on taxes, explains his journey into the short-term rental and real estate tax niche.  The conversation highlights recent tax law changes and their potential impact on investment strategies. Key changes discussed include bonus depreciation, its implementation, and how it can impact short-term rental investors. Ryan explains the concept of bonus depreciation, providing examples of potential tax savings and how these can be reinvested to grow initial investments. He also talks about the significance of qualifying for different depreciation schedules and cost segregation for leveraging tax benefits. Another major topic is the Qualified Business Income (QBI) deduction, its permanency, and who qualifies for it, especially in the context of short-term rental investments vs. long-term rentals. Ryan elaborates on the qualifying rules for offsetting W-2 income with short-term rental investments, including the 7-day use test and additional hour requirements.  He also discusses potential economic benefits, such as saving on personal car interest and employer-paid student loans. The introduction of new financial accounts for children's savings and the broader economic effects of these tax changes are touched upon. Throughout, Ryan shares practical advice for investors on how to navigate these changes and maximize their tax savings. The session concludes with Ryan's recommendations for additional resources and ways to stay informed about tax strategies for real estate. You don't want to miss this episode! ~~~~ Signup for AirDNA for FREE

In this value-packed episode, Matty A. is joined by Jonathan Feniak—attorney, educator, and founder of LLCAttorney.com—to walk through the essential strategies behind smart entity structuring. Jonathan breaks down everything from LLCs, S Corps, and C Corps, to revocable living trusts and asset protection.Whether you're flipping houses, investing in rentals, or running a growing business, the right structure can save you money, protect your wealth, and help you scale without legal headaches.What You'll Learn:How to avoid common mistakes when setting up an entityWhy LLCs are usually better than corporations for small investorsWhen to use S Corp or C Corp tax electionsThe truth about piercing the corporate veilHow to structure for fix-and-flips, rentals, and syndicationsWhy Wyoming is Jonathan's #1 pick for LLC formationEstate planning basics using revocable living trustsResources from Jonathan Feniak:Website: LLCAttorney.comLinkedIn: LLC Attorney on LinkedInTimestamps: 00:00 – Introduction to Jonathan Feniak 01:30 – Why proper structuring is crucial 09:56 – Biggest entity mistakes 13:11 – LLC vs. Corporation: Breaking the myths 16:28 – Avoiding liability: Veil piercing & compliance 22:06 – Fix-and-flips, rentals, and holding companies 27:44 – Best states to form LLCs 35:25 – Real case studies of smart (and poor) structuringEpisode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

In this conversation, Dylan Silver interviews Raymond Johnson, a Texas attorney and real estate investor, about Delaware Statutory Trusts (DSTs). Ray explains the concept of DSTs, their advantages in real estate investment, including tax deferral and passive income, and how they can simplify estate planning. He also discusses the risks and considerations associated with investing in DSTs, emphasizing their conservative nature compared to other investment vehicles. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, Stephen Schmidt interviews David Wiener, a leading expert in cost segregation and tax strategies for real estate investors. David shares his journey into the field, explaining the intricacies of cost segregation, its benefits, and how it can significantly reduce tax liabilities for property owners. He discusses the importance of mid-year tax preparation, the advantages of short-term rentals, and the 179D deduction for energy-efficient buildings. Throughout the conversation, David emphasizes the value of proper cost segregation studies and dispels common misconceptions in the industry, sharing success stories and encouraging listeners to connect with him for personalized advice. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

GET YOUR LIVE EVENT TICKETS:https://www.eventbrite.com/e/vacation-rental-investing-masterclass-tickets-1384455887829?aff=oddtdtcreatorWant to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode of the Vacation Rental Revolution podcast, Shawn Moore and Jake Shehee discuss the concept of creating generational wealth through short-term rentals. They emphasize the importance of teaching children valuable skills related to entrepreneurship and financial literacy, which are often not covered in traditional education. The conversation explores the family dynamics involved in short-term rental investments, the flaws in conventional financial education, and the benefits of involving children in business operations.FOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreChapters00:00:00 Intro00:02:38 The Importance of Teaching Skills to Children00:05:45 Family Dynamics in Short-Term Rentals00:08:38 The Flaws in Traditional Financial Education00:11:57 Learning Together: Parents and Children in Real Estate00:14:37 Tax Benefits of Involving Kids in Business00:17:39 The Role of Responsibility in Learning00:20:49 Creating a Legacy of Knowledge00:23:36 The Shift in Mindset for Younger Generations00:26:52 The Challenge of Traditional Career Paths00:29:36 Final Thoughts and Call to Action

Today, I'm sharing important details about the Child and Dependent Care Tax Credit particularly focusing on its relevance for parents during the summer months when childcare costs can be significant. I'll share how you can use it during the summer months when sending your children to summer camp.  I'm also talking about the difference between a tax credit and a tax deduction and why a credit is more beneficial to the taxpayer.  Join me in this episode to learn how you can take advantage of this tax credit and how it can apply to you.  Also mentioned in today's episode:  01:08 Understanding the Child and Dependent Care Tax Credit 04:00 Exploring Summer Camp and Tax Benefits 11:00 Eligibility and Application for the Tax Credit   If you enjoyed this episode, please rate, review and share it! Every review makes a difference by telling Apple or Spotify to show the Sunlight Tax podcast to new audiences. Links: VVRKSHOP, Paddy Johnson: https://www.vvrkshop.art/ Link to pre-order my book, Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed. Get your free visual guide to tax deductions Check out my program, Money Bootcamp  

Send us a textJoin us on Average Joe Finances as our guest Jon Ostenson discusses the benefits and intricacies of non-food franchise opportunities, touching on Jon's journey from the corporate world to launching Fran Bridge Consulting. Jon shares insights into why non-food franchises can be more stable and less complex compared to food franchises, along with tips for prospective franchisees on how to succeed. The conversation also dives into the tax benefits of business ownership, the importance of networking, the value of following a proven system, and the potential for scaling a franchise business. In this episode:Learn why non-food franchises often offer simpler operations, fewer staffing headaches, and higher margins.Discover how semi-passive franchise ownership can help you build a business while keeping your day job.Explore the strategic advantage of combining real estate investing with complementary franchise models.Understand why following a proven system is the key to long-term success as a franchise owner.And so much more!Key Moments:00:56 Guest Introduction: John Ostenson01:35 Jon's Journey into Franchising02:53 The Appeal of Non-Food Franchises04:33 Franchising vs. Starting a Business06:20 Active vs. Passive Franchise Ownership07:47 Scaling and Success in Franchising14:03 Real Estate and Franchising Synergies18:18 The Importance of Networking in Business18:38 Tax Benefits for Business Owners19:20 Changes in Tax Codes and Their Impact20:06 Leveraging Family in Business for Tax Advantages20:51 The Value of Professional Tax Assistance22:20 The Power of Masterminds and Franchise Systems22:37 Learning from Other Franchisees24:42 The Risks and Rewards of Business Ownership25:24 Final Round: Reflecting on Business and Finance27:12 Tips for Aspiring Franchise Owners28:01 Finding the Right Franchise Fit29:06 Recommended Books and Podcasts30:44 How to Connect with Jon and Learn More32:30 Final Thoughts and EncouragementFind Jon OstensonWebsite: https://franbridgeconsulting.com/LinkedIn: https://www.linkedin.com/in/jonostenson/ Average Joe Finances®All of our social media links and more: https://averagejoefinances.com/linksAbout Mike: https://mikecavaggioni.comAbout Tawnya: https://www.themoneylifecoach.com/Show Notes add-on continued here: https://averagejoefinances.com/show-notes/*DISCLAIMER* https://averagejoefinances.com/disclaimerSee our full episode transcripts here: https://podcast.averagejoefinances.com/episodesSupport the show

In this episode of the Real Estate Pros podcast, host Mike Stansbury interviews Lance Morgan, founder of College Funding Secrets. They discuss Lance's journey from the IT industry to financial services, driven by the need to fund his children's college education. Lance shares insights on how real estate can provide tax benefits and free money for college, particularly for high-income families. The conversation covers the advantages of short-term rentals, the importance of strategic real estate investments, and the unique challenges faced by families navigating college funding. Lance also shares personal anecdotes about his family life and hobbies, providing a well-rounded view of his experiences.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this two-part episode, we're diving into strategies for building wealth as a modern parent. First, Kelly Palmer—a financial planner and founder of The Wealthy Parent—joins the show to break down how to choose a 529 plan. She shares the pros and cons of different education savings options, the impact of the new SECURE Act updates, and why she's a proud 529 mom herself. If you've been feeling overwhelmed by college savings decisions, this segment is full of clear, practical guidance. Then, in our Net Worth Win segment, Shang Saavedra from Save My Cents reveals how she and her husband built a net worth north of $2 million by age 39. From a revenge-of-the-nerd money mindset to embracing FIRE, Shang's story is packed with lessons on frugal living, dual-income saving strategies, and long-term thinking. Whether you're focused on education planning or financial independence, this episode delivers actionable tips and real-life inspiration. EPISODE RESOURCES Nectarine (Advice Only Financial Planners): ⁠https://marriagekidsandmoney.com/nectarine (affiliate) The Wealthy Parent: https://thewealthyparent.com  ⁠ Wealth is a Mindset (Book): https://amzn.to/3FQT0nh (affiliate) Save My Cents (Shang Saavedra's Website): https://savemycents.com/ CHAPTERS 00:00 – Introduction01:00 – How to Choose a 529 Plan05:20 – Tax Benefits and State-Specific Rules09:00 – SECURE Act Updates and New Roth IRA Rollovers13:45 – 529s vs UTMAs and Roth IRAs for Kids18:00 – Final Thoughts from Kelly Palmer20:30 – Net Worth Win: Shang Saavedra24:15 – The Mindset Shift Behind Wealth Building29:30 – Living on One Income and Saving the Other33:00 – Renting by Choice and Real Estate Insights36:00 – Teaching Generational Wealth Through Habits38:30 – Future Goals and Advice for Parents MKM RESOURCES: ⁠MKM Coaching⁠: Want 1-on-1 support with your family finance journey? Book a time with me today. ⁠Coast FIRE Calculator⁠: A free calculator to help you find out when you can slow down or stop investing for retirement. ⁠Mortgage Payoff Calculator⁠: A free calculator to help you see how fast you can become mortgage free. ⁠YouTube⁠: Subscribe for free to watch videos of these episodes and interviews. RECOMMENDED RESOURCES (SPONSORS AND AFFILIATES): ⁠Monarch Money⁠ - Best Budget App for Families & Couples ⁠Empower⁠ - Free Portfolio Tracker Cr⁠ew⁠ - HYSA Banking Built for Families - Get an Extra 0.5% APY with my partner link ⁠Ethos⁠ - Affordable Term Life Insurance ⁠Trust & Will⁠ - Convenient Estate Planning HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Johnny Sohl Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices

What if your next real estate deal could help you eliminate capital gains taxes—while building a thriving short-term rental business? In this episode, tax strategist Ashley Tison dives into the powerful world of Opportunity Zones and how investors can use them to unlock huge tax advantages. These zones aren't just distressed areas—they include beachfront properties, university towns, and booming urban districts. Ashley explains how to transform a property in an Opportunity Zone, count even furniture and equipment as improvements, and potentially walk away from the investment completely tax-free after 10 years. But there's a deadline: you'll need a capital gain by December 31, 2026, and an active business within the zone. Whether you're eyeing a downtown mixed-use building or a waterfront rental community, this episode shows how to invest with strategy, purpose, and serious long-term upside. Things we discussed in this episode: Opportunity Zones: Created by the 2017 Tax Cuts and Jobs Act Defer and Eliminate Capital Gains by Holding for 10 Years Short-Term Rentals Qualify—Including Furnishings and Equipment Act Fast: Final Investment Deadline is December 31, 2026 University Areas Offer Prime OZ Investment Potential You Must Actively Operate a Business—Not Just Use Personally Mixed-Use Buildings Are Ideal for OZ Strategies Meet the ‘Substantial Improvement' Rule to Qualify Use SBA Loans to Fund Mixed-Use OZ Projects Invest Gains from Stocks, Real Estate, or Other Appreciated Assets Get in touch with Ashley: Facebook - ⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/ozpros Linkedin - ⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/ozproscom/ Website - ⁠⁠⁠⁠⁠⁠⁠https://ozpros.com/ #SmartStayShow #realestate #realestateinvestor #realestateagent #RealEstateInvesting #OpportunityZones #ShortTermRentals #TaxStrategy #WealthBuilding #TaxSavings #PropertyInvestment #AirbnbInvesting #PassiveIncome #InvestmentTips Follow Us! Join Jason Muth of Prideaway Stays and Straightforward Short-Term Rentals and Real Estate Attorney / Broker Rory Gill for the first episode of SmartStay Show! Following and subscribing to SmartStay Show not only ensures that you'll get instant updates whenever we release a new episode, but it also helps us reach more people who could benefit from the valuable content that we provide. SmartStay Show ⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠ YouTube⁠⁠⁠⁠⁠⁠⁠ Prideaway Stays ⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ Straightforward Short-Term Rentals ⁠⁠⁠⁠⁠⁠⁠Website⁠⁠⁠⁠⁠⁠⁠ and on ⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠ Attorney Rory Gill ⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠ Jason Muth on ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ Hospitality.FM SmartStay Show is part of⁠⁠⁠⁠⁠⁠⁠ Hospitality.FM⁠⁠⁠⁠⁠⁠⁠, a podcast network dedicated to bringing the best hospitality-focused podcasts to those in and around the industry, from Food + Beverage, Guest Experience, Diversity & Inclusion, Tech, Operations, Hotels, Vacation Rentals, Real Estate Law, and so much more!

In this episode, inspired by my experience at the Junior Achievement Steps for Success program, I dive into different cash management strategies for business owners. I cover the essential functions of checking and savings accounts, the benefits of having multiple accounts, and how to leverage high-yield savings accounts for tax savings. Additionally, I explore the options of investing through corporate brokerage accounts for the long-term growth of excess cash. Remember, while these insights are powerful, it's crucial to consult your financial professional before implementation. Tune in to gain actionable advice and keep your business finances in top shape.   What You'll hear in this episode: [01:05] Understanding Different Bank Accounts [01:35] The Importance of Checking Accounts [02:40] Maximizing Savings Accounts [03:45] Liquidity Explained [05:15] Investing Excess Cash [06:20] Tax Benefits of Brokerage Accounts [07:45] Strategic Cash Management [09:00] Conclusion and Cash Flow Management   If you like this episode, check out: Smart Cash Management for Business Owners Building Value in Your Business While Growing with Jill Simonds Exploring Alternative Investment Strategies with Fred Moskowitz   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.08:48 Cons of Real Estate Syndications09:45 Investment Illiquidity and Portfolio Management10:54 High Minimum Investments12:12 Crowdfunding Websites: Pros and Cons13:06 Differences from Rental Property Investments13:44 Building Trust and Network in Syndications15:02 Limited Control in Syndications16:13 Prerequisites for Participation19:21 Tax Benefits of Syndications21:26 Conclusion and Additional Resources Hosted on Acast. See acast.com/privacy for more information.

Episode Summary: Taxable brokerage accounts are often overlooked but are essential for building wealth and achieving early retirement. Brad Barrett and Cody Garrett highlight their flexibility, tax advantages, and strategic value. Cody Garrett provides insights on how to effectively navigate these accounts, dismantling common misconceptions while sharing actionable strategies. Key Takeaways: Understanding the definition and benefits of taxable brokerage accounts. The flexibility of contributions and investment options. Tax optimization strategies, including long-term capital gains and tax loss harvesting. The importance of asset location for tax efficiency. How to navigate the rules around gifting and estate planning regarding taxable accounts. Timestamps: 00:02:00 - Defining Taxable Accounts 00:10:30 - Investment Opportunities and Options 00:11:30 - Tax Benefits and Treatments 00:25:00 - Best Investment Types for Taxable Accounts 00:48:00 - Conclusion and Action Steps Main Discussion Topics: Introduction to Taxable Brokerage Accounts (00:00:00) The hosts introduce the episode's focus on taxable brokerage accounts as crucial but often ignored tools in financial strategy. Defining Taxable Accounts (00:02:00) A taxable brokerage account is described as a non-retirement account where investment income is taxed in the year it is earned, providing the flexibility of access and lack of penalties. Investment Opportunities and Options (00:10:30) Taxable accounts allow unlimited contributions with various investment opportunities that traditional retirement accounts may restrict. This includes stocks, ETFs, mutual funds, and even cryptocurrencies. Tax Benefits and Treatments (00:11:30) Earnings from dividends and long-term capital gains are subject to preferential tax rates, significantly benefiting investors. Discussion on tax strategies to minimize liabilities while maximizing income. Best Investment Types for Taxable Accounts (00:25:00) U.S. stock index funds are highlighted as optimal investments for taxable accounts due to their lower tax implications on dividends compared to foreign stocks. Conclusion and Action Steps (00:48:00) The episode wraps up with actionable steps for listeners, emphasizing the advantage of maximizing contributions to taxable accounts, especially after maxing out retirement accounts. Actionable Takeaways: Maximize contributions to your taxable brokerage account once you hit contribution limits for retirement accounts. (00:47:00) Consider holding U.S. stock index funds in taxable accounts for favorable tax treatment. (00:25:00) Utilize specific share identification methods for selling investments to optimize tax outcomes. (00:17:20) FAQs: What is a taxable brokerage account? A non-retirement account where investment earnings are taxed in the year they are earned. (00:02:30) What are the main advantages of a taxable brokerage account? Unlimited contributions, diverse investment options, and favorable tax treatment on capital gains and qualified dividends. (00:11:30) How are earnings taxed in a taxable account? Earnings are taxed in the year they are realized, which includes dividends and capital gains distributions. (00:03:00) Are there any penalties for early withdrawal from a taxable account? No penalties apply, offering flexibility compared to traditional retirement accounts. (00:34:00) Key Quotes: "Success comes with a price: don't let your money sit idle in a checking account." (00:06:00) "Prioritize earning over worrying about taxes." (00:06:16) "Taxable accounts can offer significant tax advantages." (00:11:32) "Don't let the tax tail wag the dog." (00:29:59) Related Resources: Measure Twice Money - For more insights on financial strategies. Episode #517: Tax Gain Harvesting Strategies - A detailed discussion on optimizing tax strategies. Cody and Sean's book announcement page Discussion Questions: How can taxable brokerage accounts enhance your investment strategy? What strategies can be implemented to maximize the tax advantages of taxable accounts? How should one decide which types of investments to prioritize in taxable accounts?

Today on the Wholesale Hotline Podcast (Flipping Mastery Edition), Jerry breaks down the real truth behind Act 60 after living in Puerto Rico for four years with his wife and ten kids—why it's worth it only if you're saving $500K+ in taxes. Show notes -- in this episode we'll cover: Jerry breaks down the real truth behind Act 60 after living in Puerto Rico for four years with his wife and ten kids—why it's worth it only if you're saving $500K+ in taxes. Step-by-step look at Act 60's strict requirements, including the 183-day rule, the closer connection test, and the 3-year clawback rule—plus how not following them can cost you big. Why living in expat-friendly communities like Palmas del Mar comes with huge lifestyle perks—but also major costs in maintenance, travel, and culture clash with the "Go Home Gringo" movement. Unexpected challenges most people never talk about: power outages, driving chaos, salty air damage, school options, finding reliable help, and dealing with sargassum seaweed on east coast beaches. Despite the downsides, Jerry shares what made it all worth it: epic beaches, sea glass hunting, iguana meat sales, lifelong friends, business growth, and family memories in a tropical paradise.    Please give us a rating and let us know how we are doing! ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖  ☎️ Welcome to Wholesale Hotline & Flipping Mastery Breakout! ☎️ Jerry Norton went from digging holes for minimum wage in his mid 20's to becoming a millionaire by the age of 30. Today he's the nation's leading expert on flipping houses and has taught thousands of people how to live their dream lifestyle through real estate.   **NOTE: To Download any of Jerry's FREE training, tools, or resources… Click on the link provided and enter your email. The download is automatically emailed to you. If you don't see it, check your junk/spam folder, in case your email provider put it there. If you still don't see it, contact our support at: support@flippingmastery.com or 888) 958-3028.  ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖