Podcasts about tax benefits

In this episode, the amazing Catrina M. Craft continues her 10 Episode Master Class with our show as she shares expert insights on tax deadlines, strategic equipment purchases, leveraging family employment for business benefits, and the advantages of podcast guest appearances for entrepreneurs. Tune in to learn actionable tips to optimize your business finances and growth strategies."Know your state and federal tax deadlines."Chapters00:00 Vacation or Business Trip?01:19 Tax Deadlines and Responsibilities05:08 Maximizing Deductions for Equipment10:08 The Power of Podcasting12:32 Summer Business Strategies"Pay something on taxes to reduce penalties." Other Takeaways* Tax deadlines and penalties*Summer business planning and travel strategies*Strategic equipment purchases and deductions*Hiring family members for business benefits*Benefits of being a podcast guest*Business Deduction OptimizationThis 10 Episode Tax Strategy Master Class Will Change Your Life:EPISODE #1/10: January 26, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18570362-unlocking-tax-strategies-for-entrepreneursEPISODE #2/10: February 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18646020-unlocking-home-office-deductionsEPISODE #3/10: March 9, 2026: https://thatentrepreneurshow.buzzsprout.com/737252/episodes/18814431-hidden-tax-strategies-revealedSend us Fan MailSupport the showRemember to subscribe for the next episode. Show Sponsor: ComingAlive PodcastProduction.com (Download your Podcast Launch Checklist for only $1 here)Music Credits: Copyright Free Music from Adventure by MusicbyAden.

In this episode of the Sunlight Tax Podcast, I break down some of the biggest misconceptions about wealth taxes, estate taxes, and tax fairness in the United States. We'll explore how the tax system works for the wealthiest Americans, why so many myths persist around taxing wealth, and what these policies mean for everyday people, small business owners, and future generations.I also share the story behind my grassroots campaign to raise awareness about tax justice through art, advocacy, and community action. My goal is to make complex tax issues easier to understand and help more people engage in conversations about economic fairness and social change.Also mentioned in today's episode:00:10 My Art Campaign00:29 The State of Wealth Inequality in the US00:57 Tax Fairness and the Wealthy01:50 Problems with Wealth Tax and Historical Context02:45 Inheritances and the Income Tax System03:41 Hannah's Grassroots Campaign and Art Fundraiser04:41 Understanding the Sunlight Tax Website05:09 Funding the IRS and Tax Enforcement06:34 Myths and Misinformation about Tax Laws07:32 Upcoming Expert Interview with Professor Madoff09:00 Misconceptions about Inheritance and Gift Taxes12:17 The Truth About Estate Taxes and Public Perception16:35 Tax Benefits for Primary Residence SalesIf 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.Episode Links:Support me in rebuilding my studioRay Madoff, author of The Second Estate: How the Tax Code Made an American Aristocracy.Get my Tax Help on Substack.Get your FREE visual guide to tax deductionsOrder my book: Taxes for Humans: Simplify Your Taxes and Change the World When You're Self-Employed Get full access to Taxes For Humans at sunlighttax.substack.com/subscribe

Listen to Real Estate Realities with Justin Hermes today as Justin explains the "Tax Benefits Of Being a Landlord!" Get out of the rut of renting, and stop paying your Landlords mortgage.

Listen to Real Estate Realities with Justin Hermes today as Justin explains the "Tax Benefits Of Being a Landlord!" Get out of the rut of renting, and stop paying your Landlords mortgage.

In this episode, Loral breaks down how entrepreneurs legally activate the tax code through real businesses with real revenue. She explains the difference between losses on revenue versus taxes, why the IRS requires profit intent, and what causes businesses to get flagged.Loral also shares why businesses don't need massive profits to activate the tax code, but they do need legitimate revenue, effort, and structure. The conversation explores transitioning from “write-off businesses” into real operating companies that create tax advantages, wealth-building opportunities, and long-term financial freedom.If you've ever wondered how entrepreneurs legally reduce taxes while building legitimate businesses, this episode offers practical insight into how to activate the tax code the right way.Loral's Takeaways:Understanding Business Losses and Tax Implications (00:00)Transitioning to a Real Business and Passive Income (01:29)Alternative Investment Strategies and Tax Benefits (03:05)Scheduling and Next Steps (04:06)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment.Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up: https://integratedwealthsystems.com/affiliatesThanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have some feedback or questions about this episode? Leave a comment in the section below!Subscribe to the podcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on iTunes or Stitcher. You can also subscribe from the podcast app on your mobile device.Leave us an iTunes reviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on iTunes, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on iTunes.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Cheryl Taylor Anderson. Podcast: Money Making Conversations MasterclassHost: Rushion McDonaldGuest: Cheryl Taylor Anderson, Real Estate Broker (Metro Atlanta) 1. Purpose of the Interview The core purpose of this interview is to educate, empower, and motivate listeners—particularly first‑time homebuyers, renters, veterans, and people of color—to pursue homeownership as a wealth‑building strategy. Specifically, the conversation aims to: Demystify the homebuying process Combat fear and misinformation around mortgages Highlight low‑ and zero‑down payment opportunities Explain how homeowners can build equity faster Emphasize real estate as a key tool for generational wealth Encourage disciplined financial decisions rooted in ownership rather than renting Rushion positions the discussion as a knowledge‑sharing opportunity to help listeners move from renting to owning, especially in communities historically excluded from homeownership. 2. Interview Overview Cheryl Taylor Anderson brings more than 20 years of real estate experience and over $400 million in sales in Metro Atlanta. She works with: First‑time homebuyers VA and military families Move‑up buyers Luxury clients and institutional sellers Throughout the interview, Cheryl provides practical, real‑world examples—including her own story as a former single mother and homeowner—to ease fear, explain financing, and correct misconceptions about buying a home. 3. Key Takeaways A. Many Renters Can Already Afford to Own One of the central points is that many renters are paying as much—or more—than mortgage payments without building equity. Rent payments offer no tax benefits Mortgage payments build ownership and wealth Homeowners can deduct mortgage interest (unlike rent) Key idea: Many people qualify for ownership but are held back by misinformation and fear. B. First‑Time Homebuyers Have More Options Than They Realize Cheryl explains that many buyers are unaware of: Zero‑down payment programs Builder incentives covering closing costs Opportunities to move into homes with minimal out‑of‑pocket costs In some cases, buyers are only required to bring earnest money, making homeownership far more accessible than expected. C. VA and Veteran Benefits Are Underused Cheryl strongly emphasizes VA loans as one of the most powerful tools for homeownership: 100% financing (zero down payment) Ability to ask sellers for up to 6% in closing cost contributions Certain veterans may be exempt from property taxes Lower monthly payments overall Veterans are encouraged to use their benefits, even years after leaving military service. D. A 30‑Year Mortgage Does Not Mean 30 Years of Debt Cheryl reframes mortgage timelines by teaching strategic repayment: Paying bi‑weekly instead of monthly Adding small extra payments ($50–$100/month) Reducing both interest and principal faster She uses her personal example of being close to paying off her home early despite starting with a traditional 30‑year loan. E. Homeownership Builds Stability and Community The interview contrasts renting versus owning: Ownership benefits include: Equity growth Customization and upgrades Neighborhood relationships Security and long‑term stability A tangible asset to pass to children Even HOA‑managed communities—while sometimes frustrating—protect property values and neighborhood standards. F. Home Warranties Reduce Fear of Maintenance To address anxiety about repairs, Cheryl recommends home warranties: Cover major systems (HVAC, water heaters, appliances) Low service fees when repairs are needed Can be negotiated into purchase contracts Provide peace of mind similar to apartment maintenance This is especially helpful for first‑time buyers. G. Social Media Builds Trust and Visibility Cheryl explains how social media strengthens her business: Buyers see real closings, celebrations, and testimonials Creates emotional connection and trust Inspires others to picture themselves as homeowners Visibility drives confidence and referrals. H. Education and Adaptability Drive Longevity Cheryl credits her success through: The 2008 housing crisis COVID‑19 Market shifts to constant learning, flexibility, and strategy pivots (e.g., foreclosures, BPOs, builder incentives). 4. Notable Quotes On Renting vs. Owning “Never be willing to pay somebody more than you’re willing to pay yourself.” On First‑Time Buyer Fear “Don’t let the longevity scare you. In an apartment, you’re building nothing.” On VA Benefits “Veterans can come to the table with zero down—and sometimes no property taxes.” On Mortgage Strategy “Pay every two weeks and it knocks down your interest and principal faster.” On Equity “Rent doesn’t give you anything to leave your children. Homeownership does.” On Homeownership Mindset “People are willing to pay their landlord more than they’ll pay themselves.” 5. Overall Takeaway This interview reinforces homeownership as one of the most powerful, attainable tools for building long‑term wealth—when buyers are properly educated, supported, and encouraged to move past fear and misinformation. Cheryl Taylor Anderson demonstrates that: Buying a home is often more accessible than people believe Strategic mortgage management can drastically shorten debt timelines Ownership builds equity, stability, and generational opportunity #SHMS #BEST #STRAWSteve Harvey Morning Show Online: http://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Life insurance isn't just protection — it's a tax-free wealth tool your CPA probably missed.

In this episode, Michael Elefante shares his journey in the short-term rental industry, strategies for scaling, creating unique guest experiences, and insights into market opportunities and regulations.   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   —--------------------

On this episode, I'm digging into the ins and outs of in-plan Roth conversions. You'll learn what it means to convert pre-tax 401(k) dollars to a Roth 401(k), who is eligible, and why it might make sense for your retirement strategy. I cover the practical steps for making these conversions, and highlight the benefits and drawbacks. I also share a real-life example of how a client navigated her options to maximize her retirement savings.  You will want to hear this episode if you are interested in... [00:00] In-plan Roth conversions [01:51] What is an in-plan Roth conversion? [02:38] Eligibility for in-plan Roth conversions [04:48] Real-life story of after-tax contributions in a client's 401(k) [06:07] Convert after-tax contributions plus gains within the 401(k) plan to Roth 401(k) [08:38] Rolling over after-tax contributions and gains to IRAs outside 401(k) [10:21] Preventing funds from sitting in a money market account   The In-Plan Roth Conversion An in-plan Roth conversion allows participants to transfer funds from the traditional, pre-tax portion of their 401(k) into the after-tax Roth component of the same plan. This means you're taking money that has not yet been taxed and converting it into money that—after the conversion taxes are paid—will grow and can be withdrawn tax-free in retirement. This strategy is different from Roth IRA conversions, which involve moving money from a traditional IRA into a Roth IRA, often at the same financial institution. In-plan conversions, on the other hand, streamline the process by keeping all assets within your employer-sponsored 401(k), offering simplicity and potentially access to preferred investment options.   Who Should Consider an In-Plan Roth Conversion? In-plan Roth conversions can be especially valuable if you anticipate being in a lower tax bracket this year compared to future years, or if you want to build a tax-free income stream for retirement. Additionally, if you already have after-tax contributions in your 401(k), converting those funds can optimize your tax efficiency by ensuring that all future gains are tax-free.   Real-Life Example: Amy's Roth Conversion Journey Let's look at the example of "Amy," who worked with me to create a financial plan. Amy had been contributing after-tax money to her General Motors 401(k), accumulating $63,000 in after-tax contributions and $40,000 in gains.  Here's how her options played out: In-Plan Roth Conversion: Amy could have converted both her after-tax contributions and the gains to the Roth 401(k). However, the $40,000 in gains would be taxable in the year of conversion, amounting to roughly $10,500 in taxes, or 26%. This would put her on track for approximately $200,000 in Roth assets in 10 years, assuming market growth. Rollover to IRAs: Alternatively, Amy chose to roll her after-tax contributions to a Roth IRA and the gains to a traditional IRA. This strategy avoided immediate taxation on the $40,000 in gains. The after-tax funds would grow tax-free in the Roth IRA, and future conversions of the traditional IRA can be planned according to her tax situation. Amy's example highlights the importance of reviewing your plan's rules, weighing tax implications, and considering your long-term retirement goals.   Conversion Best Practices If you have after-tax contributions in your 401(k), now is the time to develop a plan. Consider converting these funds sooner rather than later to maximize the potential for tax-free compounding growth. Some plans allow automated conversions, but others require regular follow-ups with your provider. In-plan Roth conversions can be a powerful tool to improve your retirement outlook. By understanding your plan's rules, analyzing your current and future tax situations, and executing a smart conversion strategy, you can unlock significant tax advantages and peace of mind for your golden years. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Fidelity Charles Schwab Vanguard T. Rowe Price Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact Subscribe to Retire With Ryan  

What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think.In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Courtney Moeller, an oil and gas investor, entrepreneur, and Navy veteran who helps high-income earners reduce their tax burden and build passive income through alternative investments.In this episode, you will learn:How oil and gas investments can potentially offset W-2 and active income through powerful tax advantages like Intangible Drilling Costs (IDCs).The key risks involved in oil and gas investing, including drilling outcomes, oil price fluctuations, and deal structure.How to evaluate opportunities, from choosing the right operator and basin to understanding breakeven prices and diversification strategies.Why oil and gas still plays a critical role in the global economy — far beyond just fueling your car.And more!Tune in for an inside look at how oil and gas investing works, who it may be right for, and how it can fit into a broader financial strategy focused on tax efficiency, diversification, and long-term wealth building.Resources:Episode Transcript & Blog | ironhorseenergyfunds.com | courtneymoeller.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory CallWant to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc

In this episode, Heather interviews Marlena Hollis of Young Lions VA's about how Christian authors can use virtual assistants to scale their book sales, strengthen their backend support, and stop carrying every task alone. Marlena explains how faith-based VA support can help authors and entrepreneurs delegate with clarity, protect their time, and create more space for the message they are called to steward. Together, Heather and Marlena discuss practical tasks authors can hand off, how to know when you are ready for support, and why delegation is often a necessary step in building a sustainable author business. Listeners can also download Marlena's Young Lions VA Placement Readiness Kit, which includes a readiness quiz, task audit worksheet, and control and fear audit to help them decide what support they need next. Guest Links and Resources Download the assessment to see when it is best for you to hire your first VA Young Lions VA Placement Readiness Kit Young Lions VA Website: https://younglionsva.net/ Young Lions VA Facebook: https://www.facebook.com/profile.php?id=61577708446608 Book a Young Lions VA Interest Meeting: https://links.younglionsva.com/widget/bookings/ylvan-interest-meeting Marlena Hollis Ministries: https://marlenahollisministries.com Marlena Hollis Facebook: https://www.facebook.com/MarlenaHollis.teachJesus Marlena Hollis YouTube: https://www.youtube.com/@Marlena_Hollis Marlena Hollis Instagram: https://www.instagram.com/marlenahollis.teachjesus Chapters 00:00 Introduction to the Conversation 02:57 The Overwhelm of Book Marketing 06:13 The Role of Virtual Assistants for Authors 08:54 The Fear of Delegation 12:09 Building Relationships with Virtual Assistants 15:02 The Founding of Young Lions Virtual Assistant Network 17:48 The Impact of Virtual Assistance on Lives 21:05 The Importance of Human Connection vs AI 23:58 Investing in Kingdom Relationships 27:14 The Accountability Factor 30:14 The Benefits of Hiring a VA 32:56 Networking and Community Building 36:12 Tax Benefits of Hiring a VA 39:22 Building Kingdom Businesses 40:28 The Role of AI in Business 46:07 The Power of Virtual Assistants 49:07 Common Tasks to Delegate 51:00 The Importance of Teamwork 54:02 Investing in Support for Growth 57:33 The Symbiotic Relationship of Ministry and Business 01:01:54 Effective Onboarding Processes              

Key Takeaways: Multifamily Housing Is a Strong Investment: Properties with multiple units can provide steady income and tax benefits. They are also in high demand as single-family homes become harder to afford. Use Cost Segregation to Save on Taxes: Breaking down parts of a property for faster depreciation can lower your tax bill and improve cash flow. Invest in Energy Efficiency: Upgrades that reduce energy use can lower long-term costs and make properties more sustainable and attractive to tenants. Combine Real Estate With Modern Tools: Using newer financial tools, like Bitcoin, alongside real estate may offer added flexibility and long-term advantages. Support Communities While Earning Returns: Multifamily housing doesn't just generate income—it also helps meet housing needs and supports community growth.   Chapters: Timestamp Summary 0:00 Investing in Apartment Complexes for Tax Benefits and Wealth Growth 2:24 Maximizing Tax Benefits Through Cost Segregation in Real Estate 4:20 Investing in Energy Efficiency for Long-Term Property Gains 4:57 Investing in Bitcoin-Backed Real Estate for Long-Term Gains 8:27 Revitalizing Struggling Malls with Multi-Use Community Spaces 9:15 Building Community and Generational Wealth Through Local Initiatives 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 today's episode, Leah Hall from Lift Accounting is back on the show to help unpack all things property & self-managed super funds (SMSF). Rachelle and Leah chat about:

In this episode, I sit down with Arda Bircan to break down how the short-term rental tax strategy actually works, who it's for, and how high earners are using it to offset active income.But we also talk about the part most people ignore… how to make sure it's actually a good investment.Because buying an Airbnb just for tax savings is a fast way to lose money.-------✅ Financial planning for 30-50 year old entrepreneurs: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.allstreetwealth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠✅ My personal blog & newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thomaskopelman.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.

With tax deadline day coming up April 15, farmers are looking for shelters and other benefits they may not have had in the past. NAFB News ServiceSee omnystudio.com/listener for privacy information.

You saved diligently for your kids' education, and now that chapter is closing. So what happens to the money? Can you protect those tax benefits and roll the funds into something new? We're getting into it. This week, Jean is joined by Lacy Garcia, founder and CEO of TrustWillow.com, a personalized advisor-matching platform that connects women and their families with vetted, fiduciary financial advisors who are legally required to act in your best interest, and who have been trained specifically in working with women's financial lives. They dig into your mailbag questions from: Inge, who opened Coverdell ESAs for her kids 20 years ago, just got a notice that Vanguard is shutting down the program. What are her options for keeping that money tax-protected? An anonymous listener just paid off her husband's student loans and is officially done with daycare. Where should that newfound money go? Rebecca, who is recently divorced with a high school senior and a 529 that covers about one year of college. She wants to know: Are there financial planners who specialize in college planning?

Key Takeaways: Use Tax Tools to Improve Cash Flow: Section 179 and bonus depreciation allow farm investors to write off equipment costs right away. This can free up cash and support business growth. Know What You Can Depreciate: Land cannot be depreciated, but things like equipment and buildings (such as barns) can. Planning ahead helps you get the most tax benefit. Think Long Term With Depreciation: Tax strategies should match your long-term plans. Consider how selling assets later could affect your taxes. New Funding Opportunities Are Growing: Private lending is becoming more common again. This can create new ways for entrepreneurs to invest in areas like agriculture. Farming Adds Real Value: Owning and running a farm isn't just about profit. It also supports food systems and contributes to the well-being of communities and the environment.   Chapters: Timestamp Summary   0:00 Investing in Farms and Tax Benefits with Section 179 2:00 Leveraging Assets and Bitcoin for Wealth Management Opportunities 3:07 Tax Benefits and Equipment Needs for Small Farm Owners 4:45 Understanding Depreciation Benefits and Trade-Offs for Farmers 7:09 Understanding Depreciation Strategies in Farming Equipment and Livestock 9:26 The New American Dream: Owning a Business 10:05 Planning Long-Term Financial Strategies with Bonus Depreciation   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.

This is our daily Tech and Business report. KCBS Radio News Anchor Holly Quan spoke with Bloomberg Reporter Eliyahu Kamisher. Nvidia's CEO is encouraging people to move in to California; this after a group of billionaires exited the state because of high taxes and threats of a new levy.

Welcome back to *The Cashflow Project*! In this episode, we sit down with Alex Lopez, managing partner at Osher CPAs, specializing in CFO services and tax minimization strategies. With over a decade of experience—and as a real estate investor himself—Alex shares practical insights on scaling businesses, increasing profits, and leveraging the tax code. He also discusses how his background, from Medellín to navigating the 2008 crisis, shaped his approach to wealth-building. You'll learn actionable strategies like maximizing depreciation, structuring investments, and using real estate to reduce taxes and grow long-term wealth. [00:00] "Tax Strategies: Fixing Past Mistakes" [04:18] "From Business Dreams to Accounting" [08:46] "Hedge Inflation with Hard Assets" [11:53] "Taxes, Value, and Opportunity" [16:28] Real Estate Tax Benefits Explained [20:27] "Depreciation Benefits for Businesses" [23:56] "Tax Planning for Higher ROI" [27:45] Oil and Gas Investment Opportunities [30:06] "Tax Strategies for Investors" [32:12] "Investing in AI or Energy" [35:40] "One Strategy Can Transform" [39:07] "Investing Tips with Alex Lopez" Connect with Alex Lopez! Website LinkedIn Instagram Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

JOIN THE BE WEALTHY MASTERMIND (THIS CLIP IS FROM IT)Want to join a room of entrepreneurs who think bigger about money? Email Katelyn@bewealthy.com with the subject line "Be Wealthy Podcast MM" to learn more.Brett breaks down the math on what $70,000 invested in 2009 would look like today - real estate versus the stock market. Using real numbers, he walks through leverage, appreciation, tax benefits, and rental income to show why the gap between the two paths isn't even close.TIMESTAMPS0:00 The 70K Question1:15 Stock Market Returns Since 20092:30 Real Estate: The Power of Leverage3:45 Appreciation, Tax Benefits & Rental Income5:00 The Final Numbers Side by Side6:00 Why This Math Changes EverythingGET CONNECTEDWebsite: www.BeWealthy.comYouTube: youtube.com/@bewealthybrettInstagram: instagram.com/bewealthybrettFacebook: facebook.com/brettbewealthyX/Twitter: x.com/bewealthybrettFREE RESOURCESFree Tools & Downloads: https://www.bewealthybrett.com/resourcesCost Segregation Studies & 45L Tax Credit: SingleFamilyCostSeg.comInfinite Banking Education: SaveLikeaBank.comSelf-Directed IRA: MaxOutRetirement.comTrust & Entity Structure: SetupMyEstate.comOff-Market Deals & Direct Mail: TheMagicMailers.com1031 Exchange: Exchange1031Now.comBookkeeping & Financial Services: BooksOffMyPlate.comPPC & Digital Marketing for RE Investors: ScaleMyDeals.comABOUT THE SHOWThe Be Wealthy Podcast brings entrepreneurs the strategies to grow their business - then teaches them how to think about their money. Because wealth is far more than money - it's freedom. Hosted by Brett Tanner & co-pilot Katelyn Mitchell.Mission: Get Free.DISCLAIMERBe Wealthy and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational and entertainment purposes only, and should not be relied on for tax, legal, or accounting decisions. Always consult your own advisors before taking financial action.

In this conversation, Michael Chang shares his journey from a successful career in investment banking on Wall Street to becoming a thriving entrepreneur in the short-term rental market. He discusses the challenges and lessons learned from his transition, including the importance of flexibility, the impact of technology, and the financial benefits of short-term rentals compared to traditional long-term investments. Michael also delves into the STR tax loophole, market saturation, and the significance of quality in real estate investments. He emphasizes the need for self-belief and the value of surrounding oneself with supportive networks in the entrepreneurial journey.TakeawaysMichael transitioned from Wall Street to short-term rentals for more flexibility.He started his rental business while still working full-time.The journey involved many small, intentional steps and learning from failures.Short-term rentals can generate significantly more cash flow than long-term rentals.The STR tax loophole offers substantial tax benefits for high-income earners.Quality properties in desirable locations can differentiate from market saturation.Government incentives encourage investment in short-term rentals.Early mistakes taught him the importance of technology and process in operations.Investing in short-term rentals can provide financial freedom and time flexibility.Surrounding oneself with a supportive network is crucial for success.Chapters00:00 From Wall Street to Short-Term Rentals00:58 The Journey of Transitioning Careers03:47 Lessons from Failed Ventures06:05 The Mechanics of Managing Properties08:36 Contrasting Long-Term and Short-Term Rentals11:02 The Tax Benefits of Short-Term Rentals13:45 Understanding the STR Tax Loophole19:46 Understanding Short-Term Rental Tax Benefits20:36 Lessons from Early Short-Term Rental Experiences21:51 Navigating the Short-Term Rental Market23:50 The Importance of Quality in Property Selection26:13 Targeting High-Income Clients for Success27:59 Regulatory Considerations in Real Estate Investment30:08 The Future of Short-Term Rentals and Tax Strategies38:30 6-sec-outro.mp4Keywordsshort-term rentals, Wall Street, real estate, investment, tax benefits, property management, Airbnb, market analysis, financial freedom, entrepreneurshipWork With RealDealCrewIf you're already closing deals but your intake, follow-up, or visibility feels inconsistent, here are two ways to go deeper:Take the Deal Intake AssessmentSee how resilient your current operation actually is.→ https://assessment.realdealcrew.comBook a Fit CallIf you want to explore what a fully system-driven deal flow looks like, let's talk.→ https://realdealcrew.com/bookLIKE • SHARE • JOIN • REVIEWWebsiteApple PodcastsYouTubeYouTube MusicSpotifyAmazon MusicFacebookTwitterInstagramMentioned in this episode:book a Fit Call at RealDealCrew.comintro to RealDealCrew

Season 5, Episode 8: On this episode of the No Cap Podcast, Jack Stone and Alex Gornik sit down with Chris Salerno, founder of QC Capital, to break down how he underwrites across multiple real estate verticals and why car washes have quietly become one of the most interesting operating-heavy “real estate plus business” hybrids in the market. Chris explains what actually drives performance in the car wash business, from site selection and membership economics to cost pressures like water and chemicals, and why QC focuses on a more efficient model with shorter tunnels and lower all-in development costs. The conversation also dives into small bay industrial in the Southeast, why the space is heating up, and how Chris thinks about risk as multifamily rent growth slows and the easy era of cap-rate compression fades. A practical, operator-driven look at where real estate returns are really coming from today. Shoutout to our sponsor, Bracket. The AI platform transforming how we underwrite deals. TOPICS 00:00 – Intro And Why QC Invests Across Verticals 04:36 – Chris' Background And How QC Capital Started 08:22 – First Deals: Brokers, Capital, And Getting A Loan Without A Track Record 12:47 – Why QC Moved Beyond Multifamily 13:56 – Why Car Washes: Cash Flow, Tax Benefits, And Vertical Integration 16:44 – Why Multifamily Could Stay Tough Over The Next Cycle 19:15 – The Liquidity Fund: Short-Term Real Estate-Backed Yield 21:38 – Car Wash Fundamentals: Tunnel Design, Equipment, And Build Costs 27:30 – Operations Reality: Water, Chemicals, Staffing, And Automation 34:53 – Small Bay Industrial: Demand, Rents, And Why It's Heating Up For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

Welcome to Dentist Money Two Cents, a look at the latest financial and economic news from the past week.
 On this episode of Dentist Money's Two Cents, Matt, Sean, and Rabih talk about the major ruling from the United States Supreme Court that reclassified tariffs as a form of tax and discuss why the recent tariff reversal may be more market noise than a meaninful economic shift. They also explore the tax benefits of Health Savings Accounts (HSAs) and long-term value for covering medical costs in retirement. And finally, they unpack how solo 401(k)s and SEP IRAs work, why contributions limits matter, and the challenges of managing finances across multiple business entities. Book a free consultation with a CFP® advisor who only works with dentists. Get an objective financial assessment and learn how Dentist Advisors can help you live your rich life.

In this episode, host Shawn Terrell discusses the financial implications of Roth IRA conversions for dentists nearing retirement, particularly focusing on how these conversions can mitigate tax burdens and provide greater control over retirement funds. He explains the strategic advantages of converting deferred accounts to Roth IRAs, highlighting the long-term benefits of tax-free withdrawals and reduced required minimum distributions (RMDs).Shawn also mentions the importance of tackling difficult tasks promptly, using the metaphor of 'eating the frog' to illustrate the benefits of making hard decisions while mitigating procrastination.-------------------------------Episode Resource ----------------------------------Meet with Dentist Exit Planning Advisor:Schedule Discovery Meeting-----------------------------------About Dentist Exit Planning:Website: dentistexit.comFacebook Group for DentistsYouTubeInstagramLinkedInSign-Up for Dentist Exit Email NewsletterEmail Shawn at: shawn@dentistexit.com

Check out Rental Property Pro:  https://rentalproppro.com/booking?am_id=reign    290 - Scaling Real Estate Investments with Chandra Adduri   Jen Josey kicks off this REIGN "Past Project" episode with a Badassery Bestowment on turning family and friends into private money lenders—without wrecking relationships. She walks through how to lead with education, focus on safety and clarity, keep terms simple, use professional paperwork (title company/attorney), and communicate like a CEO so lenders feel protected and respected.   Jen then welcomes first-time podcast guest Chandra Adduri, a New Jersey-based tech professional and long-time investor with an 18-property, multi-state portfolio. Chandra shares how his upbringing in India shaped his "invest in land/assets" mindset, why mentorship matters (shoutout to Rental Property Pro and John Blackburn), and how buying out of state helped him avoid the "DIY trap" that kills scalability.   The featured project is Chandra's newest acquisition: a 3 bed/2 bath beach condo in a Myrtle Beach resort community, purchased to expand into short-term rentals (STRs) and leverage STR tax advantages. He breaks down why he likes HOA amenities for competitiveness and convenience, how he financed with a specialized "condotel" loan, what he changed to stand out (colorful furniture + crisp white linens), and what it really takes to self-manage STRs—systems, fast responses, and a reliable local team. The episode wraps with Jen's BADASS acronym segment, covering Chandra's favorite book, advice, goals (including acquiring a home services business), and his definition of success: buying back time.   00:00 Introduction to REIGN and Today's Episode 00:58 Badassery Bestowment: Turning Family and Friends into Private Money Lenders 03:44 Meet Today's Guest: Chandra Adduri 04:59 Chandra's Real Estate Journey and Background 09:56 Exploring Short-Term Rentals and HOA Benefits 15:19 Financing and Furnishing a Short-Term Rental 18:30 Coffee Maker Tips and Initial Advice 18:44 Breaking Down the Numbers 19:04 Cash Flow and Tax Benefits 20:38 Long-Term vs Short-Term Rentals 21:48 Managing Short-Term Rentals 22:48 Building a Reliable Team 25:40 Future Plans and Goals 27:49 BADASS Acronym Breakdown 34:32 Final Thoughts and Success 5 key takeaways Private money works best when you educate first, not pitch first—and you protect relationships with clarity, structure, and consistent communication. Out-of-state investing can be a "self-control strategy" if you're tempted to DIY every repair; distance forces you to build a team and scale. Resort/HOA STRs can be a competitive advantage because amenities (pools, lazy river, hot tubs) help you stand out without personally managing them. STRs are hospitality, not landlording—expect constant questions, fast messaging, local-area knowledge, and SOPs for cleaners/handymen. Chandra's Myrtle Beach deal shows how STRs can be bought for cash flow and tax strategy (cost segregation + bonus depreciation), especially for high W-2 earners. Chandra Adduri Chandra Adduri is a New Jersey-based tech professional on the engineering side of the industry who has spent the last decade building a data-driven real estate portfolio. He owns 18 properties across multiple states, including New Jersey, North Carolina, South Carolina, Louisiana, Tennessee, Mississippi, and Florida. Known for his systems-first approach and strong local "dream teams," Chandra is now expanding into short-term rentals to explore growth potential and tax advantages while continuing to scale with disciplined operations.  

Send us a textWelcome back to the Laundromat Resource Podcast! Today's episode is number 235, and trust us—you won't want to scroll past this one. Host Jordan Berry sits down with cost segregation expert Chris Pierce to break down an often-overlooked but incredibly powerful tax tool: the cost segregation study. While it might not sound thrilling at first, the potential to save (or keep) tens of thousands of dollars in your business gives this topic some real excitement—especially if you own or are looking to buy a laundromat.Together, Jordan Berry and Chris Pierce dive into how cost segregation, typically discussed in the real estate investing world, can supercharge laundromat owners' bottom lines. From defining depreciation and explaining “paper losses,” to showing you how to leverage tax savings for building your laundromat empire, they cover practical strategies you can act on right away. Whether you're new to the concept or you want more advanced tips, this episode promises actionable insights—and a few entertaining moments, too.Make sure to stick around for details about the upcoming live Q&A on cost segregation, where you can bring your own questions and dig even deeper. So grab your notepad, get ready to rethink your taxes, and let's jump into an episode that might just change the way you look at your laundromat investments!In this episode, Jordan and Chris discuss:00:00 "Cost Segregation: Save Money Today"04:13 "Tax Freedom Day Explained"08:29 "Tax Benefits of Depreciation"09:58 Tax Benefits of Cost Segregation15:41 "Leveraging Depreciation for Wealth Growth"19:13 "Land and Depreciable Basis Explained"22:12 "Cost Segregation Q&A Details"26:16 "Tax Benefits for New Businesses"29:21 Cost Segregation Methods Explained30:14 "Property Tax Savings Analysis Guide"36:08 "Cost Segregation Audit Support"37:45 "Choose the Right Tax Professional"43:07 "Real Estate Purchase Strategy Tips"46:13 "Boosting Tax Savings Through Depreciation"49:51 "Real Estate Tax Benefits Explained"51:27 "Cost Segregation Timing Explained"54:31 "Cost Seg Q&A Session"58:32 "Follow These Two Steps"

Unexpected events can expose gaps in even the most carefully prepared estate plans. When family conflict, legal standards and timing collide, the outcome can reshape how assets move and who ultimately benefits. In this episode of Celebrity Estates, Senior Editor David Lenok examines the estate of Rob Reiner alongside Sean Weissbart, partner and co-chair of the Tax Benefits and Private Client Practice Group at Blank Rome. The conversation focuses on how slayer statutes function, why probate courts rely on civil standards rather than criminal convictions, and how intent and mental state influence inheritance outcomes. Sean explains how being treated as predeceased can redirect assets, how insanity defenses may affect eligibility and why simultaneous death rules and community property laws matter when spouses die close in time.  Join David Lenok and Sean Weissbart as they break down the estate planning lessons behind rare legal scenarios and the importance of thoughtful planning when the unexpected occurs. Key takeaways: How slayer statutes prevent financial benefit after intentional and felonious killing Why civil standards of proof differ from criminal convictions in estate matters How predeceased treatment redirects inheritances to alternate beneficiaries The role of insanity defenses, trusts and fiduciaries in inheritance outcomes Why simultaneous death provisions and planning details can reshape asset flow Resources: Listen to Celebrity Estates on Wealth Management Subscribe and listen to Celebrity Estates on Apple Podcasts Subscribe and listen to Celebrity Estates on Spotify Trust and Estates Magazine Connect With David Lenok: david.lenok@informa.com  Wealth Management LinkedIn: David Lenok LinkedIn: Informa LinkedIn: Wealth Management Connect With Sean Weissbart: LinkedIn: Sean Weissbart LinkedIn: Blank Rome Website: Blank Rome About Our Guest: As one of the most regarded millennial estate planners in the country, Sean plays an integral role in the lives of his clients, working together to create legacies that are tax efficient and responsive to the unique needs of each family. On Sean's practice and style, Chambers USA quotes a client saying that “Sean Weissbart is a very creative estate tax lawyer, and he's always looking to provide a fuller package than just documents. He cares quite a bit about his bedside manner, and it shows.” Another states, “There are three things that stand out about Sean. First is his ability to accommodate clients, second is his passion for the work he does and third is his empathy.” Clients turn to Sean to handle all aspects of estate planning, the administration of trusts and estates, and the representation of beneficiaries and fiduciaries in contested matters in Surrogate's Court. Sean's extensive experience includes advising international families on the impact of U.S. tax laws on their wealth. In international estate matters, Sean assists non-citizens with domestic assets navigate the complicated rules surrounding the tax-efficient transfer of their wealth and counsels U.S. citizens facing income tax issues related to their beneficial interest in foreign trusts.   Sean also represents clients on matrimonial matters, including the negotiation of prenuptial and postnuptial agreements and trust modifications following divorce. In addition to his law practice, Sean serves as an adjunct professor of law at New York University School of Law, where he teaches Income Taxation of Trusts and Estates, International Estate Planning, and Tax Aspects of Charitable Giving. He is an author of the law school textbook The Income Taxation of Trusts and Estates, a fellow of The American College of Trust and Estate Counsel, and a regular speaker at the nation's most prestigious tax conferences. He gives back to the community through many philanthropic endeavors including his service on the board of the Ment'or BKB Foundation and as event chair of the Trusts and Estates Committee of the UJA Federation of New York, having raised millions of dollars to assist those in need.

Do you know all of the tax benefits available to you as a multifamily real estate investor? A lot of people choose to invest in real estate because it offers tremendous tax benefits that traditional investments like stocks and bonds are unable to provide. Today, I'm here to share with you a variety of strategies so that you can maximize your tax savings and potentially save thousands of dollars every year. Join Our Investor Club: https://rebrand.ly/e97ovyw  This episode was originally released on December 29, 2023. 

⭐ Get my coaching & community to achieve financial freedom → https://www.coachcarson.com/rpm-pod-ep471  ⚒️Get my best investor tools for FREE → https://www.coachcarson.com/toolkit-pod-ep471  ▶️ Next Episode: STOP Buying More Rentals! Do This Instead (ft. ‪@Robuilt‬) Apple: https://podcasts.apple.com/us/podcast/380-stop-buying-more-rentals-do-this-instead/id1448707654?i=1000685611228 Spotify: https://open.spotify.com/episode/0N25lzfcwgWpKwoOVuLmnY?si=CcpR2FMRQt-eLgMsF2Zm8A EPISODE NOTES:

Chief Growth Officer, Maggie Seidel from Finseca gives the insider information on what Washington DC is doing right now in the world of finance and life insurance. What is Finseca doing to defend life insurance and agents from over regulation and tax threats. 00:00 Intro 00:52 Maggie Seidel & Finseca's Mission 03:44 Finseca's Structure and Approach 06:08 Addressing Threats 06:40 Analogy of Financial Professionals' Evolution 08:09 Pushback Against Financial Regulation and the Fiduciary Standard 09:58 Tax Code Changes and Finseca's Response 11:09 Permanence on 199A 14:02 Finseca's Approach When It Comes To Debt 19:05 Finseca's Opinion on Fiduciaries 20:49 Ernst & Young Study 26:37 What is Finseca Looking Forward To? 32:29 Finseca's Approach to the People on the Internet? 36:37 Final Thoughts Want to Join Finseca? Click Here: https://www.finseca.org/Join Want FREE Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vault ______________________________________________ Learn More About BetterWealth: https://betterwealth.com ==================== 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.

Every year, we set aside one show to turn the spotlight where it belongs: on our community.This Upcoming Show is a celebration of the people who show up week after week, tune in, ask great questions, and actually apply what they're learning along the way.And on this show… we won't be the ones sharing the lessons.Instead, members of our investor community will join us live to reflect on the past year and share the real takeaways that stuck with them; the ideas, conversations, and moments from the show that changed how they think about real estate.Join Gregg Cohen, co-founder of JWB, and Not Your Average Investor Show host Pablo Gonzalez as they introduce you to the faces and voices behind the names you hear every week during roll call.Throughout the live conversation, community members will share:- Their favorite lesson from the show this year- The episode or insight that shifted their perspective- How those lessons showed up in their real investing journeyWe'll also take time to recognize the community itself, from our most engaged attendees to the investors who took action this year, because this show only works when people show up and participate.Whether you've been with us all year or you're tuning in for the first time, this episode gives you a front-row seat to the community that makes this show what it is.Listen NOW!Chapters:00:00 Annual Tradition and Community Appreciation01:50 20 Years of JWB: A Milestone Celebration03:15 Not Your Average Investor Summit Announcement05:44 Fan Appreciation Show: A Heartfelt Tradition08:05 Community Member Introductions and Fun Facts17:05 The Why Behind Real Estate Investing27:13 Favorite Episodes and Key Takeaways32:30 Engaging with the JWB Community32:56 Highlighting JWB Teammates34:02 Tax Benefits and Investment Strategies36:05 Client Journeys and Success Stories38:58 Biggest Lessons Learned in 202550:03 Top 10 Attendees of 202552:57 Why We Watch the Show01:02:20 Reflecting on Community and GratitudeStay connected to us! Join our real estate investor community LIVE: https://jwbrealestatecapital.com/nyai/Schedule a Turnkey strategy call: https://jwbrealestatecapital.com/turnkey/ *Get social with us:*Subscribe to our channel  @notyouraverageinvestor  Subscribe to  @JWBRealEstateCompanies  

In this episode of the Wealth Game Podcast, Brent will discuss how Opportunity Zones can be used as a tax strategy to defer and potentially eliminate capital gains taxes. He explains who this strategy is best suited for, including investors and business owners selling real estate, businesses, stocks, or cryptocurrency, and highlights key timing rules and recent tax law changes that can impact planning. This episode offers a high-level overview for anyone looking to reinvest gains while minimizing taxes. ___________________________________________________________________________________ Do you want access to the videos, drawings, templates, tools, and be able to get your questions answered on the live calls or in the community? We'd love to have you join the Wealth Game basics today to get some additional free resources, videos, and tools: Visit www.wealthgame.io For specific one on one, or group support for tax planning, strategy, tax preparation, bookkeeping, accounting, or other CPA firm related services, we recommend going to www.bementcompany.com to connected with our team of CPAs and professionals. Thank you for listening to another episode of the Wealth Game Podcast. The goal is to get informal yet actionable advice directly to business owners and investors. The episodes are intended to be short and simple to allow busy professionals to get right to the point of growing their wealth and reducing their taxes. For additional information and links to all available platforms please visit our website at www.wealthgame.io Contact Us: Websites: www.wealthgame.io www.bementcompany.com You can also stream The Wealth Game on: Spotify: https://open.spotify.com/show/5vKCgwK9K7zw1FrXoNAdoh?si=b95d0293bb4b41ad Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-game/id1638735155 Connect with Brent Bement: LinkedIn: www.linkedin.com/in/brentbement X: https://x.com/brentbement Instagram: https://www.instagram.com/brentbement/

St. Croix Tax Benefits Explained, Build Wealth Without Leaving the U.SGrant McGaugh is the CEO and founder of Five Star BDM, Brand Development and Marketing, with deep experience in business development, personal branding, and investment banking strategy. In this episode, we talk St. Croix, the U.S. Virgin Islands, tax strategy basics, brand building, the BRAVE framework, and why positioning often beats having the best product.Guest:Grant McGaughCEO and Founder, Five Star BDMEmail: grant.mcgaugh@5starbdm.comRecorded: December 18, 12pm ESTChapters:0:00 Grant McGaugh introduces himself0:33 Kellen intro, Diversified Game opens the show1:06 Why St. Croix, tax advantages, Caribbean leverage6:26 Is St. Croix truly Black run, power and economics10:11 Healthcare, logistics, tech opportunity on islands16:20 BRAVE framework, why visibility matters23:36 Grant's book, First Light, and authentic leadership27:14 Investment banking, who qualifies, $3M EBITDA sweet spot33:00 Purpose, reinvention, leaving the W2 mindset43:30 Community impact, Omaha AI, St. Croix development45:55 Omaha opportunity, affordability, building legacy51:10 Final message, HAI, visibility, executionLearn the mindset and moves that lead to real results. Please visit my website to get more information: http://diversifiedgame.com/

WEBINAR LINK:https://shawnmoore.clickfunnels.com/optiniyvvg89sWant 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-15a5caa687b7FOLLOW US:https://www.facebook.com/share/g/16XJMvMbVo/https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreCONTACT US:support@vodyssey.comJASPER'S PROPERTY:http://airbnb.com/h/bigfootcabinblueridgeChapters00:00:00 Intro00:03:08 Jasper's Journey into Real Estate00:05:56 Choosing the Right Location for Investment00:08:58 Building and Designing the Property00:12:04 Challenges of Construction and Furnishing00:14:57 Creating a Family-Friendly Experience00:18:07 Marketing and Target Audience Insights00:22:39 The Bigfoot Cabin Concept00:28:18 Launch Strategy and Initial Success00:35:38 Tax Benefits and Cost Segregation00:41:08 Lessons Learned for Future Investments

Renowned American civil rights and women's rights attorney Gloria Allred joins Legal Face-Off to discuss the latest with Jeffrey Epstein's survivors. BlankRome Co-Chair of the Tax Benefits and Private Client Practice Sean Weissbart discusses Nick Reiner's inheritance. Michigan State University College of Law Professor David S. Favre joins Rich and Tina to discuss the custody battle […]

Jeremy Keil explains the top 3 tax efficient strategies for charitable giving in 2025. Most people give to charity because it's meaningful to them — not because of the tax break. And that's the right mindset. But if you're already giving, it makes sense to be intentional and structure that giving in a way that helps you keep more of your hard-earned money. In this episode of Retire Today, I walk through the top three charitable giving strategies for 2025, especially in light of new tax rules taking effect in 2026 and important changes already happening this year. With only a limited window left before year-end, now is the time to understand your options. The key is planning — not reacting in April. Why 2025 Is a Unique Giving Year Late in the year, you usually have a clear picture of your income and tax bracket. That makes it the perfect time to decide when and how to give. With upcoming changes like: A new 0.5% AGI floor on charitable deductions starting in 2026 A cap on the value of deductions for high earners A higher SALT deduction limit already in effect 2025 offers an opportunity to be proactive instead of passive. Depending on your income, it may make sense to pull future giving forward — or delay certain gifts until next year. But that decision should be made intentionally, not by default. Strategy #1: Bunch Your Charitable Deductions Bunching means combining multiple years of charitable giving into a single tax year to exceed the standard deduction and unlock itemized deductions. For example, if you normally give $10,000 per year to charity but don't itemize, you may get no tax benefit at all. But by contributing two to four years of giving in one year, you may be able to itemize and deduct the full amount. The most effective way to do this is through a donor-advised fund (DAF). A DAF lets you: Take the tax deduction now Give to charities later, on your preferred schedule Keep your giving consistent for the organizations you support This separates the timing of your tax deduction from the timing of your charitable gifts — a powerful planning tool when income fluctuates. Strategy #2: Donate Appreciated Investments Instead of Cash One of the most tax-efficient ways to give is donating long-term appreciated investments from a taxable brokerage account. When you sell an investment that has gone up in value, you owe capital gains tax. When you donate that same investment directly to charity (or to a donor-advised fund), you: Avoid paying capital gains tax Receive a charitable deduction for the full market value Remove a concentrated position from your portfolio This strategy is especially effective after strong market years like 2023, 2024, and 2025, when many investors are sitting on significant unrealized gains. To qualify, the investment must be held for more than one year (long-term capital gain). Many custodians automatically select the most tax-efficient shares when processing these donations, making the strategy easier to implement than most people expect. Strategy #3: Use Qualified Charitable Distributions (QCDs) For those age 70½ or older, Qualified Charitable Distributions are often the most powerful giving strategy available. A QCD allows you to send money directly from your traditional IRA to a qualified charity. That money: Never shows up as taxable income Can satisfy Required Minimum Distributions (once applicable) Reduces future RMDs by shrinking your IRA balance Many retirees make the mistake of taking IRA withdrawals, depositing the money into checking, and then writing checks to charity. That approach often increases taxable income, affects Social Security taxation, and can raise Medicare premiums — even if a charitable deduction is available. QCDs avoid those issues entirely by keeping the income off your tax return in the first place. Even if you're not yet subject to RMDs, starting QCDs early can still make sense if part of your regular spending includes charitable giving. Putting It All Together These three strategies often work best in combination: Use donor-advised funds to bunch deductions Fund those DAFs with appreciated investments Use QCDs once you reach age 70½ But none of this should be done blindly. The right approach depends on: Your income this year and next Whether you itemize or take the standard deduction Your charitable goals Your long-term retirement and tax plan The most important step is projecting your tax situation before the year ends and making decisions on purpose — not by default. Don't forget to leave a rating for the “Retire Today” podcast if you've been enjoying these episodes! Subscribe to Retire Today to get new episodes every Wednesday. Apple Podcasts: https://podcasts.apple.com/us/podcast/retire-today/id1488769337 Spotify Podcasts: https://bit.ly/RetireTodaySpotify About the Author: Jeremy Keil, CFP®, CFA® is a financial advisor in Milwaukee, WI, author of the bestseller Retire Today: Create Your Retirement Master Plan in 5 Simple Steps and host of both the Retire Today Podcast and Mr. Retirement YouTube channel Additional Links: Buy Jeremy's book – Retire Today: Create Your Retirement Master Plan in 5 Simple Steps “Trump's Big Beautiful Bill Could Change Retirement FOREVER!” – Mr. Retirement YouTube Channel “Maximize your Tax Benefits by BUNCHING Charitable Donations!” – Mr. Retirement YouTube Channel “How the SALT Deduction Cap Works If You Make Over $500,000 (2025 Tax Update)” – Mr. Retirement YouTube Channel “QCDs: The Tax-Smart Way to Give in Retirement (2025 Qualified Charitable Distributions Guide)” – Mr. Retirement YouTube Channel “What is the 2025 QCD Limit? (Qualified Charitable Distributions” – Mr. Retirement YouTube Channel Connect With Jeremy Keil: Keil Financial Partners LinkedIn: Jeremy Keil Facebook: Jeremy Keil LinkedIn: Keil Financial Partners YouTube: Mr. Retirement Book an Intro Call with Jeremy's Team Media Disclosures: Disclosures This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy. The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results. Legal & Tax Disclosure Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations. Advisor Disclosures Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC. Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A. The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only. Additional Important Disclosures

529 college savings plans are a favorite tool for families looking to fund education, but recent updates have made them even more compelling. With the passing of the One Big Beautiful Tax Act in 2025, there have been some exciting changes to what you can use 529 funds for, including expanded coverage for K-12 tuition, test fees, vocational programs, and support for learning differences. I also discuss the various tax advantages of contributing to a 529 plan, like state tax deductions, tax-deferred growth, and even the ability to roll leftover funds into a Roth IRA for your child. He offers real-life examples, highlights differences across state plans, and gives practical tips on maximizing your savings and tax benefits as the year wraps up. If you're looking to make the most out of your child or grandchild's future education while being smart about your finances, this episode is packed with must-know information.  You will want to hear this episode if you are interested in... [00:00] 529 Plan updates and expansions. [06:48] 529 Plans: taxes and benefits. [08:02] 529 Plan tax-free growth. [09:55] Investment considerations for 529 plans. [13:49] New rules on 529-to-Roth IRA rollovers. The Expanded 529 Universe Most people know 529 plans are great for covering college tuition, room and board, and required fees. The One Big Beautiful Tax Act of 2025 has expanded what 529 distributions can cover, opening up a wider range of education-related expenses, including much earlier in a student's academic journey. Newly Eligible Expenses: K-12 Tuition: The annual limit for K-12 tuition expenses jumps from $10,000 to $20,000 in 2026. Test Fees and Credentialing: You can now use 529 funds to pay for standardized testing, college entry exams, and vocational credentialing programs. Homeschool & Specialized Support: Structured homeschool curricula, academic tutoring, therapies, and materials for diagnosed learning differences (including ADHD) are now eligible. Apprenticeships & Educational Equipment: Costs for apprenticeship programs and special technology or learning tools can now be covered. However, there are still some limitations: transportation, school-purchased health insurance, and extracurricular activity fees remain ineligible. State Tax Deductions The state tax deduction is a unique benefit offered by many states for 529 contributions, but often families overlook this: over 30 states offer a tax break, but the rules vary. In Connecticut, for example, you can deduct up to $5,000 per person or $10,000 per couple from your state taxable income. You must usually contribute to your own state's plan (though states like Arizona, Kansas, and Pennsylvania allow deductions for out-of-state plans). Be mindful of year-end deadlines, contributions must be made by December 31st to claim the deduction for that year. Even if your state benefit is modest, it's essentially "free money" for doing something you're likely planning anyway. Student Loan Repayment and Rollovers to Roth IRAs 529 plans now offer more flexibility, even if the intended student doesn't use all the funds for education. Student Loan Repayments: Up to $10,000 (lifetime) per beneficiary can be used to pay down qualified student loans, helping recent grads reduce their debt burden. Roth IRA Rollovers: As of recent law, up to $35,000 can be rolled from a 529 plan to a Roth IRA for the beneficiary, provided the 529 is at least 15 years old, the money isn't a recent contribution, and the beneficiary has earned income. This can be an incredible jumpstart for retirement savings if college funds aren't fully used. All 529 plans are not created equal. Look for low-cost, direct-sold plans rather than advisor-sold plans that carry extra commissions. Every dollar saved on fees is another dollar that can grow tax-free in your account. Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Download my entire book for FREE  Fidelity Investments Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. ✅ Private real estate investing is becoming a powerful path for accredited investors seeking stable, tax-efficient returns—and in this episode, Jonathan Spitz of Lightstone shares how it works and what to expect heading into 2026.Whether you're a physician looking for passive income real estate opportunities or a high-net-worth individual exploring alternative investments, this video offers clarity, direction, and expert insights. Jonathan Spitz explains Lightstone's vertically integrated approach, their alignment as a family office, and the value-add real estate strategies that make private markets attractive in a high-interest rate environment.Multifamily real estate, industrial real estate investing, and tax-efficient investing are all covered here—along with how to evaluate deals, co-investment structures, and how Lightstone Capital has navigated multiple cycles to stay resilient.If you've been searching for:How to protect your wealth through private equity real estateWhere to invest for high yield real estate investing without public market volatilityWhether now is the right time to invest in accredited investor opportunitiesAnd how to make smart moves in the real estate investment 2026 landscape...

In this coaching conversation, Loral walks Arthur through the fundamentals of building wealth using smart S Corp tax strategy. She explains why shifting from W-2 income to corporate income creates better deductions, bigger retirement contributions, and more long-term financial control. From setting up LLCs for rental properties, to hiring your kids legally, to restructuring income for healthcare savings, to offsetting capital gains with depreciation, this episode lays out exactly how S Corp tax strategy can change the direction of your wealth. If you want clarity on the right structure for your business and investments, this is required listening.Loral's Takeaways:Real Estate and Tax Strategies Discussion (00:00)Transitioning to S Corp and Tax Benefits (04:19)Health Insurance and Independent Contractor Benefits (05:41)Legal and Contractual Considerations (07:40)Tax Planning and Investment Strategies (08:41)Meet Loral Langemeier:Loral Langemeier is a money expert, sought-after speaker, entrepreneurial thought leader, and best-selling author of five books.Her goal: to change the conversations people have about money worldwide and empower people to become millionaires.The CEO and Founder of Live Out Loud, Inc. – a multinational organization — Loral relentlessly and candidly shares her best advice without hesitation or apology. What sets her apart from other wealth experts is her innate ability to recognize and acknowledge the skills & talents of people, inspiring them to generate wealth.She has created, nurtured, and perfected a 3-5 year strategy to make millions for the “Average Jill and Joe.” To date, she and her team have served thousands of individuals worldwide and created hundreds of millionaires through wealth-building education keynotes, workshops, products, events, programs, and coaching services.Loral is truly dedicated to helping men and women, from all walks of life, to become millionaires AND be able to enjoy time with their families.She is living proof that anyone can have the life of their dreams through hard work, persistence, and getting things done in the face of opposition. As a single mother of two children, she is redefining the possibility for women to have it all and raise their children in an entrepreneurial and financially literate environment. Links and Resources:Ask Loral App: https://apple.co/3eIgGcXLoral on Facebook: https://www.facebook.com/askloral/Loral on YouTube: https://www.youtube.com/user/lorallive/videosLoral on LinkedIn: https://www.linkedin.com/in/lorallangemeier/Money Rules: https://integratedwealthsystems.com/money-rules/Millionaire Maker Store: https://millionairemakerstore.com/Real Money Talks Podcast: https://integratedwealthsystems.com/podcast/Integrated Wealth Systems: https://integratedwealthsystems.com/Affiliate Sign-Up:

In this conversation, Edmund Pilarz discusses innovative approaches to real estate investment, focusing on sustainable food production through hydroponics and community engagement. He highlights the benefits of structuring real estate projects as nonprofits to provide better returns for investors while addressing food security and environmental concerns. The discussion emphasizes the importance of community impact, technology in agriculture, and the need for a shift in how we approach food production and real estate development.   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   —--------------------

The DoF crew break down everything: from Ubisoft's endless identity crisis to Unity and Epic's unexpected “Make the Metaverse Great Again” alliance.We get into Roblox CEO David Baszucki's tense appearance on Hard Fork, the baffling randomness of The Game Awards nominations, Saudi Arabia's PIF liquidity challenges, and why Turkey's red-hot gaming scene may finally be overheating.Plus: a disagreement for Nordic tax schemes and a dispatch from Helsinki's Slush Conference, home of the world's most optimistic founders in a country with no economic growth.00:00 Welcome01:52 Slush Conference Insights05:06 Tax Benefits for Expats in Europe08:29 Shills09:24 Ubisoft and Tencent Deal12:28 Epic Games and Unity Partnership18:30 Roblox CEO's Podcast Appearance30:11 Game Awards Nominationss32:19 Most Anticipated Games Discussion34:23 Controversial Mobile Game Nominations39:22 Saudi Arabia's Gaming Investments47:12 Turkey's Booming Gaming Ecosystem54:43 Steam Machines and Market Challenges01:01:51 Concluding Thoughts and Thanksgiving Wishes

Pascal Wagner interviews Bronson Hill, founder of Bronson Equity, about how LPs can invest confidently in today's noisy and divided market. Bronson shares how raising $50M+ across multifamily, oil & gas, and alternative real estate has shaped the way he vets operators, evaluates risk, and structures deals more conservatively after recent market challenges. He explains why understanding your true investment objective—cash flow, tax benefits, or equity growth—is the key to picking the right deal, and why due diligence should start with the market, then the operator, then the deal. Bronson also walks through his shift toward more control as a GP, including his Altadena modular housing redevelopment project after the California wildfires, and why debt funds and royalties are gaining traction with LPs seeking stability and monthly income. Bronson HillCurrent role: Founder & CEO, Bronson EquityBased in: Pasadena, CaliforniaSay hi to them at: Facebook: https://www.facebook.com/bronson.hill.37 | https://www.facebook.com/BronsonEquityLinkedIn: https://www.linkedin.com/in/bronsonhill | https://www.linkedin.com/company/bronson-equity/mycompanyYoutube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfgInstagram: https://www.instagram.com/bronsondavidhillWebsite: https://bronsonequity.com Start earning passive income today at gsprei.com/bestever Alternative Fund IV is closing soon and SMK is giving Best Ever listeners exclusive access to their Founders' Shares, typically offered only to early investors. Visit smkcap.com/bec to learn more and download the full fund summary. Join us at Best Ever Conference 2026! Find more info at: https://www.besteverconference.com/  Join the Best Ever Community  The Best Ever Community is live and growing - and we want serious commercial real estate investors like you inside. It's free to join, but you must apply and meet the criteria.  Connect with top operators, LPs, GPs, and more, get real insights, and be part of a curated network built to help you grow. Apply now at⁠ ⁠⁠⁠www.bestevercommunity.com⁠⁠ Podcast production done by⁠ ⁠Outlier Audio⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Lane and guest tax expert Jack Hollander dive into strategies for offsetting ordinary income through oil and gas investments. They discuss the unique tax benefits, including intangible drilling costs and depletion allowances, and how these can provide significant deductions for high-income earners. The conversation addresses common mistakes with passive losses and real estate professional status, provides insights into how to properly utilize oil and gas investments, and answers questions on minimizing tax liabilities and optimizing portfolio strategies.00:00 Introduction to Tax Deductions in Oil and Gas Investments00:39 Understanding Passive and Ordinary Income01:11 Limitations of Passive Losses02:09 Real Estate Professional Status and Short-Term Rentals02:48 Introduction to Oil and Gas Investments03:02 Misconceptions About Bonus Depreciation06:08 Importance of Consulting Professional Advisors07:42 Basics of Tax Law and Income Buckets12:07 Financial Planning and Investment Considerations13:24 How Oil and Gas Investments Fit into a Portfolio15:23 Tax Benefits of Oil and Gas Investments23:53 Intangible Drilling Costs (IDCs) Explained35:16 Understanding Passive Losses and Tax Benefits35:53 Investment Strategies for Self-Employed Individuals36:33 Navigating Tax Forms and Returns37:27 Managing Investment Expectations38:37 Cash Flow and Tax Savings39:49 Evaluating Oil and Gas Investments41:15 Portfolio Diversification and Tax Planning43:15 Risk Management in Oil and Gas Investments53:09 Using IRAs and Roth Conversions01:03:01 Final Thoughts and Upcoming Events Hosted on Acast. See acast.com/privacy for more information.

Can you take 100% bonus depreciation on parts of your property? What is the difference between accelerated depreciation and bonus depreciation? What are some other things you may now know to depreciate even more in real estate? Tom Brodie from CSSI shares his insights.Tom BrodieCSSI - Cost Segregation Services(713) 906-3710tom.brodie@cssiservices.comwww.CSSIServices.com/tom-brodie

A follow-up to the first excavator video—now that it's seen real use. Tyler shares what's working, what surprised him, and what he'd rethink after owning and running it for a while. Show Notes:  Initial Investment and Purchase Details (0:00) Financing and Tax Benefits (3:56) Usage and Maintenance (5:59) Cost Considerations and Insurance (32:58) Operational Efficiency and Tax Strategy (33:44) Consulting and Future Plans (37:49) Video Version: https://youtu.be/6lnrWjeBQ20   Partners:  Andersen Windows Buildertrend Harnish Workwear  Use code H1025 and get 10% off their H-label gear   The Modern Craftsman: linktr.ee/moderncraftsmanpodcast Find Our Hosts:  Nick Schiffer  Tyler Grace  Podcast Produced By: Motif Media

It's that time of year again, when smart investors make last-minute moves that pay off big. Today, we explain why waiting until December to buy or refinance property could cost you valuable tax advantages. Hear updates on mortgage rates, small investor power, and why now is the time to plan, not panic, before the year closes.   WHAT YOU'LL LEARN FROM THIS EPISODE   Why early November is the true deadline for year-end real estate tax strategy How bonus depreciation can create massive write-offs on investment properties What's really happening with the Fed funds rate vs. mortgage rates Builder incentives and discounts you can leverage before the new year An effective way to create negotiation leverage in 2025's market     CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com  Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter