Podcasts about tax deferral

In this conversation, John Harcar and Drew McCabe delve into the intricacies of 1031 exchanges, a tax strategy that allows real estate investors to defer capital gains taxes by reinvesting in new properties. Drew shares his extensive experience in the real estate sector, discussing his journey from a country boy in Oregon to a seasoned expert in 1031 exchanges. The discussion covers the mechanics of 1031 exchanges, market trends, investment strategies, and the importance of education in navigating the complexities of real estate investing. Drew emphasizes the significance of understanding the rules and regulations surrounding 1031 exchanges to maximize investment potential and avoid pitfalls.   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   —--------------------

Financial advisor Peter Richon of Richon Planning interviews Kyle Connor, a Real Estate Exchange Specialist. They discuss the aspects of real estate investment and exit strategies. Real Estate investors can use advanced tax strategies to their advantage when exiting or passing Real Estate as part of their legacy. The 1031 Exchange, 721 Exchange, and DST, Delaware Statutory Trust present significant tax opportunities, but nuances can complicate the process for individual investors. Kyle shares insights specifically for real estate investors looking to leverage real estate exchanges, optimize tax benefits, and navigate the market dynamics. Tune in for advice on integrating real estate into financial planning and if you have any questions give Peter a call at (919) 300-5886 or visit www.RichonPlanning.com.

On this week's show: We're seeing another "Trump-Bump" in the market right now, but will that hold steady in 2025 and should you be more cautious going into the new year? Will taxes on your Social Security be eliminated? And is that a good thing? Deferring Taxes: Lessons from Baseball Contracts The Tug of War: When to Retire Even Republicans and Democrats can agree there is a crisis in 4 areas of retirement. See omnystudio.com/listener for privacy information.

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the myths surrounding tax deferral, particularly the common belief that individuals will be in a lower tax bracket during retirement. They explore the implications of income growth over a career, the importance of tax planning, and strategies for managing tax efficiency in retirement. The conversation emphasizes the need for a balanced approach to retirement planning, considering both taxable and tax-free income sources. Takeaways Tax deferral is often misunderstood; it's not a one-size-fits-all model. Many believe they will be in a lower tax bracket in retirement, but this is not always true. Income growth during working years can lead to higher taxes in retirement. It's crucial to analyze income needs and tax implications before retirement. Managing tax efficiency can significantly impact retirement income. Tax planning should include a mix of taxable and tax-free income sources. The importance of flexibility in retirement income strategies cannot be overstated. Understanding tax brackets is essential for effective retirement planning. Many people overlook the long-term tax implications of their retirement savings strategies. It's vital to measure the difference in taxes due when considering tax deferral versus tax-free options. Chapters 00:00 Introduction to Tax Deferral Myths 02:09 Understanding the Tax Deferred Model 04:03 Analyzing Income Growth and Retirement 08:15 Tax Implications of Retirement Income 10:10 Strategies for Managing Tax Efficiency 12:11 The Importance of Tax Planning 16:26 Conclusion and Future Strategies

In this insightful episode of the Know Your Why Podcast, host Dr. Jason Balara sits down with Dave Foster, a qualified intermediary and seasoned expert in real estate investing, to explore the powerful wealth-building tool known as the 1031 exchange. Dave shares his personal journey in real estate investing and emphasizes the importance of knowing your 'why' - the deeper purpose behind your investment decisions. This clarity can shape the direction of your investment strategy and long-term financial goals. Dave shares valuable tips for those just starting their real estate journey, stressing the importance of patience, planning, and taking a long-term approach to wealth accumulation. Key Highlights: - Real Estate Investing & 1031 Exchange: A 1031 exchange allows investors to defer capital gains taxes when selling and buying investment properties, making it an essential tool for tax-efficient wealth building. - Qualified Intermediary: Dave Foster, as a qualified intermediary, plays a vital role in ensuring the legal and tax compliance of a 1031 exchange. - Tax Deferral & Wealth Building: Investors can defer taxes and reinvest in higher-value properties, allowing them to grow their portfolios more rapidly. - Timeframes & Rules: Success in a 1031 exchange hinges on adhering to strict deadlines, such as identifying a replacement property within 45 days and completing the transaction within 180 days. - Syndications & 1031 Exchange: The 1031 exchange can be applied to real estate syndications, but it requires careful planning and coordination with all parties involved. - Long-Term Investment Strategy: Patience, a clear 'why,' and a long-term mindset are critical to maximizing the potential of real estate investments and tax strategies. If you're interested in building wealth through real estate investing, this episode offers invaluable insights into how a 1031 exchange can help you defer taxes and grow your portfolio. Dave Foster's expertise makes complex concepts easy to understand, and his practical advice on real estate syndications and investment strategies will leave you equipped to take the next step in your investing journey.  Get in touch with Dave: Facebook: https://www.facebook.com/DaveFoster1031 LinkedIn: https://www.linkedin.com/in/davefoster1031/ Twitter: https://twitter.com/DaveFoster1031 Instagram: https://www.instagram.com/davefoster1031/ If you want to know more about Dr. Jason Balara and the Know your Why Podcast: ⁠⁠ https://linktr.ee/jasonbalara⁠⁠   Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license.⁠⁠ https://creativecommons.org/licenses/⁠⁠ Artist:⁠⁠ http://audionautix.com/

Leveraging Real Estate Empires to Build Gods KingdomI'm thrilled to bring you the latest episode of our podcast, where we dive deep into the world of real estate investment and 1031 exchanges. This time, I had the pleasure of speaking with Ed Fernandez, the President, CEO, and founder of 1031 Crowdfunding. Ed's journey and insights are nothing short of inspiring, and I'm excited to share the key takeaways with you.

In this episode of Passive Income Pilots, Tait and Ryan sit down with Casey Roloff, the visionary behind Seabrook, a seaside town in Washington. They explore how pilots and high-income professionals can strategically invest in real estate within Opportunity Zones while leveraging short-term rental tax loopholes and self-directed IRAs for significant tax benefits. Casey shares his inspiring journey from house painting to developing Seabrook, highlighting how investors can balance lifestyle with passive income opportunities. Discover how a well-placed seaside investment can create long-term value, financial gains, and personal enjoyment.Casey Roloff is the founder and developer of Seabrook, Washington, a master-planned seaside community. With no prior development experience, Casey started by building custom homes and eventually expanded his vision to develop Seabrook, now a thriving 700-acre coastal town. He specializes in combining walkable, community-focused design with real estate investment strategies, particularly within Opportunity Zones. Casey's unique approach offers investors a rare blend of lifestyle enhancement and financial growth, making him a leading figure in sustainable real estate development.Show notes:(0:00) Intro(1:04) Casey's journey to town developer(11:21) Lessons on perseverance and financing(13:37) Financials of owning in Seabrook(26:27) Opportunity Zones and tax benefits(31:14) Combining OZs and STR loopholes(43:34) Seabrook's future developments preview(49:55) How to learn more about Seabrook(50:30) OutroConnect with Casey:Seabrook Website: https://www.seabrookwa.com Seabrook Instagram: https://www.instagram.com/seabrookwaSeabrook Facebook: https://www.facebook.com/SeabrookWASeabrook YouTube: https://www.youtube.com/user/seabrookwa— You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com! https://passiveincomepilots.com/ Join our growing community on Facebook: https://www.facebook.com/groups/passivepilotsCheck us out on Instagram @PassiveIncomePilots: https://www.instagram.com/passiveincomepilots/Follow us on X @IncomePilots: https://twitter.com/IncomePilotsGet our updates on LinkedIn: https://www.linkedin.com/company/passive-income-pilots/Have questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!*Legal Disclaimer*The content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group. The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.

Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. This conversation discusses proactive strategies to sidestep common errors and secure a comfortable and stress-free retirement. The main themes include the importance of starting retirement planning early, avoiding debt and accurately budgeting, understanding the cost of living, prioritizing contributions to investments, and the benefits of tax deferral. The conversation also emphasizes the need for a comprehensive written plan for retirement and the role of a certified financial professional in guiding individuals towards a successful retirement. To connect with Tripp call 800-940-6979. Visit Limehouse Financial to learn more.See omnystudio.com/listener for privacy information.

Abe Ashton discusses the potential benefits of the Secure Act 2.0, which would increase the age for required minimum distributions (RMDs) from retirement accounts to 75. The main focus is on the advantages of delaying taxable income and allowing for more time to compound growth.   As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe's mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they've worked so hard for. To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.comSee omnystudio.com/listener for privacy information.

In this episode of the Money Mastery Unleashed podcast, certified financial advisor Adam Olson dives into the intricacies of tax deferral with special guest Luke Terhark, another advisor from Mutual of Omaha. This episode explores the benefits of cash balance plans, a powerful retirement tool for high-income earners and business owners. Luke, who is based in Des Moines, Iowa, shares his journey in the industry and highlights the effectiveness of cash balance plans in maximizing tax efficiency and retirement savings. They discuss how these plans, which combine elements of 401(k) and defined benefit plans, can significantly reduce tax liabilities while allowing substantial pre-tax contributions, sometimes exceeding six figures annually. They also dive into the strategic advantages of these plans for business owners, from retaining top talent to preparing for business transitions. Adam and Luke emphasize the importance of consulting with financial advisors and CPAs to tailor these plans effectively. They also outline potential drawbacks, such as the need for consistent revenue and careful investment management. If you're a business owner seeking to optimize your tax strategy and retirement planning, this episode is packed with invaluable insights and practical advice. "One of the more lucrative aspects of a cash balance plan is the ability to put away six figures plus, which is significant for high-income earners looking for tax-efficient savings." - Luke Terhark Key Takeaways: Overview of 401(k) and Defined Benefit Plans Cash Balance Plans Benefits of Cash Balance Plans for Business Owners and Employees Tax Planning and Future Strategies Learn more about Luke Terhark by visiting the following links: Facebook LinkedIn Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal.    Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions.  Any strategies discussed may not be suitable for everyone.  Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC.  Adam Olson, Representative.  Mutual of Omaha Investor Services is not affiliated with any entity listed herein.  This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties.  Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.

We've all heard the saying, “Don't put all your eggs into one basket,” which rings true for building your portfolio. The ideal portfolio consists of more than stocks and bonds – it includes Alternative Investments, like real estate, drilling funds, and value adds. In this episode of Absolute Trust Counsel, certified financial planner Miguel Delgado joins us for a third installment of our financial planning discussion to take a deep dive into this invaluable topic. Together, we'll discuss the benefits of Alternative Investments, the different types, how to qualify, and how you can get the most out of them. These strategies include qualified opportunity zones (QOZ), 1031 exchanges, and so much more. Don't miss out - tune in now!   Time-stamped Show Notes: 0:00 Introduction 1:33 We've all heard the saying, “Don't put all your eggs in one basket,” so to start us out, we're discussing asset diversification and what it truly means. 2:51 Having a diverse mix of stocks and bonds can lessen your risk to an extent, but at the end of the day, they all belong to the same asset class. That's why, in this segment, we explore Alternative Investments. 5:40 What makes alternative investments less volatile? They're not affected by the same risks as publicly traded markets, like stocks and bonds. 8:37 Not everyone qualifies for Alternative Investments. Here's what you need to know. 11:15 Why are Alternative Investments crucial for a portfolio? The number one reason is spreading out risk. 13:09 Press Play as we explore some Alternative Investments and their benefits, starting with drilling funds. 15:37 A Qualified Opportunity Zone (QOZ) investment allows you to defer taxes for an event where capital gain is triggered. 18:35 A QOZ investment and 1031 Exchange are similar but have key differences. Listen in for everything you need to know. 20:41 While QOZ investments and 1031 Exchanges can both be used on real estate assets, one could be preferred over the other, depending on the circumstance. Here's why. 22:47 Thank you, Miguel, for sharing your incredible insights with us!

In this episode, we uncover the secrets of tax-saving strategies with 1031 Exchange Expert Dave Foster. A degreed accountant and seasoned real estate investor, Dave is a Qualified Intermediary and consultant who has helped countless investors maximize their returns.Join us as Dave shares his extensive knowledge on 1031 exchanges, offering valuable insights and practical advice for deferring taxes and enhancing your investment strategy. Whether you're a seasoned investor or new to the game, this episode is packed with essential information to help you make the most of your real estate investments.Show Highlights:✅01:42 – Who is Dave?✅06:11 – Sailing experience✅13:17 – Qualified intermediary✅22:02 – Like kind exchange✅30:16 – Vacation rental✅36:13 – Final thoughts

Whether you've seen him online or heard great things through the real estate grapevine, my guest today needs no introduction to those in the know. With a lifelong passion for real estate and helping others maximize their wealth, We're thrilled to have on the podcast today the founder and CEO of 1031 Investor Dave Foster. This episode provides a great overview of 1031 exchanges for real estate investors. Dave Foster, the expert in this area, walks through the history and process. He shares how 1031 exchanges allowed him to live tax-free on a sailboat for a decade by deferring capital gains taxes. We appreciate Dave's focus on educating others about this powerful strategy. We discuss how 1031 exchanges stimulate the economy and incentivize real estate investments. Dave dispels myths that these are only for the wealthy - the average sale is under $400k. He emphasizes the importance of timing and using a qualified intermediary. Overall, this conversation highlights how 1031 exchanges can help investors maximize returns, defer taxes for generations, and retain wealth within families. It's a must-listen for any real estate professional seeking to legally minimize their tax burden. Things we discussed in this episode: Dave Foster's background and how he got into 1031 exchanges. The history and origins of 1031 exchanges in the tax code. How 1031 exchanges allow investors to defer capital gains taxes indefinitely. Dave's personal experience using 1031 exchanges to live tax-free on a sailboat. Challenges that can come up when doing a 1031 exchange. The role of a Qualified Intermediary in 1031 exchanges. Generational transfer of wealth through stepped-up basis with 1031 exchanges. When real estate investors should contact someone like Dave about a 1031 exchange. Dave's previous career as an NCAA volleyball coach. Dave's nomadic lifestyle and ability to work remotely. Get in touch with Dave: Website - https://www.the1031investor.com/ Facebook - https://www.facebook.com/the1031investor Youtube - https://www.youtube.com/c/The1031Investor #realestatepodcast #realestate #realestateinvestor #realestatelaw #realestateagent #1031exchanges #RealEstateInvesting #TaxStrategies #WealthPreservation #CapitalGains #TaxDeferral #QualifiedIntermediary #GenerationalWealth #RealEstateExperts Follow Us! Join Jason Muth of Prideaway Stays and Straightforward Short-Term Rentals and Real Estate Attorney / Broker Rory Gill for another episode of The Real Estate Law Podcast! Following and subscribing to The Real Estate Law Podcast 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. The Real Estate Law Podcast 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 This podcast and these show notes are not legal advice, but we hope you find both entertaining and informative. Hospitality.FM The Real Estate Law Podcast 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!

There are several aspects of tax deferral that can affect your retirement savings. Its a good thing to understand them before you cross retirement's threshhold.

Do you have a wonderful tenant who you would love to sell your house to, but you know the tenant does not have the down payment?  Even though they make great income, this tenant would likely not qualify for a first-time home loan.  As a landlord, is there a way the tenant can buy the home from you and defer some taxes?  There is a way!  Frank Rohde of Ownify joins me today and explains fractional home ownership for first-time home buyers, all while helping landlords defer paying some taxes.

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

Do you have clients living or working abroad who could save big on their taxes? In this episode, expat tax specialist Vincenzo Villamena outlines creative strategies US citizens overseas can use to legally reduce their tax burden. Learn how your expat clients can exclude $120,000 in foreign earned income, set up offshore corporate structures to cut their tax rate in half, eliminate 15% self-employment tax, and more.SponsorShareFile - https://earmarkcpe.promo/sharefileChapters(00:50) - Welcome Vincenzo to the Show (01:50) - Exploring Expat Taxation with Vincenzo Villamena (03:27) - Vincenzo's Journey from Corporate America to Entrepreneurship Outside of the US (09:53) - The Remote Work Revolution and Its Impact (12:36) - Navigating the Complex World of Expat Taxes (13:00) - Where are Most of Your Clients? (15:05) - Strategies for Expats to Optimize Taxes (24:10) - Understanding Corporate Structures and Tax Deferral (24:20) - The Good, the Bad, and the Planning of Tax Strategies (28:18) - What Work Do We Have to Do to Get These Benefits? (30:23) - Comprehensive Service Offerings: From Setup to Compliance (31:57) - How Do You Charge For Your Services? (33:12) - The Exponential Savings of Offshore Structuring (35:36) - Exploring the Vibrant Culture of Carnival in Brazil (37:22) - Building a Strong Remote Team Culture (41:57) - Leveraging Technology for Remote Collaboration (45:04) - A Day in the Life of an Expat Entrepreneur (50:38) - The Transformative Experience of Living Abroad (53:23) - Wrapping Up: Insights from an Expat Tax Expert Sign up to get free CPE for listening to this podcasthttps://earmarkcpe.comDownload the Earmark CPE App Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.appConnect with Our Guest, Vincenzo VillamenaWebsite: https://onlinetaxman.com/Website: https://globalexpatadvisors.com/LinkedIn: https://www.linkedin.com/company/online-taxman/Twitter: Guest TwitterFacebook: https://www.facebook.com/OnlineTaxman?mibextid=LQQJ4dInstagram: https://instagram.com/onlinetaxman?igshid=OGQ5ZDc2ODk2ZA%3D%3D&utm_source=qrConnect with Blake Oliver, CPALinkedIn: https://www.linkedin.com/in/blaketoliverTwitter: https://twitter.com/blaketoliver/

Few if any enjoy paying taxes. The tax benefits of real estate investing are one of the differentiators between our asset class and others like stocks and bonds. Join Pat for a discussion of tax deferral strategies available to multifamily real estate investors - and how some may qualify for tax avoidance.

Get ready to unlock the secrets of success in real estate as we bring you an all-encompassing conversation with Robert Chiang, a seasoned real estate expert from San Francisco. Brace yourself for a deep dive into Robert's thrilling journey that spans from commercial real estate to house flipping and becoming a licensed general contractor. Our candid chat uncovers the stark differences between residential and commercial real estate, the magnified nature of the commercial side, and the myths that surround it. We also emphasize the power of persistence in overcoming the challenges of sales in this ever-dynamic market.We're pulling back the curtains on the intricate world of commercial real estate investing, with a detailed exploration of strategies for buying and selling apartment buildings. Expect to learn about the importance of building relationships with officials like building inspectors and the nitty-gritty of the grading system used in California. The challenges faced by newcomers in the commercial real estate market aren't ignored, and our discussion about the crucial role of the 1031 tax deferral strategy will leave you equipped for success in your real estate endeavors.As we round off, we dissect the current real estate market trends in San Francisco and San Jose. You'll learn about the increasing value of suburbs over the city, the impact of crime on these trends, and the importance of readiness for any market conditions. We reveal our strategies for finding lucrative off-market deals and emphasize the significance of nurturing relationships in the industry. Remember, securing the best deal should always be a priority! So, buckle up and prepare to gain invaluable insights from seasoned professionals, and arm yourself with the tools you need to successfully navigate the real estate market.Website:www.PassiveWealthCoaching.com Book on Amazon:https://a.co/d/9lOeQKVChapter Timestamps(00:03) - The Commercial Real Estate Journey(08:09) - Commercial Real Estate and Building Inspections(18:32) - Real Estate Market Trends and Strategies(32:01) - Real Estate Challenges and Successes(44:49) - Tips for Success in Real EstateHighlight Timestamps(04:39 - 06:12) Residential vs Commercial Real Estate Sales (94 Seconds)(14:23 - 15:29) Real Estate Investments (67 Seconds)(24:27 - 25:57) Network With Power Brokers in Real Estate (90 Seconds)(31:53 - 33:10) Local Investments and Property Management (78 Seconds)(38:56 - 40:06) Landlord Frustrations and Challenges (70 Seconds)(48:24 - 49:30) Learning Construction Skills and Tools (66 Seconds)Real Estate, Commercial, Investing, San Francisco, San Jose, Apartment Buildings, Building Inspections, 1031 Tax Deferral, Market Trends, Strategies, Success, Challenges, Mentor, Coaching, Passive Wealth, Amazon, Audiobook, Social Media, Speaking Engagements

We've never met a contractor who liked paying taxes, but there's a difference between tax avoidance and tax deferral. This week, let's talk about some strategies to legally defer your taxes without creating bigger problems down the road for your business. Topics we cover in this episode include:What tax deferral really meansThe four main tax methods and how tax deferral works with eachStrategies that involve delayed billing or paying expenses at year-endCommon pitfalls that contractors encounter when trying to avoid taxesLINKSVisit the episode page at https://CarpenterCPAs.com/defer for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

We've never met a contractor who liked paying taxes, but there's a difference between tax avoidance and tax deferral. This week, let's talk about some strategies to legally defer your taxes without creating bigger problems down the road for your business. Topics we cover in this episode include:What tax deferral really meansThe four main tax methods and how tax deferral works with eachStrategies that involve delayed billing or paying expenses at year-endCommon pitfalls that contractors encounter when trying to avoid taxesLINKSVisit the episode page at https://CarpenterCPAs.com/defer for more details and a transcript of the show.Find all episodes and related links at ContractorSuccessForum.com.Join the conversation on our LinkedIn page: https://www.linkedin.com/company/CarpenterCPAs FIND US ONLINEWade Carpenter, CPA, CGMA | CarpenterCPAs.comStephen Brown, Bonding Expert | SuretyAnswers.com

In this episode, we'll dive into the Augusta Rule, which allows you to rent out your vacation property for up to two weeks without paying taxes on the rental income. Learn how to take advantage of this rule to boost your earnings while enjoying your own vacation home. Tune in now to take your financial journey to new heights! Episode Highlights: What is Tax Deferral vs Tax Avoidance? How does the Augusta Rule work? How to rent out a Vacation Property! LINKS: Profit & Loss Template Save Taxes: Free Consultation  Follow me: https://www.instagram.com/thepatdarby #tax #savings #wealth

On this episode of REI Mastermind Network, host Jack Hoss welcomes Brett Swarts, an expert in investments, taxes, and legal matters. They discuss the importance of trusting experts and due diligence when making investment decisions. Brett shares a personal story about trusting a physician and emphasizes the need to seek multiple opinions. They debunk the myth of the deferred sales trust being a scam and discuss its benefits in real estate deals and cryptocurrency investments. They also talk about their upcoming book, "Building a Tax Per Exit Strategy," which features contributors discussing how to create and preserve wealth using the deferred sales trust. Listeners will learn how the deferred sales trust works, its fees, and how to structure assets for tax deferral. Don't miss this episode full of tips and advice on maximizing your wealth through smart tax planning.

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02For full show notes visit: https://sfgway.com/274 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. The 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. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com 2023 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

Concerned about taxes in the future? Taxes are a huge eroder of wealth. While you do not have control over tax rates, you can strategically position yourself to maintain control of as much of your money as possible. Taxes are at a historic low, so it is time to learn how to pay less tax legally. https://www.youtube.com/watch?v=SB4IoCq9Y-8 So, if you want to find out how to protect your wealth from likely tax rate hikes and minimize your tax rate ... tune in now! *Disclaimer: This is not tax advice. Table of contentsTaxes Are Paid on the MarginReducing Your Taxable IncomeActive Tax PlanningWhat is Tax Deferral?Are There Tax “Loopholes”? Book A Strategy Call Taxes Are Paid on the Margin A common misconception about taxation is that your tax bracket is the percentage of tax you pay for your entire ordinary income. In reality, everyone is taxed the same way, on the same dollars. Income is taxed on the margin. So for married couples, everyone's first $20,550 is taxed the same exact way, at 10%. The next margin is taxed at 12%. So everyone's income from $20,551 to $83,000 is taxed at 12%. Any income you make past $83k is taxed at the next bracket, which is 22%. The highest bracket is 37%.  You may be able to reduce your taxable income through deductions, and that comes off the top. So if you make $100,000 in a year, only 10,550 of those dollars are being taxed at 22%. If you can reduce your taxable income by $10,000 then only $550 gets taxed at 22%.  In other words, just because you're in the 22% tax bracket does not mean that 22% of your income is going to taxes. It represents which margin you're in. This also means that everyone is being taxed the same on the same dollars. If you reduce your taxable income, you're not being taxed unfairly because you're still being taxed in the same way as everyone else.  Source: Truth Concepts It's also important to note that the above pertains to ordinary income, which is W-2 income and many investments. Capital gains—income from the sale of investments—have a different tax structure. Reducing Your Taxable Income [7:13] “Your taxable income is all your [ordinary income], minus your deductions, which is either because you itemize… or the standard deduction. And then if you own a business, you also get what's called a qualified business deduction. And then you come up with the taxable income after that.”  The standard deduction is $12,950 if you're single, and $25,900 if you're married and filing jointly. If your own a business it is worth itemizing your expenses and seeing if they exceed the standard deduction, to get the most benefit with your taxable income. It's also wise to be mindful of how you access different accounts that you own. Many people love their tax-deferred 401k because they can defer paying taxes on their contributions. They see this as a tax credit when really it just means you don't have to pay taxes yet. But if you need access to those dollars, you can bet you'll be paying income tax. That's why it's powerful to have other sources of liquid cash that won't increase your taxable income. A policy loan from your whole life insurance or a Roth IRA, for example. Active Tax Planning By 2026, the tax brackets will shift in a way that may necessitate some active tax planning. This means working with your trusted tax advisor to come up with a plan. The reason is that in 2026, the 22% margin will return to 25%. The top threshold of the margin is also decreasing from $178,000 to $153,000. What this means is that if your income is around $153,000 to $178,000, you could make less money in 2026 and still be in a higher tax bracket. This also means that any money you make from $83,550 to $153,000 will be taxed at 25% instead of 22%.  If you are close to that upper threshold, work with a trusted tax advisor to reduce your taxable income. And if you have tax-deferred assets, you think you'll want to access or liquidate; doing i...

It can be scary to get in on the world of real estate and not know what to capitalize on and invest in. The potential taxes you might have to pay unknowingly and the potential diminishing returns can be terrifying to think about! That's why on this week's episode of Exit Strategies Radio Show is guest: Dave Foster! Nationwide Qualified Intermediary and expert in 1031 Exchanges. Dave Foster tells his story of how he knew about 1031 exchanges and how he got into the business of using tax dollars for your own benefit! Join us in this week's episode as we dive deeper into the workings of how the business savvy use this underrated provision and turn it into a success! Learn how to permanently defer paying your taxes and avoid paying them altogether. What You'll Learn From This Episode: The Dave Foster story that got him into the business What 1031 exchanges and how can they help Utilizing 121 Homestead Exemption with 1031 exchanges Preparing for the retirement phase through 1031 exchanges Why don't you try and learn more about learning how to utilize 1031 exchanges by Connecting with DAVE@: Website: the1031investor.com Dave's LinkedIn: https://www.linkedin.com/in/davefoster1031/ Connect with Corwyn @: Contact Number: 843-619-3005 Instagram: https://www.instagram.com/exitstrategiesradioshow/ FB Page: https://www.facebook.com/exitstrategiessc/ Youtube: https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA Website: https://www.exitstrategiesradioshow.com Linkedin: https://www.linkedin.com/in/cmelette/ Email @: corwyn@corwynmelette.com --- Support this podcast: https://anchor.fm/corwyn-j-melette/support

This knowledge will set you apart in the marketplace, helping you get more high-net-worth clients, better serve your existing clients, and demonstrate real value to your Upstream Partners.Brett's expertise and our conversation will include:--Transformational Exit Planning Vs. Transactional Exit Planning --How to sell Cryptocurrency all tax deferred and invest in commercial real estate--How to eliminate the need for a 1031 exchange  --What are the benefits of a Deferred Sales Trust (DST) and buying real estate through the DST vs 1031 exchange? --How to attract high net worth partners by unlocking their highly appreciated assets to invest into a CRE syndication with you.Links:Full episode with video, audio, timestamps and full transcription—Explore past episodes: thinkbiggerre.com/podcast/Download The Ultimate Guide to 10X Your Referrals: guide.thinkbiggerRE.com/10xReferralsIf you enjoy the podcast, please leave us a short review on Apple Podcasts.  I love reading reviews and engaging with our community.Follow Justin:Instagram: instagram.com/justinstoddartFacebook: facebook.com/justincstoddartYouTube: YouTube.com/c/@ThinkBiggerRERateThisPodcast.com/thinkbigger

Have you ever heard of a solo 401k? When does it make sense to use one? Are there any times when you shouldn't use it? Chris Miles welcomes this episode's guest to help us strategize where you can place your money. Today, Daniel Blue, Owner of Quest Education, reveals the good, the bad, and the ugly about how solo 401ks work. Daniel also taps into the myths people have about 401k. Learn more now!

We've experienced a lot of market volatility this year and a tremendous rise in interest rates, and people are looking for ways for their dollar to grow to combat inflation. As people explore options for diversifying their portfolio, annuities are becoming a part of that conversation more and more.  In this episode, Laura Stover, RFC® and Darlene Tucker, CFP® will discuss the pros and cons for Fixed Index Annuities (FIA) and use a recent article by David Blanchett to do that. The FIA is a means by which an individual can participate in the gains in the market when it's going up without actually taking any market risk. And when bond yields are low, the caps on FIAs are going to be relatively low as well. But now that those caps have risen to a level that can provide a nice rate of return, more people are exploring FIAs for income. If you want to know how an annuity might fit into your income plan, join us to learn more about FIAs and the reasons why they can provide downside protection, capture some upside potential, and even provide tax deferral as we approach the end of the year.  Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/ Rate, Review and Subscribe to the Podcast: https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188 How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/   Timestamps (show notes): 2:20 – Background on our discussion today 6:05 – What is a Fixed Index Annuity 9:20 – The demand for FIAs increasing 13:33 – Properly allocating funds to annuities 20:53 – How a fiduciary will help you through this decision 24:30 – Tax deferral to end the year

Tax Deferral and Risk Management for your Company with Ed Bryan It is not often that I get to dive into a topic that is totally foreign to me when we start the podcast. Usually, I have heard something about the topic and have a little knowledge. The 831(b) plan was a new thing – and Ed Bryan joins me to help us understand this tax deferral and risk management opportunity. Topics Mentioned: Insurance Tax deferral Risk management Plan Key Thoughts:   It's like traditional insurance. But what you're doing is building up this money, we always say with the 831B plans, they're not worth anything when we set them up. There are no funds, and there are no assets in there initially, but after two, three, four, or five years, these things have the potential to be worth millions of dollars. Ed Bryan (15:42)    I think that would be important to know how you are taxed in order to determine how much you're trying to put into an 831B plan, whether you're really trying to use it for long-term savings in some ways, or if you're really using it to mitigate risk. Michele (27:22)    We've seen a significant upswing in the last three to five years in business owners looking for real cybersecurity insurance that covers things like phishing, social engineering, and those types of things. And we're seeing a lot of pressure there, because unfortunately, people that are attacking, especially those, those hackers and cybersecurity criminals, they know that small to midsize business doesn't necessarily have the awareness in the cybersecurity that a fortune 500 company does. Ed Bryan (31:55)    Even in my coaching and consulting practice I work with my clients, I'm talking to their accountants with them, I'm talking to their bookkeepers, their financial analysts like we're working together, because everybody has a piece of the puzzle. Michele (35:47)     Contact Michele: Email: Team@ScarletThreadConsulting.com Facebook: Scarlet Thread Consulting Instagram: @ScarletThreadATL Instagram: @MetriqueSolutions Website: ScarletThreadConsulting.com Website: MetriqueSolutions.com LinkedIn: Michele Williams Contact Ed: Website: 831b.com Instagram: @SRA_831b Facebook: SRA831b LinkedIn Ed: Edward Bryan LinkedIn SRA: SRA 831(b) YouTube: SRA 831(b) Vimeo: 831(b) References and Resources: MetriqueSolutions.com Work with Me

Swap Till You Drop! E16 Selling an investment property could mean paying huge taxes… unless you know a Certified Exchange Specialist. And Carla does! In this episode of Smashing, Carla dives into the details of the 1031 exchange process which allows capital gains taxes to be deferred–if you follow the rules. Think a conversation about […] The post Swap Till You Drop! E16 appeared first on Business RadioX ®.

Swap Till You Drop! E16 Selling an investment property could mean paying huge taxes… unless you know a Certified Exchange Specialist. And Carla does! In this episode of Smashing, Carla dives into the details of the 1031 exchange process which allows capital gains taxes to be deferred–if you follow the rules. Think a conversation about […] The post Swap Till You Drop! E16 appeared first on Business RadioX ®.

Basics of Tax Deferral, IRS Rules and More. The hosts for this show are Will Tanaka and Leonie Lam. The guest is Julie Bratton. Hosts Will Tanaka and Leonie Lam welcome special guest, Julie Bratton, to Inside Hawaii Real Estate. Julie is the Vice President and Regional Manager of Old Republic Exchange Company. Julie has been the leader in handling and supervising 1031 Exchanges and has been in the real estate industry for 28 years in Hawaii. In this episode, Will and Leonie discuss the basics of a 1031 Exchange and do a deep dive into the intricacies of deferrals of capital gains taxes and the 1031 Exchange process with our expert, Julie. The ThinkTech YouTube Playlist for this show is https://www.youtube.com/playlist?list=PLQpkwcNJny6mlvN1UofaZUZfmcdpoeEKa Please visit our ThinkTech website at https://thinktechhawaii.com and see our Think Tech Advisories at https://thinktechadvisories.blogspot.com.

 How reverse 1031 exchange worksWhat is the timing on 1031 exchangeThe ins and outs of 1031 exchangeHow the ‘Lazy 1031' a powerful tax strategy Reverse exchange vs. regular 1031 exchange  The Life & Money Show Spotlight:Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now? Life & Money in the World: What's the one thing you're doing right now to make the world a better place? RESOURCES/LINKS MENTIONEDWhatever Happened to Penny Candy by Richard J. Maybury | Paperback The Clipper Ship Strategy by Richard J. Maybury | Paperback ABOUT DAVE FOSTER Dave Foster is a true veteran in the real estate investment world. He first ventured into real estate investing as a way of chucking his 9 to 5 job and allowing himself the freedom to travel and live his life without corporate obligations. Passive real estate income has allowed him to explore and adventure, without the need for full-time, hands-on management. Though he made a decent profit, he was frustrated by government taxing and only retaining limited gain. However, through using 1031 exchange or through moving into his real estate investments, he was able to maximize profits and build his real estate empire across four sites without paying a penny in capital gains tax.   CONNECT WITH DAVEWebsite: The 1031 Investor CONNECT WITH US To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook. To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club. Be sure to also grab your free copy of the Investing For Good book (just pay S&H)-- Thanks for listening, and until next time, keep investing for good!

In this episode of Your Life Simplified, Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, discuss the ins and out of tax-loss harvesting. Topics discussed include the selling of a security, capital gains brackets and tax deferrals.

Jason Hale, vice chair of Alberta Beef producers and ranches near Bassano, Alberta

Real estate investors often use a 1031 exchange to defer taxes. However, a direct 1031 exchange is not possible if you want to transfer your real estate investment into publicly traded REIT shares. In this episode, Sean Clark, Director of Financial Planning, and Mark Kenny, Advanced Planner, discuss alternative tax deferral strategies using UPREITs and … Continue reading Effective Tax Deferral Strategies for Real Estate Investors With Mark Kenny (Ep. 59) →

Segment 1: Ilyce Glink, owner of Think Glink Media and Best Money Moves, joins John to talk about the ways you can save for a down payment on a house, how pessimistic people are about buying a house, and the nation’s top ten consumer complaints according to the Consumer Federation of America Segment 2: Hannah Towey, Business News Reporter, Insider, tells […]

There are many aspects of a business's ability to thrive that are predictable.   Just as in life, businesses can be negatively impacted by things that can't be predicted and even preventive.    There are legal documents like Buy-Sell Agreements, and insurance products like Key Man Insurance, and technology protocols like continuity and redundancy services. The 831(b) is little known tool that businesses can use to 'self-insure' with pre-tax dollars. Much like the 401(k) tax code allows an employer to set aside tax-deferred dollars for retirement, the 831(b) tax code allows a business to set aside tax-deferred dollars for underinsured and/or uninsured risks. The similarities are clear and business owners should consider the risk mitigation advantages, before the next pandemic, natural disaster, or global supply crisis. Ed Bryan of SRA 831(b) Admin joins Karen to discuss this critical, and little known, element of the tax codes that benefit businesses, large and small.    Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development, Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. http://831b.com Karen Rands advises angel investors on best practices for screening deals, conducting due diligence & creating a syndication to fully fund the company's round, when selecting private companies to invest in for large upside potential.   Entrepreneur business owners benefit from Karen's insights for growth strategies and access to capital through direct public offerings & investor syndication.  Visit http://karenrands.co for more information and get in touch with Karen

BRT Rebalance w/ Barry Ritholtz: Best of Investing 2022 - BRT S03 EP29 (128) 7-3-2022   Things We Learned This Week Masters of Business Podcast Qs - Who are your mentors? Philosophy? What books are you reading? Advice to graduates?  What do you wish you knew 30 years ago? Three Keys to Being an Investor: Process, Behavior, Humility Recession Signs to look For – States Expanding or Detracting, Sahm Rule on unemployment uptick, Yield Curve – is it inverted?     Guest: Barry Ritholtz ABOUT BARRY RITHOLTZ & MASTERS IN BUSINESS Bloomberg Opinion columnist Barry Ritholtz looks at the people and ideas that shape markets, investing and business. Barry Ritholtz has spent his career helping people spot their own investment errors and to learn how to better manage their own financial behaviors. He is the creator of The Big Picture, often ranked as the number one financial blog to follow by The Wall Street Journal, New York Times, and others. Barry is the creator and host of Bloomberg's Masters in Business radio podcast, and a featured columnist at the Washington Post. He is the author of Bailout Nation: How Greed and Easy Money Corrupted Wall Street and Shook the World Economy (Wiley, 2009). In addition to serving as Chairman and Chief Investment Officer of Ritholtz Wealth Management, he is also on the advisory boards of Riskalyze, and Peer Street, two leading financial technology startups bringing transparency and analytics to the investment business. Barry has named one of the "15 Most Important Economic Journalists" in the United States, and has been called one of The 25 Most Dangerous People in Financial Media. When not working, he can be found with his wife and their two dogs on the north shore of Long Island. https://www.bloomberg.com/podcasts/series/master-in-business https://ritholtzwealth.com/   NOTES: Masters of Business podcast inspiration – On a plane watching finance news, interview of reclusive Hedge Fund Manager. Who are your mentors? Philosophy? What books are you reading?  Advice to graduates?  What do you wish you knew 30 years ago? Three key things Process – ability to distinguish between skill and luck. Like in sports at high levels in investment industry – differences are minimal. ARK Cathy Wood in 2020. Behavior – how to manage and stay calm, control limbic system, work through bad market. Humility – acknowledge serendipity and luck in life, could have worked differently. Gates not the first to be offered IBM deal. Other tech entrepreneurs visited Xerox Parq Jobs master of design, even on back of machine where no one looks. Inflation Hawks screaming for 15 years, finally right Three signs of Recession – good indicators: States – amount in expansion or contraction . Number of states growing or declining - % all 50 expanding. Philly Federal – State Coincident Indexes (get ink) hard to have recession when all states doing well. Sahm Rule – unemployment uptick .75 basis points in three month period from prior lows, unemployment mid 2022 is good.                FRED – St. Louis Fed monitors indicator (get ink) Yield Curve – is it inverted? How long, how deep, careful for false positive data. Bonds interest rates long term higher than short term bonds, inverted when S/T rates higher than L/T.                Six months is forever in economy, recession looks unlikely. 2023 – all bets off.                Never know what disruption can occur, like Russia invading Ukraine.     Outlook for the Knicks to make the Playoffs? Knicks will be good when they get new ownership who invests in the product. Need good quantitative analysis like how they acquired players in the heyday of the 1990s. Look at the turnaround of the NY Mets with Steve Cohen buying the team recently.   Best of Investing 2022 Seg. 2 of BRT S03 EP03 (102) 1-16-2022 – BRT - Retirement & Income Planning from SEP IRA, 401K, to Roth IRA + Tax Brackets to Buckets Retirement & Income Planning Qualified Plans: ie - 401K & Roth IRA SEP IRA for business owners, can defer 25% of income if setup correctly Tax Brackets - tiered system of 10%, then 12%, 22% up to 35% - with more income, pushed into higher bracket and you pay more Tax Buckets (3) - Taxed (W2 income), Tax Deferred (401K, IRA), Tax Free (Roth IRA, Life Insurance)   Denver Nowicz, President - Wealth For Life http://wealthforlife.net/ https://twitter.com/denvernowicz  Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He takes us through different strategies for clients to get the best allocations for their money over the long term. It is the Combo Strategy of both Offense and Defense, the synergy of the mix, not ‘All or Nothing'.   FULL SHOW: HERE More Info on WFL and Tax Free Matching: HERE   Wealth For Life Topic: https://brt-show.libsyn.com/category/Wealth+For+Life   Link to Taxes Show on 10/31/2021 w/ Denver: Here   https://brt-show.libsyn.com/category/Wealth+For+Life+   Seg. 2 of BRT S03 EP07 (106) 2-13-2022 – The Science of Hitting (TSOH) & Investing w/ Alex Morris FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep07-106-2-13-2022-the-science-of-hitting-tsoh-investing-w-alex-morris The Science of Hitting (TSOH) comes from the Ted Williams baseball book on batting and strike zone observations: ie – he tracked his average in each zone of the batter box, and had a higher average when he swung at pitches in a certain zone TSOH Investment Philosophy is Value Investing, classic Graham / Buffet style – buy high quality co's w/ good mgmt, L/T trends, and a Moat - Buffet quote: Investing is a game with no called strikes…can just wait for your pitch Long Term Investment Horizon – looking 5 to even 10 years out, for earnings and sales growth Key Value Drivers for a stock - Earnings Growth & quality of earnings, Price & Sale increases, ‘volume growth' P/E Type Metrics & GAAP Accounting is helpful but may not be useful with R&D, future sales, and volume growth. Example: Netflix – analyze cash expenditures vs. financials which have improved , what are the L/T – trends   Guest: Alex Morris, TSOH Investment Research Blog - https://thescienceofhitting.com/p/my-investment-philosophy LKIN - https://www.linkedin.com/in/alex-morris-cfa-47b87027/ Twitter - https://twitter.com/TSOH_Investing Alex Morris, CFA publishes equities research through the TSOH Investment Research Service on Substack. He has written investment related articles on Gurufocus and worked in the finance industry (RIA's) for the past 10+ years. He is a CFA® charterholder and graduated with my MBA from the University of Florida in April 2015. Prior to starting his TSOH service, he spent ten years as an Equity Analysts at financial firms.     Seg. 2 of BRT S03 EP17 (116) 4-24-2022 – Money for the Rest of Us w/ David Stein FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep17-115-4-24-2022-money-for-the-rest-of-us-w-david-stein Investment vs. Speculation vs. Gambling: You must understand the difference and recognize which camp the product you're considering is in The three drivers of asset class performance: These all relate to cash and earnings,  cash flow, cash flow growth and change in valuation, and how each impacts the future price of an asset class The Efficient Market Hypothesis vs Adaptive Market Hypothesis: which combines behavioral finance w/ EMH Wayfinding: An alternative to traditional rebalancing of asset allocation - use current market conditions to help evaluate where you should increase / decrease your exposure, depending on how the asset is doing currently Modern Portfolio Theory vs. The Asset Garden Approach when adjusting asset allocation, focused on diversification between return drivers - Like landscaping, there are rules of thumb, but there's freedom to create and build the portfolio. And it's much easier to make changes.   Guest: David Stein, Money for the Rest of Us https://www.linkedin.com/in/jdstein/ https://moneyfortherestofus.com/ https://moneyfortherestofus.com/about/ Book: https://moneyfortherestofus.com/how-to-invest-book/   David Stein's Bio: David helps individuals become better and more confident investors through his writing, audio, and video. He hosts the personal finance podcast Money For the Rest of Us. The show reaches more than 40,000 listeners per episode and has over 10 million downloads. The podcast has received mention from The New York Times, Forbes, The Chicago Tribune, and the U.S. News and World Report.  David also provides investment insights and model portfolios to 1,000 members of the Money For the Rest of Us Plus community.   David Stein author of Money for the Rest of Us 10 Questions to Master Successful Investing Prior to launching the podcast, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $33 billion investment advisory firm.      Seg. 2 of 4/3/2022 – Options vs Stocks & Trading vs Investing w Tom Sosnoff of tastytrade FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep14-113-4-3-2022-options-vs-stocks-trading-vs-investing-w-tom-sosnoff-of-tastytrade Implied Volatility & Time Decay – options begins with volatility, on a clock so Mechanics (forget mind set) on how to setup a trade is key tastytrade is a media network based on Math (Probability & Statistics - Look at the Math), trading & focus on markets  Limited Profitability & Unlimited Risk when you Sell Puts w/ 80% chance of success - Be a Seller of Options – let Market beat you, slight edge Trade Small, Trade Often - Law of Large Numbers w/ 45 DTE Strike Price of 1 SD – Exit or Roll at 21 DTE Options Trading Teaches Life Lessons – Important to: take risks, learn to take risks, make quick decisions, be decisive about those decisions.   Guest: Tom Sosnoff of tastytrade https://www.tastytrade.com/ https://twitter.com/tastytrade   Tom Sosnoff, founder and co-CEO of tastytrade Tom Sosnoff is an online brokerage innovator and financial educator. Tom is a serial entrepreneur who co-founded thinkorswim in 1999, tastytrade in 2011, tastyworks in 2017, helped to launch the award- winning Luckbox Magazine in 2019, and in 2020 he created the first new futures exchange in 20 years, The Small Exchange. Leveraging over 20 years of experience as a CBOE market maker, Tom is driven by the passion to educate self-directed investors. A true visionary, after his years on the floor he saw the need to build and design superior software platforms and brokerage firms that specialized in complex financial strategies.       Seg.2 of BRT S03 EP22 (122) 5-29-2022 – The One Thing w/ Jay Papasan of Keller Williams Realty   FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep22-122-5-29-2022-the-one-thing-w-jay-papasan-of-keller-williams-realty   The One Thing – Power of Focus, Find your 1 thing - Live Purposefully & be Accountable Dominos - Priority in Latin = First, what is your first Domino? knock it down and all others lined up will fall Time Block - Focus Time the first few hours of each day, 'Battleground' - fight to block out this time Success has a Roadmap – it leaves clues, Modeling & Develop Habits in Life, Bus & Real Estate Investing Productivity Thieves - Learn to Say No, pick tasks carefully, Multitasking is a Waste of Time   Guest: Jay Papsan, VP of Keller Williams Realty https://the1thing.com/ https://www.jaypapasan.com/ https://www.linkedin.com/in/jaypapasan/ https://twitter.com/jaypapasan https://kw.com/   Jay Papasan is a bestselling author and serves as vice president and executive editor at Keller Williams Realty Inc, the world's largest real estate company. He is also co-owner and co-founder of several successful businesses, including Keller INK, Keller Capital, and, alongside his wife Wendy, Papasan Properties Group in Austin, Texas. When Jay first moved to Austin, he joined Keller Williams Realty Inc, and soon began working directly with the founder, Gary Keller. In 2003, he co-authored The Millionaire Real Estate Agent alongside Gary Keller and Dave Jenks.        Clips from BRT S03 EP11 (110) 3-13-2022 – 401K – Turns Spenders into Savers w/ Jean Smart of Penelope & Ted Benna ‘Father of the 401K'   FULL SHOW: HERE https://brt-show.libsyn.com/brt-s03-ep11-110-3-13-2022-401k-turns-spenders-into-savers-w-jean-smart-of-penelope-ted-benna-father-of-the-401k    401K turns Spenders into Savers 401K provides Tax Deferral now, lowers Taxable Income Penelope serves Microbiz, business of 5 – 50 employees who are underserved by major financial institutions Simplify choices, and streamline the 401K process, reduce fees so all size business can participate Ted Benna – Father of the 401K, 401K may not be appropriate to all people or business, choose 401K or IRA based on needs & size of business     Guests: Jean Smart, Founder of Penelope https://www.penelope.co/ https://www.linkedin.com/company/penelopeco Jean Smart is the Founder/CEO. She has overseen the building of a cloud based recordkeeping system from scratch and they have begun to take on clients. I have helped them shape what they are offering using what I have learned working with small businesses. Their goal is to help micro female and minority owned businesses pick the right plan - not just a plan.       Guests: Ted Benna, Benna 401K http://benna401k.com     Ted Benna, Father of the 401K, has worked in pension and retirement benefits industry for 60 years, and literally wrote the book on the 401K. He was a pioneer in the early 80s in designing the early 401K Plans, and then getting them approved by the IRS to be the model still used today.   Books:  401K Forty Years Later (2018) – history of the 401K 401K & IRA for Dummies Updated Version (2021)     Ted Benna 1st appearance on BRT Podcast in 8/2021 Topic: Ted Benna, the Father of the 401k Covers It All, History, pensions, Fees & More Full Show: HERE       ‘Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement More 'Best of Investing': Here     Thanks for Listening. Please Subscribe to the BRT Podcast.      Business Roundtable with Matt Battaglia The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.  Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…  BRT Podcast Home Page: https://brt-show.libsyn.com/ ‘Best Of' BRT Podcast: Click Here BRT Podcast on Google: Click Here BRT Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/podcast-brt-home/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

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Today will be an exciting episode as we'll talk about an investment strategy that most people in real estate don't discuss - the opportunity zone. Join our guest Ashley Tison, opening our eyes to the real benefits and everything we need to know about this subject. So dive in and learn something completely different from this show!Key Takeaways To Listen ForOpportunity zones: What are they, how it works, its principle and conceptHow to identify if a community or a place is an opportunity zoneWays to take advantage of opportunity zones and challenges of setting its fundThe biggest nuance you need to know in terms of opportunity zonesGreat advice on avoiding mistakes when utilizing opportunity zone strategiesInsights and updates on legislation and rules involving opportunity zonesResources Mentioned In This EpisodeOpportunity Zones MapFree Apartment Syndication Due Diligence Checklist for Passive Investor About Ashley TisonAshley Tison is an Opportunity Zone Sherpa - an attorney and entrepreneur focused on helping real estate investors reduce their tax liability. As co-founder of OZPros.com, he has built a team that is uniquely positioned to handle the real estate, tax, acquisition, and securities nuances that are inherent in opportunity zone deals.    He is passionate about helping ALL business owners, big or small be able to harness the value of Opportunity Zones. He has become a highly sought-after expert in the Opportunity Zones space nationally and brings perspective as an entrepreneur, investor, and consultant.Connect with AshleyWebsite: OZPros.comFacebook: OZProsLinkedIn: OZProsYouTube: OZProsTo Connect With UsPlease visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!SponsorsGrow Your Show, LLCThinking About Creating and Growing Your Own Podcast But Not Sure Where To Start?Visit GrowYourShow.com and Schedule a call with Adam A. Adams.

Our guest on the podcast today is David Lau, founder and CEO of DPL Financial Partners, which develops and distributes low-cost, commission-free insurance and annuity products. In addition, DPL Financial Partners provides tools and educational resources for registered investment advisors and individual investors. Prior to founding DPL, David was chief operating officer of Jefferson National and before that he was principal and co-founder of the Oysterhouse Group, a management consulting firm. He also served as chief marketing officer of E-Trade Bank and its predecessor TeleBank. David received his bachelor's degree in economics from the College of William and Mary. BackgroundBioDPL Financial PartnersAnnuitiesAnnuities—Product OverviewYour Guide to Annuities “Kerry Pechter: How Annuities Fit Into the Retirement Income Puzzle,” The Long View podcast, morningstar.com, May 4, 2021.“DPL Financial RIA Survey Shows Continued Uptick in Annuity Usage,” insurancenewsnet.com, Sept. 30, 2021.“Another Reason Advisors Are Warming to Annuities,” by Bernice Napach, thinkadvisor.com, Sept. 30, 2021.“Talk Your Book: Rethinking the 4% Rule,” Podcast With Wade Pfau and David Lau, dplfp.com, May 2, 2022.“DPL Financial Partners Launches Commission-Free MYGA Marketplace for RIAs,” businesswire.com, Dec. 2, 2021.MYGA Marketplace“A Day at DPL With Wade Pfau | How to Use a Fixed Index Annuity,” by Wade Pfau, dplfp.com, Feb. 3, 2020.“Too Much ‘Hocus Pocus,' ” by Kerry Pechter, retirementincomejournal.com, June 4, 2021.Taxes and Asset Location“The Tax-Efficient Frontier: Improving the Efficient Frontier With the Power of Tax Deferral,” by David Lau, dplfp.com, Sept. 8, 2021.“David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session,” by John Sullivan, thinkadvisor.com, May 19, 2011.Other“Long-Term Care a Big Question in Pandemic,” by Emile Hellez, investmentnews.com, July 2, 2020.

Should you pay your taxes up-front or is it better to use a tax deferral? In this podcast I cover some of the common questions asked by people when it comes to taxes.  #BetterWealth  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)  Free 15 Minute Clarity Call: https://bttr.ly/ytclarity (https://bttr.ly/ytclarity)  The And Asset Book: https://bttr.ly/book (https://bttr.ly/book)  BetterWealth Quiz:  https://bttr.ly/quiz (https://bttr.ly/quiz)  AndAsset.com:  https://bttr.ly/andasset (https://bttr.ly/andasset)  BetterWealth Youtube - https://bttr.ly/bwyoutube (https://bttr.ly/bwyoutube)  Financial Advisor, Agent or Coach: https://bttr.ly/advisor (https://bttr.ly/advisor)

Many cattle producers in west central and southwest Saskatchewan are once again facing extreme drought conditions, and the Agricultural Producers Association of Saskatchewan (APAS) is calling on the federal government to introduce a tax-deferral option for those producers who have no choice but to liquidate a portion of their herd. Scott Owens, vice president of APAS,... Read More

On this episode, we're talking 831(b) plans with SRA 831(b) Admin's Director Of Business Development, Ed Bryan!Watch at YouTube.MatthewMa.com on Thursday, May 12 @ 11 am PT!Ed has more than 20 years of sales and operations management experience with a consistent history of leading high-performing sales teams and operational excellence. As Director of Business Development, Ed leads the SRA team in partnering with clients and valued advisors to provide next-level strategies to business owners. He has been a featured speaker at numerous well-known national conventions and industry events in insurance, finance, and long-term planning. Reach out to Ed Bryan at ed@831b.comConnect:Facebook: https://www.facebook.com/SRA831bInstagram: https://www.instagram.com/sra_831bLinkedIn: https://www.linkedin.com/in/edward-bryan-498a9691YouTube: https://www.youtube.com/channel/UC8QJwR1FlAzdAgmC8UYsnWgVimeo: https://vimeo.com/831bWebsite: http://831b.comLeave a review on iTunes and let me know what you think !Host: Matthew MaMatthew Ma is an Investor, Syndicator, Founder, Coach, and Podcast Host. He's a Broker Associate with eXp Realty and strives to help agents grow their business with proven, effective methods learned from experience. Through his podcast, The Truth About Real Estate, and Avant University, he educates buyers, sellers, investors, and real estate agents on the current state of the market, how to use innovations in technology, sales, and marketing to build a scalable business. As an investor and syndicator with Avant Asset Management, he's dedicated to client success by building wealth through investments in apartment building syndications. Reach out to Matthew Ma at Matt@MatthewMa.com.

In this episode of Financial Discretion Advised, Tyler Hafford CFP® talks about the rate hikes that are aimed to control inflation and how that compares to strategies used in the 80's. He also breaks down the impact of those hikes on our everyday lives. In the Financial Planning segment, Tyler explains the power of tax deferral as well as the extreme cost to delaying your investing strategy! --- Send in a voice message: https://anchor.fm/penobscotfa/message

Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding the Cannabis IndustryHow to prepare Cannabis Business to avoid penalties.Capital Gains Tax Deferral on CannabisConnect with Andrew Hunzicker:https://www.expertcresecrets.com/episode68Love the show? Subscribe, rate, review, and share!Here's How »Join the Expert CRE Community today:expertCREsecrets.comeXpert CRE Secrets FacebookeXpert CRE Secrets Youtube

Show Notes   - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt   - EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions   Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday. Brett Swarts is an entrepreneur; deferred sales trust expert/trustee, CRE investor, podcaster, and Northern CA multifamily broker. His leadership roles include serving as the host of Capital Gains Tax solution podcast and expert CRE secret podcast. He equips hundreds of high net worth business professionals with the deferred sales trust tool to help their high net worth clients break out of Capital Gains Tax Jail.  Mr. Swarts is passionate about educating high net worth individuals in Capital Gains Tax Deferrals with a deferred sales trust. How to divest from a business, cryptocurrency highly appreciated stock, primary residence, or investment real estate to gain freedom from feeling hostage to Capital Gains Tax, then invest back into a new business ventures or investment real estate at any time which he calls Optimal Timing.    Brett's insights include:    His journey to discovering what deferred sales trust is How deferred sales trust works Who the team members behind the client's deferred sales trust are How the refinancing process works How deferred sales trust can impact your children What the three storms are Enjoy the show!   Connect with Brett:   Website: https://capitalgainstaxsolutions.com/ YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA Facebook: https://www.facebook.com/capitalgainstaxsolutions/ LinkedIn: https://www.linkedin.com/company/capitalgainstaxsolutions/ Instagram: https://www.instagram.com/brett__swarts/      Connect with Gary: Website: https://sbadvisors.cc/ Facebook: https://www.facebook.com/SmallBusinessAdvisors LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.He worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others and assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding the Cannabis IndustryHow to prepare Cannabis Business to avoid penalties.Capital Gains Tax Deferral on CannabisConnect with Andrew Hunzicker:https://capitalgainstaxsolutions.com/cannabis-capital-gains-tax-deferral-with-andrew-hunzicker/Love the show? Subscribe, rate, review, and share!Here's How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Jeff and Scott discuss how to legally reduce or avoid paying capital gains taxes. We use Satya Nadella's recent sale of half his stake in Microsoft as an example. To reduce the capital gains tax burden, one can:Change the timing of capital gain incomesell before a new tax is imposed, or after an old tax is retiredwait to sell until capital gain becomes "long term," currently after 1 yearwait to sell to take advantage of the power of deferralExampleshttps://www.journals.uchicago.edu/doi/abs/10.17310/ntj.2015.3.02 https://tax.unc.edu/index.php/news-media/should-you-sell-stock-before-president-biden-raises-the-capital-gains-tax-rate/ Change jurisdictionsMove to Texas, Florida, Wyoming, etc.Hold until death to take advantage of the "step-up" in basis. Inheritance, Estates and the Step-Up in Basis Rule - WSJDonate appreciated assets to charityCharity gets assets at their fair market valueDonor does not pay capital gains taxDonor gets charitable contribution deduction for full market value if itemizes on personal tax returnTax loss harvesting Sell assets that have losses to offset assets that have gains.Invest in Opportunity zones

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

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

The 1031 Exchange has been an economic driver for 100 years and is still one of the most powerful land transfer and ownership tools for farmers and landowners. Farm families can utilize this as a way to pass along the farm without the burden of a lot more taxes. In this episode, Successful Farming Markets Editor Mike McGinnis talks with David Brown, President and Certified Exchange Specialist with Iowa Property Exchange. Their discussion explains what the 1031 Exchange is all about, and how estate taxes and stepped up basis can be connected with the program. Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode is also available as a blog post: http://junkmalls.com/2021/05/19/biden-administration-scams-former-trump-administration-tax-deferral-claims-the-washington-examiner-what-do-you-believe/

Kicking the can down the road" Imagine a cigarette salesperson saying, "Smoke these. They'll give you cancer in the future, and you won't need as much retirement savings." The same is valid for tax deferral. Use this today, it will feel good now and only jeopardize your retirement later on. Tax deferral, like chocolate cake, feels good in the moment, but it is broccoli that will get you through the journey. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com We would love to answer your questions on air! Give us a call at (800) 928-4001 or send them to TalkToFEG@yourlifeafterwork.com

In this episode, we are delighted to have Brett Swarts as our guest. He is the Founder of the Capital Gains Tax Solutions, the host of Capital Gains Podcast, and the leading expert on Deferred Sales Tax Solutions. Every year, he trains hundreds of business professionals on how to use tax deferral method to save money and help his high-net-worth clients overcome capital gains deferred limitations. Brett will provide us the information on deferred sales trust as well as other tax deferral and wealth-building strategies. Tune in to understand how a deferred sales trust or other tactics will support you or your customers, so you can make more money when you sell! How did Brett get into what he is doing right nowWhat are the Basics of Deferred Sales TrustImportance of understanding the DST and how it secures your wealthWho decides to spend the money in the trust?Who makes the decision where the money is invested?In terms of the IRA, what are the things you can't use inside of your trust or investments that you are buying?How much is the minimum fee to pay basically when they sell their assets and how much net will they get?What is DST plus and how does it workDifferences between DST and DST Plus QUOTES: “ Once you start doing these deals in this way, all of the sudden, you're riding a speed racer with us as well. It may take 6 months or a year, but it definitely takes doing the deal.” – Brett Swarts “The market is so high that our clients look for liquidity, diversification, and to be out of debt, and if you can do that, you can preserve your wealth and a marketplace that who knows this place could last” – Brett Swarts RESOURCES Website :https://capitalgainstaxsolutions.com/ Facebook : https://www.facebook.com/capitalgainstaxsolutions/ YouTube: https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA

Roshan Loungani, Erik Olson, and Adrian Nicholson are back with the second installment of Battle of the Plans III, Part 2. They continue the discussion to see the different investment tactics a hypothetical couple can implement in their plan. In Part I, the hosts discussed optimal withdrawal strategies, the couple's spending levels, and how they can manage the risk of long-term care. In this episode, Roshan and Erik examine the couple's investment portfolio. They debate how best to balance managing volatility and seeking growth and how much cash the couple should hold in reserve. They also present the potential tax benefits of variable and fixed annuities, the tax implications of Roth IRA conversions, and how the couple can optimally allocate their portfolio across taxable, tax-deferred, and tax-free accounts. [03:03] Background [04:47] Determining Risk Tolerance [19:47] Conservative, Moderate and Aggressive Asset Allocations [22:58] Asset Allocation, Roth IRAs and Tax Efficient Investments [31:32] Variable and Fixed Annuities: Opportunity Cost, Tax Deferral and Living Benefit Riders [50:42] Refinance vs. Reverse Mortgage [59:48] Diversifying a Portfolio Outside of Conventional Asset Classes Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905. Check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan's Twitter, Roshan's LinkedIn, Erik's LinkedIn, and Adrian's LinkedIn. All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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Brett Swartz is the Founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions podcast. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations.  He is passionate about educating people in Capital Gains Tax Deferral with a Deferred Sales Trust, how to divest from a business or real estate, and gain freedom from feeling hostage to a 1031 exchange, then invest back in to a new business venture or investment real estate at any time, called optimal timing.  His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 1031 exchanges and $88,000,000 in closed commercial real estate brokerage transactions. He's an active commercial real estate broker and investor with brokerage experience and ownership in many types of real estate. He is a licensed California Real Estate Broker. Here are some details in what we discussed in the episode: How Brett got to know what real estate clients need early in his career How he applied this strategy and started coaching others on how to use a Deferred Sales Trust Why a Deferred Sales Trust is the “new way to do things” and how it can help you finance whatever it is you need  How to save on your tax bill at the end of the year I hope you will find this podcast as fascinating as I have. Brett has made waves in financing and teaching about the Deferred Sales Trust. Please let me know your thoughts!   Connect with Brett Swartz Capital Gains Tax Solutions Website Capital Gains Tax Solutions Facebook Page  Brett Swarts Linkedin Linkedin Business page: https://www.linkedin.com/company/19201493/ Capital Gains Tax Solutions BiggerPockets Page  Capital Gains Tax Solutions Youtube Page  Twitter: https://twitter.com/1031option Facebook: https://www.facebook.com/brett.swarts   Instagram: https://www.instagram.com/brett__swarts/  Instagram business page: https://www.instagram.com/deferredsalestrust/ https://www.facebook.com/capitalgainstaxsolutions/ https://www.youtube.com/channel/UCAykQNmIWZ0KARBeVWcQxUA https://www.biggerpockets.com/users/BrettSwarts https://www.instagram.com/deferredsalestrust/ https://www.linkedin.com/in/brett-swarts/ https://twitter.com/1031option www.capitalgainstaxsolutions.com  Connect with Ricardo Matos Website:  https://srsfranchise.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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On this tax update episode, we explain the ins and out of the social security tax deferral that was put into place by President Trump's Executive Order earlier this year.

If you would like to get in contact with Mrs. Kristin Stephens to discuss your own finances you can email her at kstephens@zeiders.com or by cell at 070-3803-0573.

Welcome to The Profit Talk! In this show, we're going to help you explore strategies to help you maximize profits in your business while scaling and creating the lifestyle that you want as an entrepreneur. I am your host, Susanne Mariga! I'm a certified Mastery Level Profit First Professional. Let's dive into strategies to maximize profits in your business! In this episode I address a very popular question that we have been receiving from entrepreneurs. It is the question of whether they should participate in the new IRS payroll tax deferral program. In this episode I explain both of the COVID-19 related payroll tax deferral programs and explain my stance on them. Visit my FREE Facebook Group, The Profit First Masterclass, where I'll be sharing additional exclusive trainings to members of the community.  If you're excited about what's next for your business and upcoming episodes, please head to our itunes page and give us a review! Your support will help me to bring in other amazing expert interviews to share their best tips on how to powerfully grow in your business! DISCLAIMER: The information contained within these videos is provided for informational purposes only and does not constitute, an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions, or regulatory updates in the content of this video. Any U.S. federal tax advice contained within is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

IRA Financial's Adam Bergman discusses tax deferral and capital gains, the differences between the two and why they matter when it comes to retirement savings.

In this episode, we will talk about the new IRS Payroll Tax Holiday. Yes, it sounds too good to be true and IT IS. Although your tax home pay may look pretty nice for the next few months, through December 31, 2020, you will have to pay all that money back beginning January - April, 2021. And you will have NO option. It's time to be wise and not fall for the Okie Doke. Save your money so you are prepared for 2021. There are still lots of gray areas, but one thing is for sure, unless new legislation is put in place to make it forgivable, you will be paying it back. BE WISE and SAVE! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

This episode provides an overview of the 1042 tax treatment for Capital gains tax deferral benefits applied to an ESOP transaction.

Adam and Steve talk about the market and how the job market is doing. Steve explains Trump's payroll tax deferral and a caller answers the trivia question.

Are you thinking of implementing the payroll tax deferrals in your business?   You will want to listen to this quick up-to-date podcast with insights into the Payroll Tax Deferral basics. Read about The Executive Order here. Read about the IRS Guidelines here.

Karen Kerrigan, President/CEO, SBE Council (SBECouncil.org), gives an update on 1) new IRS guidance on payroll tax deferral, 2) a new stimulus deal and likely Senate bill, 3) a new crowdfunding proposal to support capital access during Covid-19.

Guidance on the new payroll tax deferral is here. Well, kind of. Treasury Press Release: https://home.treasury.gov/news/press-releases/sm1110 Get the free HR Toolkit for Small Business: www.hrcircleonline.com/toolkit Join the community Facebook Group: www.facebook.com/groups/leadingyourteamgroup --- Send in a voice message: https://anchor.fm/leadingyourteam/message

In this August 29 stimulus update, I go over the new White House stimulus figure, what Meadows said yesterday regarding his stimulus talk with Nancy Pelosi, Nancy Pelosi's response, what to look for next week, an update on Trump's payroll tax deferral memorandum, and my daily unemployment update.Other Videos

In this episode I react to an article published today titled, "Trump Payroll Plan Would Deplete Social Security by 2023."Frankly, I think this headline is ridiculous.Yes, Trump's comments regarding a payroll tax cut are troubling for Social Security.  But it's not like he would plan to leave Social Security to die even with a payroll tax cut or even a payroll tax elimination.I explain what's really going on behind this article in this episode.Good Stuff✅ Subscribe to My Channel: https://www.youtube.com/channel/UCQ9W...

On August 8, 2020 President Trump signed an executive order and three executive memos related to Coronavirus Relief. One of the memos provided for a deferral of payroll taxes. In this episode, I discuss what I know so far about the deferral and how it can affect you as an employee, employer, or self employed taxpayer. | Quick disclaimer: I am a CPA but I'm probably not YOUR CPA. The information provided in this episode and every episode of tax talk is meant to be informational in nature and is not intended to be construed as tax or accounting advice. If you have questions about your specific tax situation, you can e-mail me at hello@themillennialtaxpert.com to become a client or reach out to your preferred professional so that they can answer your tax and accounting questions. Find episode show notes at: --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/taxtalk/message Support this podcast: https://anchor.fm/taxtalk/support

Starting with the springtime of Nations, we go into the fact that ideas have consequences with the opening salvo and then move into the economic recovery that Mike Pence recently proclaimed, before finishing with a question of tax deferral. All of this in less than 30 minuets on the Kevin Prendiville Show.

Karen Kerrigan, President/CEO of SBE Council (SBECouncil.org), gives an update on the impact of the coronavirus on small business, and discusses relief programs like the SBA's Economic Injury Disaster Loan Program, April 15 Tax Deferral, and more.

Just how likely is a high taxation environment? With the Trump economy, it seems unlikely, but are there other factors that cold affect the future?

Matt Bravo is the Managing Actuary at Acuff & Associates and he joins us to discuss Cash Balance Plans. Cash Balance Plans are a type of Qualified Retirement Plan that offer tax deferral savings above and beyond 401(k) and profit sharing plans for entrepreneurs.

Often people are encouraged to go straight to tax deferral type retirement savings and government sponsored plans. However, in this podcast we dig a little bit deeper into this concept of tax deferral to determine if it is always the best go to for your retirement planning.