074. Supercharge Your Tax Strategy with Bernard Reisz Artwork

The Capital Stack

It's no secret that investing in real estate is an incredible way to build life-changing, long-term wealth. You might've heard the statistic that nearly 90% of all millionaires owe a portion of their wealth to buying, selling, or holding real property. But the question is how? How do you transition from simply being interested in real estate, to owning real property as an investment? Dive into the world of real estate group investments every week with commercial real estate investor Brandon Jenkins, and learn more about how syndicators structure the capital stack to acquire deals. If you want to understand how to achieve risk-adjusted, asymmetric returns through commercial real estate investments, don't miss an episode!

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The Capital Stack

074. Supercharge Your Tax Strategy with Bernard Reisz

September 13, 2023 • Brandon Jenkins • Season 1 • Episode 74

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About the guest:

Bernard Reisz CPA is Chief Education Officer at ReSure Financial, a firm focusing on helping real estate investors understand how real estate title and tax tools - 1031 Exchange, Cost Segregation, 401k/IRA - can be used to turbocharge ROI and wealth growth. As a financial nerd that's guested on countless financial, tax, real estate, and legal forums Bernard delivers straight-talk and unique insight on nearly every aspect of real estate tax topics, including life insurance, real estate professional tax status, asset protection, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies.

Connect with Bernard Reisz:

ReSure Site: https://members.resurefinancial.com/

Episode Highlights:

✔️ Understanding cost segregation and bonus depreciation

✔️ Why it’s important to understand land allocation in your tax strategy

✔️ The double benefit of leverage in real estate: (1) leverage on the purchase price, and (2) leverage on the tax deduction

✔️ Recapture mitigation strategies

✔️ When it makes sense to do a cost segregation study

🎯 Actionable tip for new investors: Check out resurefinancial.com to learn more about crafting a more robust strategy in your tax plan.

📚 Book of the week:“Tax-Free Wealth” by Tom Wheelwright, CPA

💡 Question of the week: Do you do cost segregation studies on your deals❓

💡 Interested in learning more about opportunities to partner in deals as a passive investor?

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People on this episode

Brandon Jenkins

Host