The Capital Stack
074. Supercharge Your Tax Strategy with Bernard Reisz
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation!
Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone
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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❓
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💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Connect with us!
BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/
BIRCH PROSPER INSTAGRAM: @birch_prosper
BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal
BIRCH PROSPER WEBSITE: https://www.birchprosper.com/
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🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?
Be sure to join our local meetup group!
DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/
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Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.
Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-
ATTENTION - Are you a real estate investor looking to attract $500k - $3M in new investor capital?
Let us help! 👉 info.capitalmasterypro.com
--
💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Want investment opportunities that align with your goals? At Birch Prosper, our team considers your unique criteria to identify the best opportunities. Let’s start the conversation!
Just go to: https://calendly.com/birch-prosper/intro-meeting-15-min-clone
--
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?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8
Connect with us!
BRANDON’S LINKEDIN: https://www.linkedin.com/in/brandon-e-jenkins/
BIRCH PROSPER INSTAGRAM: @birch_prosper
BIRCH PROSPER INVESTOR CLUB: https://bit.ly/birch-prosper-investor-portal
BIRCH PROSPER WEBSITE: https://www.birchprosper.com/
--
🤝🏻 ARE YOU AN INVESTOR IN THE DC-MD-VA AREA?
Be sure to join our local meetup group!
DMV Apartment Investor Community page: https://www.meetup.com/dmv-apartment-investor-community/
--
Interested in investing with Birch Prosper? Let's chat! Schedule a call with us.
Schedule a 15 min intro call (Calendly link): https://calendly.com/birch-prosper/intro-
ATTENTION - Are you a real estate investor looking to attract $500k - $3M in new investor capital?
Let us help! 👉 info.capitalmasterypro.com
--
💡 Interested in learning more about opportunities to partner in deals as a passive investor?
★ Join Our Investor Club ★ https://forms.gle/AEpWgPg7krd8YzPU8