Archives for December 2021

An experienced banker can do much more to help your business than you’d think. Lots of great information from Mark Lewis of PeoplesBank, who is a tremendous asset to the investors he serves. Some topics we discuss are: – How to find the right bank for your business – What financial instruments are best for your investments – How to qualify for financing

Transitioning from being an employee to a full-time investor opens a whole new world of tax saving opportunities for you and your family. If you’re on the fence about leaving your job and uncertain if you can afford to go out on your own, you’ll be surprised to find that there are amazing tax incentives that will encourage the move.

Are you ready to begin your path toward financial freedom? An effective tax strategy is one of the best investments you can ever make into getting there! When pursuing financial freedom, many are held back by lack of capital, and so much of their income goes back to Uncle Sam instead of their businesses. Most accountants only file returns after the year has closed, and provide minimal guidance on reducing… Read More

ID-19, which can create new tax saving opportunities with the right tax plan in place. In this webinar will discuss generating and capitalizing on real estate and business losses, including analysis of recent tax code changes in the CARES Act.

I will discuss and some techniques to maximize the tax benefits of depreciation and answer common questions about the expense. Some of the topics we will discuss are: – Basics of depreciation – Calculating depreciation for real estate investments – Cost segregation – Missed depreciation opportunities

A new way to defer or reduce capital gains is through qualified opportunity zone investments. In this webinar I’ll explain what an opportunity zone is, help you understand the tax benefits, and provide guidance for determining if it fits your investment strategy.