Tax Strategy Digest

John Jones - Ep. 44 - Tax Strategy Digest

Paul Ranieri — Mon, 21 Oct 2024 15:51:58 -0700

In this episode of Tax Strategy Digest, I sat down with John Jones, the founder of Scissortail Executive Advisors, to discuss his journey and expertise in helping corporations optimize their 401(k) plans, with a strong focus on employee education.

The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with John:

LinkedIn: linkedin.com/in/john-jones-085077173

Website: scissortailea.com

*This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

Andrew Bosserman - Ep. 43 - Tax Strategy Digest

Paul Ranieri — Mon, 12 Aug 2024 15:24:01 -0700

In this week's episode of Tax Strategy Digest, I invited Andrew Bosserman to discuss tax law, especially tax controversy (helping business owners navigate tax disputes). We also discussed Christmas trees (yes, Christmas trees) and the timber tax.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Andrew:

LinkedIn: https://www.linkedin.com/in/andrewbosserman/

Website: www.bosstaxlaw.com

Bob Knakal - Ep. 42 - Tax Strategy Digest

Paul Ranieri — Mon, 24 Jun 2024 13:01:54 -0700

In this week's episode of Tax Strategy Digest I invited Bob Knakal, the top sales broker for investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties in New York City than any individual agent ever (2,332 - $21+ Billion). We discussed his journey to the top, his passion for real estate, what pushed him from being good to great, and much, much more.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Bob:

LinkedIn: https://www.linkedin.com/in/bobknakal/

Website: https://www.bkrea.com/

Marc Kuhn - Ep. 41 - Tax Strategy Digest

Paul Ranieri — Mon, 10 Jun 2024 14:27:37 -0700

In this week's episode I invited return guest Marc Kuhn, the founder of MAK Capital and MAK Construction to discuss his journey from humble beginnings to becoming an entrepreneur in the real estate world.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Marc Kuhn:

LinkedIn: https://www.linkedin.com/in/marc-kuhn

YouTube: @marckuhnmak

Website: https://www.makcapitalgf.com/

Newsletter: https://marckuhn.substack.com/

Mitchell Underwood - Ep. 40 - Tax Strategy Digest

Paul Ranieri — Mon, 06 May 2024 14:38:18 -0700

In this week's episode we had Mitchell Underwood on to discuss how he is helping individuals navigate their health insurance options in what is often seen as a very confusing, burdensome task with little to no good options available.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Mitch:

LinkedIn: www.linkedin.com/in/thehealthadvocate

Mando Sallavanti III - Ep. 39 - Tax Strategy Digest

Paul Ranieri — Tue, 05 Mar 2024 10:09:53 -0800

In this week's episode we had our first repeat guest, Mando Sallavanti III. Mando and I dove back into his LinkedIn growth, self development, authenticity in marketing, and much more. You won't want to miss this one.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Mando Sallavanti:

LinkedIn: https://www.linkedin.com/in/sallavanti

Email: asallavanti@financialguide.com

Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000.

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Aviva Sonenreich - Ep. 38 - Tax Strategy Digest

Paul Ranieri — Mon, 19 Feb 2024 13:49:43 -0800

In this week's episode I invited guest Aviva Sonenreich. Aviva and the Warehouse Hotline employ social media as a platform, engaging with over +1.2 million followers on TikTok and Instagram via the handle @avivarealestate. Generously sharing her insights on one of the Commercial Real Estate industry's fastest-growing sectors. As a result, Aviva's proficiency led her to secure a position in the Forbes Real Estate Council, and she was crowned CREI's foremost Instagram Influencer in Commercial Real Estate. With her unyielding determination, she recently debuted her podcast, "Commercial Real Estate Secrets." In this show, she delves into the intricacies of CRE, catering to newcomers and those seeking a fresh perspective alike.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Aviva:

LinkedIn: https://www.linkedin.com/in/ethicalcommercialrealestate/

Podcast: CRESecrets.com

This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

Justin Ryder - Ep. 37 - Tax Strategy Digest

Paul Ranieri — Mon, 12 Feb 2024 15:50:10 -0800

In this week's episode I invited guest Justin Ryder. Justin is a CCIM and dealmaker in Lexington, Ky. In the last 5 years, he has closed 150+ deals. Justin is a passionate content creator, helping dealmakers to thrive in personal branding and productivity. He recently launched a YouTube channel at https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA. Find him on LinkedIn and Twitter as well.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Justin:

LinkedIn: https://www.linkedin.com/in/justin-ryder-cre/

YouTube: https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA

Twitter/X: @ jt_ryder

Ryan Phillips - Ep. 36 - Tax Strategy Digest

Paul Ranieri — Mon, 15 Jan 2024 14:27:31 -0800

In this week's episode I invited guest Ryan Phillips. His journey began before he truly grasped the underlying purpose. At the age of 6, he confronted the harsh reality of his father's brain cancer diagnosis, spending weekends traveling to Philadelphia to visit him in the hospital. Despite the eventual loss, meticulous planning ensured that his father's legacy endured. As life unfolded, he considered careers in medicine, hospitality, and law before finding his calling in financial services.

This career trajectory proved ideal, marked by an internship in banking that equipped him with risk management skills. Transitioning into a full-time role, he emerged as a professional adept at guiding clients in the right direction. Every moment spent building with individuals brings him joy, driven by a why that took root in his childhood. The mantra is clear: be prepared, have a plan, and stay the course to leave a lasting legacy for generations.

In every aspect of life, he extends assistance to individuals, families, and business owners in establishing a robust financial foundation. Each blueprint is meticulously tailored, aligning with clients to grasp their unique needs and objectives. Through ongoing analysis and communication, adjustments are made to refine, update, or modify strategies as new opportunities arise.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Ryan:

LinkedIn: https://www.linkedin.com/in/ryanjphil...

Eli Beyder - Ep. 35 - Tax Strategy Digest

Paul Ranieri — Mon, 18 Dec 2023 13:42:18 -0800

In this week's episode I invited guest Eli Beyder to discuss his marketing firm, "My Media Titan" and learn how he helps businesses elevate to the next level. Eli is all about working smart, not hard. He believes in setting things up right the first time and letting the system take care of the rest – why spend time on repetitive tasks when they can be automated? Crafted as an all-encompassing, time-efficient, and budget-friendly tool, his integrated software solution is tailored to empower your business in the digital realm. Through the consolidation of critical functions within a unified platform, his team's goal is to streamline your operations, enhance overall efficiency, and enable you to prioritize what truly counts – the expansion of your business.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Eli:

LinkedIn: https://www.linkedin.com/in/homesbyeli/

Website: Mymediatitan.com

Phone Number: 669-333-6846

Patrick Lange - Ep. 34 - Tax Strategy Digest

Paul Ranieri — Mon, 11 Dec 2023 13:53:43 -0800

In this week's episode I invited guest Patrick Lange to discuss his experience helping HVAC buyers and sellers optimize their business. Patrick specializes in the sale and acquisition of heating and air companies. He has has been an entrepreneur his entire life buying, growing, and selling businesses in multiple industries, including owning a residential heating and air company. Patrick is considered an expert in the field of business brokerage having earned multiple awards for transactions and dollar volume of businesses sold. Several years ago, he decided to focus exclusively on heating and air companies after seeing a need for someone with specific knowledge of the industry as well as the ability to market these businesses in an effective manner to help his clients achieve predictable results. Since he made that transition, he has sold over 100 heating and air companies. In addition to facilitating the sale of heating and air companies, Patrick also provides valuations for those who are interested in learning the current value of their business in the market as well as strategies to increase the potential selling price.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: / paul-rani. .

Email: pranieri@ecgsinc.com

To get in touch with Patrick:

If you are looking to partner with someone to help you buy or sell a heating and air business, or looking to see what your company may be worth, reach out to Patrick on his website at www.businessmodificationgroup.com, by phone at 352-440-4604, or by email at patrick@businessmodificationgroup.com. All conversations are completely confidential.

Andrew Zihmer - Ep. 33 - Tax Strategy Digest

Paul Ranieri — Mon, 04 Dec 2023 14:47:23 -0800

In this week's episode I invited guest Andrew Zihmer on the podcast to discuss how he helps attorneys get to the next level in their marketing and sales efforts. We discuss how he helped himself, and now others establish a strong work life balance. He helps attorneys solve their unique and complex problems on a daily basis. We also discussed our mutual admiration and respect for the empire Alex Hormozi has built, and discuss Andrew's opportunity to chat with him and pick his brain.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Andrew:

LinkedIn: https://www.linkedin.com/in/andrew-zihmer/

John Bailey - Ep. 32 - Tax Strategy Digest

Paul Ranieri — Tue, 14 Nov 2023 10:54:55 -0800

In this week's episode I invited guest John Bailey from OneFund Investments to discuss how he is providing access to top-tier private equity and venture capital funds for just a a fraction of the investment minimum that's traditionally required.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with John:

Email: john@onefundinvestments.com

Website: https://www.onefundinvestments.com/

Carlos Sera - Ep. 31 - Tax Strategy Digest

Paul Ranieri — Mon, 06 Nov 2023 14:59:34 -0800

In this week's episode I invited guest Carlos Sera of Sera Capital Management to discuss how he helps real estate investors and business owners optimize their exits. Sera Capital is a fee-only Fiduciary that focuses on tax-efficient exit planning for real estate investors & entrepreneurs.

Sera Capital focuses on helping clients with managing money while providing investment education, investment advice, and investment management. Their registered investment advisors help individuals, couples, and industry professionals learn about investments through blogs, books, videos, newsletters, and guides to overcoming big investment obstacles. With their education preparation, their professional financial services consultants help implement, manage, monitor, review, and adjust portfolios to your situation, providing wisdom and experience in conjunction with other financial advisors and strategic partners. They have assisted hundreds of couples and individuals, giving insight on investment behavior under stressful economical situations that focuses on high return rates and staying the course. Contact their reliable registered investment advisors today on their website down below.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Carlos:

Website: https://seracapital.com/

Alex Koynoff - Ep. 30 - Tax Strategy Digest

Paul Ranieri — Mon, 30 Oct 2023 14:24:34 -0700

In this week's episode I invited guest Alex Koynoff to discuss how he helps retail leaders simplify their personal finances and discuss his journey in the financial services industry.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Alex:

LinkedIn: https://www.linkedin.com/in/alexkoynoff/

Website: https://atkfp.com/

Ethan Gao - Ep. 29 - Tax Strategy Digest

Paul Ranieri — Mon, 23 Oct 2023 14:55:55 -0700

In this week's episode I invited guest Ethan Gao. Ethan has (1) owned several rental properties, (2) made over 400 private loans secured by real estate (both single family and commercial real estate), (3) invested in over 100 single family fix and flip projects and (4) is a general partner on multiple commercial and multifamily projects totaling over 2,000 units. His primary role on deals is gap funder (i.e. where the sponsorship team has raised around 70% of the limited partnership equity but does not have enough time to raise the remainder - Ethan will come in and lend that remainder to the team so that the deal can get done on time).

Ethan has invested in hotels, self-storage, office building, medical office and retail, in addition to single family and multifamily deals. Ethan graduated from Cornell University with a BA in Economics in 2003 at the age of 19 and from Columbia Law School in 2006 at the age of 22. He worked on billion dollar mergers and acquisitions for several years on Wall Street in financial institutions before transitioning to being a professional investor and entrepreneur in 2016. He lives in Houston, TX with his wife (who he met the first day of class at Cornell in 2000) and their five children.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Ethan:

LinkedIn: https://www.linkedin.com/in/elgao/

Email: ethan@gaofamilyoffice.com

Dan Lewkowicz - Ep. 28 - Tax Strategy Digest

Paul Ranieri — Mon, 16 Oct 2023 14:19:52 -0700

In this week's episode I invited guest Dan Lewkowicz to discuss his role and experiences as a Senior Director at Encore Real Estate Investment Services. Dan specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants and automotive repair and parts stores, along with other net leased assets.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Dan:

LinkedIn: https://www.linkedin.com/in/dan-lewkowicz/

Cell: 248-943-2838

Email: dlewk@encorereis.com

Thomas Castelli - Ep. 27 - Tax Strategy Digest

Paul Ranieri — Mon, 09 Oct 2023 13:58:57 -0700

In this week's episode I invited guest Thomas Castelli, CPA, CFP, to discuss how he helps real estate investors keep more of their hard earned dollars in their pockets and out of the government's. We discussed why real estate is the most tax advantaged asset class, how it can help reduce your effective tax rate, the most efficient form of income, and much more! Also, be sure to check out @TheRealEstateCPA to learn more from Thomas!

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Thomas:

LinkedIn: https://www.linkedin.com/in/thomascastelli/

Podcast: @TheRealEstateCPA

Website: www.thomascastelli.com

Reid Bennett - Ep. 26 - Tax Strategy Digest

Paul Ranieri — Mon, 02 Oct 2023 14:09:23 -0700

In this week's episode I invited guest Reid Bennett, CCIM to discuss his journey in commercial real estate. Reid serves as National Council Chair of Multifamily Properties for SVN International and a Senior Vice President for SVN - Chicago Commercial. As a licensed managing broker, he focuses primarily on the sale of apartment communities across the Midwest and also teams up with members of his council to serve clients across the country in over 150 markets. Reid prides himself on understanding the nuances and analysis of multiple unit apartment dwellings & low-income Section 8 & Section 42 communities. In 2016, 2018, 2021 & 2022 Reid received the Partners Circle Award, which is the top honor from SVN where he was ranked in the top .02% among all 1,200+ SVN advisors in the world for the fourth time. A graduate from the University of Iowa, Reid also has achieved the highly coveted designation of Certified Commercial Investment Member (CCIM). In 2018, Reid hired Massimo Group, the premier commercial real estate training company in North America, to help elevate his business to maximize the results offered to his clients. He eventually was asked to come on board to be one of the 38 coaches and now helps other brokers around the country to elevate their business.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Reid:

LinkedIn: linkedin.com/in/reidbennettccim

Cell Number: 773-251-7342

Email: reid.bennett@svn.com

Mike Downey - Ep. 25 - Tax Strategy Digest

Paul Ranieri — Mon, 25 Sep 2023 14:37:11 -0700

In this week's episode I invited guest Mike Downey, co-owner of Next Gen Ag, which helps family farms with their estate and legacy planning. Mike is also the founder of Farm Raised Capital, a platform for the Ag community to learn, network, and invest together passively in alternative real estate.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Email: pranieri@ecgsinc.com

LinkedIn: www.linkedin.com/in/paul-ranieri

To get in touch with Mike:

Website: www.nextgenag.us

www.farmraisedcapital.com

LinkedIn: https://www.linkedin.com/in/mikedowne...

Jonah Pollone - Ep. 24 - Tax Strategy Digest

Paul Ranieri — Mon, 18 Sep 2023 14:11:56 -0700

In this week's episode I invited guest Jonah Pollone, a Certified Business Intermediary (CBI) and an M&A advisor at MidStreet Mergers & Acquisitions. He specializes in representing business owners throughout the Southeast in the sale of their companies and real estate ($2m-$50m in sales).On top of that, Jonah also runs a podcast about small business ownership.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Email: pranieri@ecgsinc.com

LinkedIn: www.linkedin.com/in/paul-ranieri

To get in touch with Jonah:

Website: https://www.midstreet.com/about-us

LinkedIn: https://www.linkedin.com/in/jonahpoll...

Yuri Kapilovich - Episode 23 - Tax Strategy Digest

Paul Ranieri — Mon, 11 Sep 2023 13:36:37 -0700

In this week's episode I invited guest Yuri Kapilovich, the owner of Kapilovich & Associates, a New Jersey based CPA firm specializing in providing high-value and personality along with the basic accounting and tax services. He is passionate about disrupting the stereotypical view of the accountant and making accounting a fun and attractive profession.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Yuri:

LinkedIn: https://www.linkedin.com/in/ykapilovich/

Yuri's Podcast: https://www.thefuncpa.co/podcast

Sean Lichterman - Ep. 22 - Tax Strategy Digest

Paul Ranieri — Mon, 04 Sep 2023 10:45:00 -0700

In this week's episode I invited guest Sean Lichterman who is a cost segregation specialist to discuss how to carve out tax savings for high income earners.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Sean:

LinkedIn: https://www.linkedin.com/in/seanlichterman/

Email: sean.lichterman@costsegregationservices.com

Michael Pyle - Ep. 21 - Tax Strategy Digest

Paul Ranieri — Mon, 28 Aug 2023 15:21:50 -0700

In this week's episode I invited guest Michael Pyle who is a financial planner and managing partner at Challenge Everything Financial. After constantly hearing the advice of individuals like Dave Ramsey, Michael took an alternative approach and looked to start helping sales pros use commission checks to buy their freedom.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Michael:

LinkedIn: https://www.linkedin.com/in/michael-e-pyle-8a8b2546/

Bernard Reisz - Ep. 20 - Tax Strategy Digest

Paul Ranieri — Mon, 21 Aug 2023 11:57:58 -0700

In this week's episode I invited guest Bernard Reisz, who is the Chief Education Officer at ReSure Financial, curating https://members.resurefinancial.com/ to help 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.

ReSure Financial caters to the tax needs of real estate investors, delivering Cost Segregation, 1031 Exchange, and SDIRA & 401k services. ReSure takes an education first approach, so that investors maximize the benefits of real estate tax tools. 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, estate planning, financial planning, business entity selection, S-Corp, C-Corp, partnerships, 1031 Exchange, 453 Installment Sales, UBIT, UBTI, UDFI and advanced tax mitigation strategies.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Bernard:

LinkedIn: https://www.linkedin.com/in/bernard-r...

Website: https://www.resurefinancial.com/

Justin Dixon - Ep. 19 - Tax Strategy Digest

Paul Ranieri — Mon, 14 Aug 2023 14:27:17 -0700

On this week's episode I invited guest Justin Dixon who is the founder of the recruiting firm "Hire Tomorrow" and a Real Estate Investing Business "Great Venture Capital". Over the last three years he has grown his recruiting business and acquired over 650 multifamily units as a general partner across four states. He is passionate about helping those working W2 jobs gain access to real estate.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Justin:

LinkedIn: https://www.linkedin.com/in/jmdixon15/

Website: www.greatventurecapital.com

Omkar Shinde - Ep. 18 - Tax Strategy Digest

Paul Ranieri — Mon, 07 Aug 2023 14:10:49 -0700

In this week's episode I invited guest Omkar Shinde who is a financial advisor with Transamerica that has made a name for himself through social media. Originally studying chemical engineering, Omkar found a passion to help others live their dream life. His goal is to help a hundred thousand people better their financial situation.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Omkar:

LinkedIn: https://www.linkedin.com/in/sixfigure...

Email: sixfigurecap@gmail.com

Seth Proctor - Ep. 17 - Tax Strategy Digest

Paul Ranieri — Mon, 31 Jul 2023 12:54:20 -0700

In this week's episode I invited guest Seth Proctor, who is an attorney with the Nelson Mullins Tax and Benefits Team and primarily focuses on the areas of tax equity investments in renewable energy, tax controversy, and funds.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Seth:

LinkedIn: https://www.linkedin.com/in/seth-proctor-51804437/

Evan Drury - Ep. 16 - Tax Strategy Digest

Paul Ranieri — Mon, 24 Jul 2023 11:23:17 -0700

In this week's episode I invited guest Evan Drury, who is a seasoned financial advisor with over a dozen years of experience. He has helped countless families achieve financial independence while pursuing his passion for money management.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Evan:

LinkedIn: https://www.linkedin.com/in/evandrury

Twitter: https://twitter.com/evanpdrury

Jesse Futia - Ep. 15 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:41:14 -0700

In this week's episode we talked with Jesse Futia, who is a 7-figure real estate investor and writer. He transitioned from his work in real estate into helping 7-8 figure real estate professionals drive their own leads through ghostwriting on platforms like LinkedIn.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Jesse:

LinkedIn: https://www.linkedin.com/in/jesse-fut...

Website: https://finghost.io/

Wendy Barlin - Ep. 14 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:39:04 -0700

In this week's episode I invited guest Wendy Barlin CPA, who is an author, professional speaker and tax strategist. Wendy has spent her entire career helping people keep more of their hard earned money with tax strategies and cash management plans. Wendy helps business owners optimize cash flow and increase profitability.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Wendy:

LinkedIn: https://www.linkedin.com/in/wendybarlin/

Website: https://www.wendybarlin.com/

James Pollard - Ep. 13 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:37:54 -0700

In this week's episode I invited guest James Pollard, who is the founder of TheAdvisorCoach.com, host of "Financial Advisor Marketing" podcast, and the publisher of "The James Pollard Inner Circle" newsletter. This man eats, sleeps, and breathes marketing.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with James:

LinkedIn: https://www.linkedin.com/in/theadviso...

Website: TheAdvisorCoach.com

Chris Gure - Ep. 12 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:35:44 -0700

In this week's episode I invited guest Chris Gure with Fortress Financial Partners to explore his journey through the financial industry. We discuss the unique approach his firm takes to simplify complex financial transactions for clients. With a focus on personalized advice and a hands-on approach, Chris and his team at Fortress Financial Partners strive to make a difference in the lives of their clients.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with one of us below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Chris Gure:

LinkedIn: https://www.linkedin.com/in/chrisgure/

Website: https://www.fortressfinancialpartners...

Marc Kuhn - Ep. 11 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:09:06 -0700

In this week's episode I invited guest Marc Kuhn, the founder of MAK Capital and MAK Construction to explore his journey from humble beginnings to becoming an entrepreneur in the real estate world. We highlight the importance of mindset in achieving financial goals and overcoming societal barriers while discussing the significance of breaking away from conventional paths and taking risks to pursue personal and financial growth.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get in touch with Marc Kuhn:

LinkedIn: https://www.linkedin.com/in/marc-kuhn

YouTube: @marckuhnmak

Website: https://www.makcapitalgf.com/

Newsletter: https://marckuhn.substack.com/

Clifford Blanquicet Jr. & Grant Stevens - Ep. 10 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:06:00 -0700

In this week's episode we brought on Clifford Blanquicet Jr. and Grant Stevens to discuss the need for updated technology in the world of commercial real estate along with the power of networking.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To check out BizExchange Network, click here:

https://www.bizexchange.network/

Chris Alman - Ep. 9 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 15:02:00 -0700

In this week's episode I brought on Chris Alman, the owner of Equip Financial Partners to discuss how business owners can become better equipped for their exits

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get more information from Chris, reach out to him below:

LinkedIn: www.linkedin.com/in/chrisalman

Website: https://www.equipfp.com/

Phone Number: (251) 373- 8363

Kirk Conole - Ep. 8 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 14:59:39 -0700

In this weeks episode I am joined by Kirk Conole at DCI Solutions to discuss how to help business owners maximize the value of their businesses and increase their net worth.

The podcast is aimed at helping investors and business owners think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get more information about DCI Solutions from Kirk:

LinkedIn:https://www.linkedin.com/in/kirkconole

Website: https://www.dcisolutions.net/

Phone Number: (888) 395-0809

Yonah Weiss - Ep. 7 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 14:20:55 -0700

In this week's episode we discuss Cost Segregation and the value it brings to property owners. We dive in with an industry expert, Yonah Weiss at Madison SPECS, and learn about his journey from a teacher to a real estate expert who has saved clients hundreds of millions of dollars on taxes.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To get more information about Cost Segregation, reach out to Yonah below:

LinkedIn: https://www.linkedin.com/in/cost-segr...

Website: https://yonahweiss.com

Podcast: / @yonahweiss1

Mando Sallavanti III - Ep. 6 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 14:11:26 -0700

In this week's episode we learn all about how Mando gained valuable skills and business experience during his college years by reselling sneakers, where he learned about customer service, negotiation, and running a business. We dive into how Mando is able to help others plan for their future and best achieve their financial goals.

Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Mando Sallavanti:

LinkedIn: https://www.linkedin.com/in/sallavanti

Email: asallavanti@financialguide.com

Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

Patrick Roberts - Ep. 5 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 14:01:47 -0700

In this episode Patrick talks about his upbringing from Jamaica to East New York, his education at Johns Hopkins and Duke, his professional journey, and how he transitioned from owning two litigation law firms to investing in real estate, multi-family apartments, and eventually car washes. He explains how he was looking for consistency in cash flow and found car washes to be an attractive option. He also discusses his prediction of an upcoming increase in rates, leading him to sell his apartment complexes and place his money elsewhere.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Patrick Roberts:

LinkedIn: https://www.linkedin.com/in/patrick-r...

Email: patrick.roberts@hedgestone.com

Website: https://www.carwashwealth.com/podcast

Phone Number: 212-933-9696

Denis Shapiro - Ep. 4 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 11:12:56 -0700

In this week's episode I had the pleasure of speaking with Denis Shapiro, who is an author and alternative investment expert, to discuss how to help accredited investors increase their income through less traditional pathways.

Denis began investing in real estate back in 2012, when the market was just beginning to recover from the GFC (Global Financial Crisis). He built a cash flowing portfolio including many alternative assets, such as Note and ATM funds, mobile home parks, life insurance policies, tech start-ups, Industrial property, short term rentals, and more. He co-founded an investment club for accredited investors in 2019. Following the success of his investor club he launched SIH Capital Group. SIHCG provides accredited investors with a simplified strategy to invest for passive income.

Denis has observed key changes in the alternative asset market in the decade of recovery from the GFC. The JOBS Act of 2012 opened many alternative assets up to everyday investors, but clear expertise and guidance is still hard to find nearly a decade later.

This observation compelled Denis to write The Alternative Investment Almanac: Expert Insights on Building Personal Wealth in Non-Traditional Ways in 2021. His book is based on his own experience becoming a successful alternative asset investor and interviews with some of the best alternative asset investors in business today.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Denis Shapiro:

LinkedIn: https://www.linkedin.com/in/denisshapiro/

Email: denis@sihcapitalgroup.com

Website: https://sihcapitalgroup.com/

Mark Mraz - Ep. 3 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 11:05:43 -0700

In this week's episode I had the pleasure of speaking with Mark Mraz at Crossing The Goal Partners. Mark is an expert exit planner who focuses on value creation over revenue generation.

Mark emphasizes creating independence for the business owner from the business, defining and documenting standard operating procedures, creating recurring revenue, and how important it is to empower your team to think like an owner. He also discusses the tremendous consequences of having an unhealthy business, which is typically plateaued due to the owner being unable to step away. The "Vacation Test" is used to determine a business owner's independence from their business, and Mark helps business owners create a valuable asset that they can sell when they retire.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Mark Mraz:

LinkedIn: https://www.linkedin.com/in/markmraz/

Website: https://crossingthegoalpartners.com/

Email: markm@crossingthegoalpartners.com

Marcus Blanchard - Ep. 2 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 10:15:48 -0700

Our second podcast features Marcus Blanchard, CFP, WMCP, ChFC. We dive into what retirement looks like, when someone can feel confident they are ready for it, and how to effectively plan for taxes.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Marcus:

LinkedIn: https://www.linkedin.com/in/marcusbla...

Website: www.focalpointplanning.com

Email: mblanchard@focalpointplanning.com

Brandon Bruckman - Ep. 1 - Tax Strategy Digest

Paul Ranieri — Wed, 19 Jul 2023 10:09:24 -0700

Our first podcast features Brandon Bruckman, an investment advisor at Insight Investment Advisors. Bruckman goes into detail about common strategies when helping retiring real estate investors deal with their tax bills. In this episode, Brandon talks about how he walks a client through a 1031 Exchange and the process of placing them into passive real estate, usually in the form of a Delaware Statutory Trust.

Be sure to like and subscribe, as well as share the content with a friend or collogue who may be interested.

To learn more about what I do with the Deferred Sales Trust, book a call with me below:

Calendar Link: https://calendly.com/pranieri/30min

LinkedIn: https://www.linkedin.com/in/paul-rani...

Email: pranieri@ecgsinc.com

To learn more and schedule a call with Brandon Bruckman:

LinkedIn: https://www.linkedin.com/in/brandonbr...

Website: https://www.investwithinsight.com/

Email: brandon@investwithinsight.com