Cover art for podcast Wealth Matters By Alpesh Parmar

Wealth Matters By Alpesh Parmar

173 EpisodesProduced by Alpesh ParmarWebsite

Welcome to Wealth Matters, where you can learn how to build generational wealth and generate passive cash flow

40:29

113: Planning For Biden Tax Changes with Bernard Reisz

Get holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide.

Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.

Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers.

Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.


(00:01-03:29) Opening Segment

- Introduction of the host into the show

- Alpesh introduces the guest of the show, Bernard Reisz

- Bernard shares something interesting about himself


(03:30-32:20) Real Estate Investing Journey and Planning For Biden Tax Changes

- How and Why Bernard invested in real estate

- What makes private real estate great?

- Tax Mitigation Strategy

- What does Bernard think will happen under Biden Tax Changes?

- Is the opportunity zone will tamper?

- Will the state tax tamper as well?

- How can an investor navigate through the possible Biden tax changes?

- Bernard's recommendations about possible Biden tax changes

- Importance of Due Diligence and Diversification

- The importance of tax diversification

- Will migration from a blue state to a red-state might happen due to the Biden tax changes?

- "Don't do anything rash just for tax benefit"

- Exercise due diligence

- "Tax tools are about investment"


(32:21-32:39) Break

(32:40-32:59) Second Segment

- Welcoming listeners and guest back to the show


(33:00-39:32) Fire Round

- Will Bernard change the business strategy after Coronavirus?

- Bernard's favorite real estate, finance, or other related books

- Tool or website Bernard recommends

- Bernard's advice to beginner investors

- How does Bernard give back?

- How can Wealth Matters Podcast listeners reach out to Bernard?


(39:33-39:56) Closing Segment


Reach out to Bernard by googling ReSure Financial Advisors LLC or visiting https://www.401kcheckbook.com/

Educational emoji reaction

Educational

Interesting emoji reaction

Interesting

Funny emoji reaction

Funny

Agree emoji reaction

Agree

Love emoji reaction

Love

Wow emoji reaction

Wow

Are you the creator of this podcast?

Verify your account

and pick the featured episodes for your show.

Listen to Wealth Matters By Alpesh Parmar

RadioPublic

A free podcast app for iPhone and Android

  • User-created playlists and collections
  • Download episodes while on WiFi to listen without using mobile data
  • Stream podcast episodes without waiting for a download
  • Queue episodes to create a personal continuous playlist
RadioPublic on iOS and Android
Or by RSS
RSS feed
https://anchor.fm/s/6c060d8/podcast/rss

Connect with listeners

Podcasters use the RadioPublic listener relationship platform to build lasting connections with fans

Yes, let's begin connecting
Browser window

Find new listeners

  • A dedicated website for your podcast
  • Web embed players designed to convert visitors to listeners in the RadioPublic apps for iPhone and Android
Clicking mouse cursor

Understand your audience

  • Capture listener activity with affinity scores
  • Measure your promotional campaigns and integrate with Google and Facebook analytics
Graph of increasing value

Engage your fanbase

  • Deliver timely Calls To Action, including email acquistion for your mailing list
  • Share exactly the right moment in an episode via text, email, and social media
Icon of cellphone with money

Make money

  • Tip and transfer funds directly to podcastsers
  • Earn money for qualified plays in the RadioPublic apps with Paid Listens