Tax Strategy Digest

Hosted by Paul Ranieri

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Oct 2024

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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.

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44 recent

October 21, 2024Episode 4423 min

John Jones - Ep. 44 - Tax Strategy Digest

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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo 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.*

August 12, 2024Episode 4329 min

Andrew Bosserman - Ep. 43 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo learn more and schedule a call with Andrew:LinkedIn: https://www.linkedin.com/in/andrewbosserman/ Website: www.bosstaxlaw.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.*

June 24, 2024Episode 4230 min

Bob Knakal - Ep. 42 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo learn more and schedule a call with Bob:LinkedIn: https://www.linkedin.com/in/bobknakal/Website: https://www.bkrea.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.*

June 10, 2024Episode 4147 min

Marc Kuhn - Ep. 41 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo 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/*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.*

May 6, 2024Episode 4022 min

Mitchell Underwood - Ep. 40 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo learn more and schedule a call with Mitch:LinkedIn: www.linkedin.com/in/thehealthadvocate*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.*

March 5, 2024Episode 3936 min

Mando Sallavanti III - Ep. 39 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo learn more and schedule a call with Mando Sallavanti:LinkedIn: https://www.linkedin.com/in/sallavanti Email: asallavanti@financialguide.comArmando 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.*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.*

February 19, 2024Episode 3832 min

Aviva Sonenreich - Ep. 38 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo 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.

February 12, 2024Episode 3731 min

Justin Ryder - Ep. 37 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo 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_ryderThis 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.

January 15, 2024Episode 3621 min

Ryan Phillips - Ep. 36 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo get in touch with Ryan:LinkedIn: https://www.linkedin.com/in/ryanjphil... 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.

December 18, 2023Episode 3521 min

Eli Beyder - Ep. 35 - Tax Strategy Digest

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.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/30minLinkedIn: https://www.linkedin.com/in/paul-rani...Email: pranieri@ecgsinc.comTo get in touch with Eli: LinkedIn: https://www.linkedin.com/in/homesbyeli/ Website: Mymediatitan.com Phone Number: 669-333-6846This 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.