Getting to the CORE: Recent Episodes
Terry Judge
GETTING TO THE CORE Podcast is all about getting to the CORE all things real estate investing, tax strategies and wealth creation. This podcast has been designed for entrepreneurs and business professionals looking to create REAL wealth and a freedom type lifestyle. Our guest include some the most respected real estate investors, wealth advisors and business innovators of our time, sharing some of there most valuable tips, secrets and insights. Enjoy the show!
It wasn't easy for Vinney Chopra when he first came to America from India. With only $7 in his pocket, he set out for the land of opportunity. After studying mechanical engineering, Vinnye's dream was to become an entrepreneur. Fast forward now he owns thousands of units, doing millions of deals, has written a couple of books and has been developing projects. His success isn't overnight, it took him 15 years to get to where he is at now. Join us as Vinny shares his secrets to success with all those who are willing to listen and succeed just like him! Let's get to the CORE!
In this episode, we explore:
0:20 Introduction
2:25 Vinny's story
4:50 Opportunities knock on our doors
9:10 Built portfolio 7 years
10:16 52/62 million deal
12:04 Tier Investing
14:18 Multifamily shortage
16:05 Supply of Seniors
21:05 Hotel is also like multifamily
23:02 Property Improvement Plan
24:08 Brands that Vinny buy
26:50 Changing game plan
28:26 Bonus Depreciation / Cost segregation
33:09 10/31 Exchange
36:44 Vinnychopra.com
Connecting with the Guest:
LinkedIn: https://www.linkedin.com/in/vinney-smile-chopra/
Website: https://vinneychopra.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#multifamily
#costsegregation
Investing in real estate sounds like a big, risky undertaking but Anna Kelley joins us today to share her perspective on investing in real estate. It all started back in 2003 when she first got into flipping houses for profit. As a mother who already works full-time, Anna had decided to re-focus her time on work and more time on spending quality time with her children — so after some thinking, she finally invested in properties and made enough success to replace her six-figure salary. Today Anna has built herself up from a small businesswoman to someone who controls many investments (all while still being present as a mother). But, every mother knows well, that it is never easy. Today, we’ll hear some great tips about motherhood and investing from Anna. Join us as we get to the CORE!
In this episode, we explore:
0:17 Introduction
6:52 About Anna
10:28 Flipping Houses
13:38 Tenants are stable
14:24 Forced appreciation
15:41 Looked risky to banks
19:28 Current plans
21:14 Anna's Portfolio
24:16 Assest class
25:21 Hard Economic Times
26:52 High end vacation rentals
30:03 Seller Financing
36:23 Subject Two
38:04 Diversification
41:45 Advice to starters
43:44 Greaterpurposecapital.com / REImom.com
44:32 Cost segregation
Connecting with the Guest:
Facebook: https://www.facebook.com/annakelleyreimom
Website: https://reimom.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#multifamily
#costsegregation
Jens Nielsen is a multi-family investor and a business coach, leveraging off his experience and connections he has helped other multi-family investors buy their first duplex and their next several duplexes. He owns a real estate investing company called Open Doors Capital. His company's mission is to help his clients understand how real estate can unlock capital for retirement and freedom.
Jens is a true professional, and very detail-oriented which is why we loved working with him at CORE Advisors. Like many rockstar multifamily operators, he understands the very profitable synergy between multifamily and cost segregation. In this episode we're gonna talk about getting into real estate, having multiple sources of income, networking, and a whole lot more.
In this episode, we explore:
03:09 – Open Doors Capital
05:47 – Getting Started
08:49 – Multiple Source of Income
11:00 – Networking
13:01 – Real Estate in the future
15:33 – Cost Segregation
18:00 – CPA Process
20:32 – Mastermind Classes
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/jens-nielsen-multi-family-real-estate-coach/
Website: https://odcfund.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
realestateagent
multifamily
costsegregation
Do you know what it takes to build a healthy life and lifestyle? It takes way more than just heavy lifting. Tony Stephan grew up being taught by his father to use fitness as a way of dealing with stress. This built the discipline and motivation he needed to become both successful in business and physique. Fitness became all encompassing for him; from his workouts, which carried over into everyday life. By 20 years old, he was a millionaire but quickly realized he didn't have any worthwhile assets. So he educated himself and did the work. Fast-forward today, he now has an amazing portfolio and owns multiple units. How do we turn hurt into habits, and failures to triumphs, Tony shares it all in this episode. From fitness to business advice, and how a morning routine can help you be successful, we’ll get to the CORE of it all!
In this episode, we explore:
0:19 Introduction
2:05 Tony's Story
5:09 Cash rich, asset poor
7:09 Being resourceful
9:32 What is wealth without health
12:38 Tony's Routine
17:24 Online business
18:26 Rentals and properties
21:02 Plans this year
23:45 Cost segregation
29:13 Contact Tony
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/tonystephandietitian/
Website: https://tony-stephan.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#fitness
#costsegregation
From humble beginnings, Eric Lawson has managed to keep his head up high. Eric is an influential businessman who has made his fortune in the real estate industry. It was through these influential people that he had found success early on, and it was them who pushed him onward towards greater heights. This episode will show you how investing during recession could be beneficial-to both your bank account and mental health-and we'll discuss how to care for the properties you invest in so they don't become a burden or drain on your profits. We'll also cover some formulas that'll give you a rough estimate of potential earnings from different types of investments; along with cost segregation and what's it got to do with anything? Let's go over some important fact and get to the CORE of it all!
In this episode, we explore:
0:22 Introduction
2:51 Eric's Background
4:34 Increased rates
12:01 Current rates
14:35 Eric's first real estate transaction
17:24 Short Term Rentals
21:01 Revenue from this year to last year
22:38 Formula on rentals
26:03 Cost segregation
33:37 Managing properties
36:59 Eric's Goal for this year
39:07 What is Cost segregation
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/eric-lawson-480b7b6/
Website: http://www.ericlawsonlending.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
realestate
shorttermrentals
costsegregation
What gets you up in the morning? For Matt, it’s knowing that he helps transform the lives of others with real estate. Matt is as generous as they come. He aims to build communities, not just careers or wealth. With the proper motivation, the work we do transcends to something greater than just acquiring wealth - whether it be for ourselves or somebody else. Just ask Matt and his wife Liz, who herself has forged a path together as a couple in real estate.
Today they coach hundreds of individuals and couples building wealth in real estate but it goes beyond all of that—the goal is to really make a difference. From his engineering background to his property management expertise, to banters with his wife, Matt talks about it all and how to make it in today’s market. This is exactly the type of episode that this show is all about, a balance of wealth building and quality of life.
Tune in with us as we get to the CORE of how Matt makes a difference, and how you can too!
In this episode, we explore:
01:42 – From engineering degree to real estate
03:31 – Always nervous to close deals
05:10 – What is house hacking?
07:34 – Expanding to bigger properties
10:22 – The business of property management
13:02 – Scale or dissolve?
15:52 – Two types of management companies
18:22 – Liz and Matt, the power couple
23:30 – Coaching for female investors
28:20 – Finding deals is tough
30:28 – The secret sauce going forward
32:54 – Matt’s syndication structure
35:40 – Bake rate creep into the pie
37:31 – What inspires Matt right now
39:02 – Matt’s advice to newcomers
Connecting with the Guest:
Podcast: https://www.therealestateinvesther.com/
Website: https://derosagroup.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#propertymanagement
#costsegregation
We like to dig into Wealth Advisory, Lifestyle Balance, and Growing Real Estate Investments; what does that look like for someone who's either experienced or just kind of looking to branch out in this uncertain economy? Our guest today is Tom Castelli from New York. He is a CPA-entrepreneur type individual and I love the way he thinks! They have a full-blown CPA practice and they really have honed in on short-term rentals for investing. We will dig into some strategies today that are so profound that by the end, listeners will realize how to leverage tax in smart ways and how truly game-changing it is.
Tom talks about how you can get started in short-term rentals, how the market outlook is market-specific, and how it all starts with education. There aren't many accountants who will share the information that Tom has because it's so specialized. The best part is, that we get into the CORE of it all in this episode.
In this episode, we explore:
02:37 – Tom’s journey from CPA to real estate
06:22 – CPA strategies in real estate
09:24 – Partnership with Brandon Hall
11:27 – Our ideal real estate client
12:42 – Valuable tax strategies and.. loopholes?
16:55 – 500 hours of material participation
19:38 – Cost segregation for short-term rentals
24:34 – The essence of cost segregation
27:07 – CPAs miss stuff in depreciation
30:56 – From 3115, Change in Accounting
33:10 – https://www.facebook.com/groups/taxsmartinvestors/
35:52 – Thoughts on the future
Connecting with the Guest:
Email: contact@realestatecpa.com
Website: https://taxsmartinvestors.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#taxstrategy
#shorttermrental
#costsegregation
In every episode of Getting to the CORE, we teach listeners everything they need to know about wealth and passive income. We offer insight from freedom and family to mistakes in business, especially for new passive investors. Precisely like our guest today, Camilla Jeffs who started investing in real estate at 22 years old, only for the '08 crash to happen. After getting her MBA, she decided it was time for another round (but this time) with the multifamily property; which turned out for the best! Today, listeners will learn about the four roles of a general partner and how it can be advantageous to transition from a limited partner. She touches on the responsibility of planning ahead financially (and emotionally) and finding that sweet spot between risks vs returns. From the market outlook, comparing Camilla’s experiences now vs past decisions and what it takes to be a new passive investor, we get into the CORE of it all.
In this episode, we explore:
02:16 – Camilla got into real estate at 22 y.o
05:40 – Going back into real estate after 2008
06:32 – Transitioning to multifamily real estate
09:19 – Getting past the fear of your first deal
11:27 – What does it mean to go full circle
13:31 – Steady Stream passive investments
17:38 – Moving forward and market outlook
20:14 – Transitioning from LP & Four GP roles
22:28 – ‘Capital raiser’ GP role
25:14 – Multiple markets and partners
26:27 – Changes in the playbook
28:24 – Changes in the market trend
29:42 – ‘Bullish’ on multifamily and assisted living
32:01 – Why Camilla loves cost segregation
35:33 – Recommended investors to plug and follow
36:59 – Where to start for new passive investors
39:40 – Passive investing made easy masterclass
Connecting with the Guest:
Youtube: Steady Stream Investments
Website: https://steadystreaminvestments.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#passiveincome
#costsegregation
Jeff is living his best life ever! Currently, he is working on a book (Launching Q1 of 2023) that would teach others how to let go of their own bad days. Years ago when Jeff was 30 years old, he was diagnosed with leukemia and life has been an uphill battle ever since. Today, Jeff spends his time coaching people on how to live their best lives possible — using real estate strategies. Concepts like refinancing, cost segregation, investments, and risk management are just some of the topics covered in this episode.
This is really more than just a talk; it's like a reunion of good friends where Jeff shares his story about following your passion, surrounding yourself, and supporting those around you — especially during times when circumstances change abruptly (as was the case when they moved to Puerto Rico). Jeff also quizzes Terry about market trends and alternative asset classes so you don't miss out on any secrets. Let’s get into the core of what helped Jeff and many others get back onto the right track again.
In this episode, we explore:
01:33 – Puerto Rico ‘monster’ tax incentives
04:01 – Jeff’s ‘Last life ever’ philosophy
06:09 – The Old Fashioned Real Estate Show
07:04 – What is the Secret to Life?
08:00 – ‘No Bad Day’, teaching people to give up bad days
10:56 – Jeff’s investment strategies
11:51 – Focusing on fundamentals; Refinancing
12:50 – Real Estate is forgiving long term
14:04 – The best hedge against inflation: Debt
16:40 – When you can’t predict the market: Cash
19:13 – Other asset classes to look into
22:44 – Life in Puerto Rico
24:07 – Support what’s important to your spouse
27:38 – Jeff coaching, https://www.jeffreyholst.com/
28:29 – Doing Cost segregation on all his properties
32:17 – Material Participation: A gamechanger for STRs
36:14 – What happens after bonus depreciation?
38:11 – Loophole for STRs and W2 income
42:23 – Terry’s outlook on the Real Estate market
45:39 – ATM machines and depreciation
47:18 – Growth is really important
47:59 – “It’s really easy to time the market” - Jeff
49:16 – Defensiveness: Cashflow solves problems
52:49 – https://costrecoveryexperts.net/jeff-holst-services/
Connecting with the Guest:
Twitter: https://twitter.com/jeffreyholst
Website: https://www.jeffreyholst.com/
CORE: http://taxseg.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#passiveincome
#costsegregation
Buildings are a very expensive investment. Anyone who has ever bought or renovated a building knows that at the end of the project, you’re usually left with tens of thousands of dollars unaccounted for. You lose the time value of money when those costs aren’t written off right away and fully utilized going forward. Daryl runs a one-stop shop for multifamily real estate syndication. He’s done it all and was still blown away when he learned about cost segregation. They talk about real case studies of deals where they were able to maximize every real estate tax advantage AND the time value of that investment, both for operators and partners. Having a cost segregation study in place prior to acquisition is critical. Whatever the cost is, investors can make it back tenfold on tax savings. Watch the episode and find out how.
In this episode, we explore:
00:19 – Daryl’s one-stop-shop
01:33 – Learning about cost segregation
02:54 – Depreciation and tax advantages
04:29 – Your CPA can’t do cost segregation
05:34 – Before acquiring a building
06:53 – What to know before cost segregation
In this episode, we explore:
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/dbrooks-valueaddpartners/
Website: https://yourvap.net/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#multifamily
#costsegregation
Michael Blank, a respectable syndicator and leader in the multifamily community, has raised millions and given millions of passive income dollars to his limited partners while also helping them save millions in tax savings by taking the lead as an operator and applying a cost segregation study on his multifamily investments. As an operator like Michael, applying this single action can save you and your investors thousands on every deal.
How do you get started? In this episode, Michael will teach you how to use cost segregation in the multifamily sector to gain more traction to your success in real estate investing either passively or actively.
In this episode, we explore:
02:30 – Introduction; How to get started with Multi-Family
05:44 – How important bonus depreciation is
11:06 – What does full circle mean to a new investor
16:26 – The offer of financial freedom
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/mblank1/
Website: https://themichaelblank.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
realestate
multifamily
costsegregation
Trevor Shakiba is an entrepreneur turned real estate investor. When he started his first business, he was determined to enjoy the rewards of a successful career. However he enjoyed making money more than saving it and quickly found himself dabbling into multi-family real estate. Investing in real estate is a great business, the profit margins are huge, and returns are guaranteed. What's not to love? In this episode, Trevor will teach you how to easily, systematically and with minimum risk, find self-sustaining housing opportunities that will allow you to generate your own passive income.
In this episode, we explore:
02:10 – How Trevor Started
05:14 – Transitioning to Real Estate
06:34 – Bought First Multi-Family
10:11 – Guiding clients on their investments
11:20 – Benefits of Real Estate
16:35 – Multi-family real estate as a financial strategy
17:49 – Future Projects and plans for the years to come
Connecting with the Guest:
Linkedin: https://www.linkedin.com/company/shakiba-capital/about/
Website: https://shakibacapital.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#multifamily
#costsegregation
We’ve been working with Josh for a long time. His approach to wealth building is incredible. He’s scaled his business to a point where they have full control of their operations and always utilize cost segregation on their properties. There’s a good reason why of course, depreciation remains to be one of the greatest tools in maximizing the potential of your properties. Not only that, but Josh shares the importance of building his operations and how nothing beats working with a streamlined cost segregation team in CORE and Terry Judge. All this synced together with a sound approach to building wealth makes up for a well-run empire like the one Josh has built. Watch the episode and catch his insight on cost segregation, building wealth, and working with us.
**In this episode, we explore:
01:45** – Airline pilot to buying rentals
04:03 – Longterm buy-and-hold for building wealth
05:29 – Multifamily or single family preference
07:16 – Having control over property management
09:34 – What is cost segregation for syndication
13:53 – Three pillars to being a main sponsor
17:08 – Working with the CORE Advisors team
19:43 – Josh with a new jet and chopper
Connecting with the Guest:Email: josh@epicpropertymanagement.com
Linkedin: https://www.linkedin.com/in/josh-sterling-6196a7126/
Website: https://epicpropertymanagement.com/
Connecting with CORE:Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
**#realestate
costsegregation
casestudy**
Douglas and Kyle are new-generation real estate rock stars and we've collaborated with them at CORE from the get-go. Foster Financial specializes in repositioning office assets. They discovered that just by adding amenities, the value of the office asset increases by creating value for the tenants. With this, they've provided turnkey solutions for clients and took buildings from 50% occupancy, and made them profitable. A part of the secret sauce to their success is keeping the transaction process very simple. A huge reason why we at CORE easily synergized with them, just like how office products and depreciation go so well together. This is a 'golden ticket' combination. Watch the episode and find out why.
In this episode, we explore:
02:12 – The sweet spot of value-add offices
04:36 – Being involved with Core Advisors
05:55 – Expanding Detriot office acquisitions
08:17 – Office asset class during a pandemic
11:03 – The secret sauce of simplicity
13:26 – Pivoting offices from COVID
14:57 – The golden ticket of depreciation
16:11 – Working with two family offices
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/douglasnoble84/
Website: http://www.foster-financial.com/
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#valueadd
#offices
Robert is all about that german efficiency. He started working in the family construction business, eventually moved, ‘played around’ in a real estate sandbox that is New York, where he built his empire to what it is today. He even went back to study and get his CPA and Master's. Together and Core, we found synergy with the way Robert approaches his business and clients, separating himself with a unique 1-on-1 boutique niche complemented with his almost 20 years of experience. We’ve helped Robert and REM save millions of dollars on his operations with our extensive cost segregation studies. We talk about the magic of multifamily and combining it with cost segregation. There’s a good reason why this cast such a spell and why everyone is getting into it. Don’t miss out and watch the episode now!
In this episode, we explore:
02:09 – Growing up in a construction business
04:33 – Going back for his CPA and Masters
05:46 – Boutique niche business model
07:33 – About 100 units on his first deal
09:46 – Building a track record and credibility=
11:32 – Do you really want this as a full-time job?
14:31 – Tax benefits and accelerated cost seg studies
18:24 – How to identify risks and mitigate them
21:40 – Developing relationships with brokers
Connecting with the Guest:
Linkedin: https://www.linkedin.com/in/robert-ritzenthaler-b3825935/
Website: https://invest.remcapital.com/reserve
Connecting with CORE:
Website: https://coresolutionsgroup.net/
Facebook:https://www.facebook.com/CORESolutionsGroup
LinkedIn: https://www.linkedin.com/company/core-solutions-group/
Instagram: https://www.instagram.com/terry_judge/
Youtube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
#realestate
#multifamily
#costsegregation
Tax plans might seem complex but there's a lot you can do before it becomes complicated. This is nothing that proper tax planning can’t solve. Making a proactive decision on your investor designation can save you a lot of hassle down the line. Not to mention that planning with cost segregation in mind, means that there's so much opportunity for an active investor to defer and write off taxes and income… and you could be missing out on that! There is no reason for you to make these mistakes because you simply did not have the information. In this episode, the well-revered real estate CPA in Ted Lanzaro will help dispel any confusion and provide the insight you need the next time you ‘tax-plan’ ahead by using cost segregation.
In this episode, we explore:
03:26 – Cost segregation as part of planning
06:21 – Syndicators and passive investors
07:43 – Eligibility to take on income losses
10:45 – Benefits of proactive tax planning
14:14 – How to qualify as a professional
17:32 – Qualifying your spouse
19:18 – Active rental investments
21:43 – Cost seg and Section 481 Adjustment
24:42– Tax savings that carry over 20 years
26:57 – Getting help for your tax planning
28:51 – Being proactive always pay off
30:20 – Simplifying plans around recapture
34:54 – Ted Lanzaro Website https://landmarkcpagroup.com/
Connecting with the Guest:
Email: ted@lanzarocpa.com
Website: https://landmarkcpagroup.com/
Book: Tax-Smart Strategies for Landlords
https://www.amazon.com/Tax-Smart-Landlord-Strategies-Landlords/dp/0996495606
Connecting with CORE:
Facebook: https://www.facebook.com/CORESolutionsGroup
Instagram: https://www.instagram.com/terry_judge/
LinkedIn: https://www.linkedin.com/company/core-solutions-group
YouTube: https://www.youtube.com/channel/UCCFyk0Puy8kP-xtA4Ebd0yA
Website: https://coresolutionsgroup.net/
#realestate
#costsegregation
#taxplanning
