PODCAST · business
Tax Strategy Digest
by Paul Ranieri
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.
Episodes
-
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...
-
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...
-
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...
-
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…
more -
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...
-
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…
more -
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...
-
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…
more -
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...
-
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…
more -
Patrick Lange - Ep. 34 - Tax Strategy Digest
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...
-
Andrew Zihmer - Ep. 33 - Tax Strategy Digest
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…
more -
John Bailey - Ep. 32 - Tax Strategy Digest
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. The podcast is aimed at helping investors think…
more -
Carlos Sera - Ep. 31 - Tax Strategy Digest
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...
-
Alex Koynoff - Ep. 30 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The...
-
Ethan Gao - Ep. 29 - Tax Strategy Digest
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...
-
Dan Lewkowicz - Ep. 28 - Tax Strategy Digest
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…
more -
Thomas Castelli - Ep. 27 - Tax Strategy Digest
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...
-
Reid Bennett - Ep. 26 - Tax Strategy Digest
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...
-
Mike Downey - Ep. 25 - Tax Strategy Digest
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…
more -
Jonah Pollone - Ep. 24 - Tax Strategy Digest
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…
more -
Yuri Kapilovich - Episode 23 - Tax Strategy Digest
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…
more -
Sean Lichterman - Ep. 22 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide...
-
Michael Pyle - Ep. 21 - Tax Strategy Digest
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...
-
Bernard Reisz - Ep. 20 - Tax Strategy Digest
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...
-
Justin Dixon - Ep. 19 - Tax Strategy Digest
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...
-
Omkar Shinde - Ep. 18 - Tax Strategy Digest
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…
more -
Seth Proctor - Ep. 17 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about diversification...
-
Evan Drury - Ep. 16 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about...
-
Jesse Futia - Ep. 15 - Tax Strategy Digest
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. The podcast is aimed at…
more -
Wendy Barlin - Ep. 14 - Tax Strategy Digest
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…
more -
James Pollard - Ep. 13 - Tax Strategy Digest
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. The podcast is aimed at helping…
more -
Chris Gure - Ep. 12 - Tax Strategy Digest
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...
-
Marc Kuhn - Ep. 11 - Tax Strategy Digest
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…
more -
Clifford Blanquicet Jr. & Grant Stevens - Ep. 10 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about diversification and explore new avenues for...
-
Chris Alman - Ep. 9 - Tax Strategy Digest
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 The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a…
more -
Kirk Conole - Ep. 8 - Tax Strategy Digest
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...
-
Yonah Weiss - Ep. 7 - Tax Strategy Digest
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. The...
-
Mando Sallavanti III - Ep. 6 - Tax Strategy Digest
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...
-
Patrick Roberts - Ep. 5 - Tax Strategy Digest
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...
-
Denis Shapiro - Ep. 4 - Tax Strategy Digest
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...
-
Mark Mraz - Ep. 3 - Tax Strategy Digest
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…
more -
Marcus Blanchard - Ep. 2 - Tax Strategy Digest
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. The podcast is aimed at helping investors think about diversification and explore new avenues for...
-
Brandon Bruckman - Ep. 1 - Tax Strategy Digest
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...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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.
HOSTED BY
Paul Ranieri
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Tax Strategy Digest have?
Tax Strategy Digest currently has 44 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Tax Strategy Digest about?
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.
How often does Tax Strategy Digest release new episodes?
Tax Strategy Digest has 44 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Tax Strategy Digest?
You can listen to Tax Strategy Digest on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Tax Strategy Digest?
Tax Strategy Digest is created and hosted by Paul Ranieri.
URL copied to clipboard!