Adam Torres and Bernard Reisz discuss tax shelters.
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Show Notes:
Investing in tax shelters is the route many have used to achieve their financial goals. In this episode, Adam Torres and Bernard Reisz CPA, CPCU, Founder at ReSure Financial, explore investing in tax shelters.
About Bernard Reisz
Reach out to him for QRP, SDIRA, 1031, LLCs, tax planning, financial advisory. You’ll get actionable & expert info from the get-go! 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 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.
About ReSure LLC
ReSure LLC strives to empower individuals by guiding them to financial self-determination. Among others, they focus on self-directed retirement accounts, giving investors the ability to put their money in assets that they understand best. They use a variety of tax-advantaged vehicles to achieve results, including checkbook-control IRAs, Solo 401(k)s, Defined Benefit, and Cash Balance Plans.
They possess the experience and credentials to provide unbiased advice regarding business and personal finance. With their principal having an extensive background in management-consulting, due diligence, financial analysis, forensic accounting, alternative investments, asset-based lending, and captive insurance, they have a broad-based foundation. Whether your contemplating real estate, private lending, asset-based lending (ABL) , merchant cash advance (MCA), litigation finance, viatical or life settlements, hard money loans, or any other investment – they can help you incorporate some tax.
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