Unlock the secrets to building long-term wealth with real estate mogul Jim Sheils in this latest Legacy Wealth Code episode. Having triumphed over the challenges of Andrew's heart surgeries, my co-host and I, Michael Notbohm, are thrilled to bring you a conversation brimming with strategies for cultivating a robust portfolio. Jim, a partner with Southern Impression homes, takes us through his remarkable journey from seizing foreclosures to pioneering within the build-to-rent sector, crystallizing why patience and top-tier investments are non-negotiable for legacy builders.

Imagine a world where construction loans are a relic of the past. That's the reality we've created at our firm post-acquisition by Sumitomo Forestry, a game-changer for buyers weary of the traditional hassles. In this conversation, we peel back the layers on our edge in securing favorable mortgage rates for clients, while dissecting Florida's housing market with precision. With insights on rental inventory management and risk assessment, we equip you with the foresight to navigate the housing landscape with confidence.

This episode isn't just about the nuts and bolts of the market; it's a masterclass in investment strategy. From the allure of single-family homes and duplexes to the high-demand quad properties, we lay out the blueprint for selecting markets poised for growth. Join us as our guest imparts the wisdom of balancing the scales between holding power and recognizing market corrections, affirming the enduring rise of real estate as a cornerstone of wealth. For any investor, from the greenhorn to the grizzled veteran, this is your map to charting a course toward a prosperous real estate legacy.

Onward!

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Embark on a wealth-building adventure with Patrick E. Donohue, the valuation virtuoso and Hill Capital Corporation's pioneering founder, as he lays out the roadmap to amassing riches in business and in real estate. Our shared stories of youthful business escapades set the stage, reinforcing the age-old wisdom that an asset's true worth is what a buyer is ready to fork over. Patrick's dual expertise in fundraising and investing brings a unique perspective to the art of the capital raise, advocating for the kind of simplicity in pitches that resonates with investors. You'll find yourself nodding along as we dissect the anatomy of a successful investment deal and underline the necessity of trust and emotional resonance in the business world.

It's not all dollars and deals, though; in this episode, we also shine a light on the community-centric side of entrepreneurship. Through initiatives like One Million Cups and the Entrepreneurs' Organization, we foster relationships that often bloom into fruitful partnerships, such as the one with Mercury Mosaics. Whether you're a seasoned entrepreneur or just taking the first steps in the business arena, this episode promises invaluable insights into the multifaceted world of securing investments and cultivating enduring business relations.

Onward!

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Join us on a journey to financial success and legacy building as we sit down with the incredibly insightful Alexis Gallati, a tax strategist with a knack for making tax planning an accessible and powerful tool for everyone. Imagine a world where even ordinary individuals can leverage the same tax strategies employed by the wealthiest among us to secure their financial future. That's what we unpack in this enlightening conversation with Alexis, where we break down the significant differences between a tax preparer and a tax strategist.

In our journey to financial stability, Health Savings Accounts (HSAs) and retirement plans often go underutilized. Fortunately, we have Alexis to guide us through the intricacies of these tools and how to maximize their potential! From saving receipts for future use to fully leveraging employer-matched retirement plans, we navigate the terrain of cash balance plans—a complex yet potentially rewarding venture that demands careful management. We even delve into the world of deductions that can be claimed for personal expenses through businesses, a topic sure to pique the interest of small business owners and the self-employed!

Tax strategy doesn’t have to be complex, and it’s not just for the super-rich. Whether your income comes from a W2 or 1099s, we’ve got you covered. We explore retirement planning and tax strategies tailored for individuals with mixed-income sources. Alexis also enlightens us on the wide spectrum of deductions that can be taken for personal expenses through a business—from the home office and mileage to per diem for travel. Wrap up your listening experience with our deep dive into Opportunity Zones and 1031 Exchanges, alternatives that could offer tax-free income and appreciation. It’s a comprehensive financial masterclass you wouldn’t want to miss! Remember, your path to a financially secure future and legacy building may just be a podcast episode away. Tune in, and let's begin this journey together!

CONNECT WITH ALEXIS

Alexis@CerebralTaxAdvisors.com
CerebralTaxAdvisors.com
CerebralWealthAcademy.com
617-699-3487 (TEXT)

in/Alexis-Gallati /CerebralTax

Onward!

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