How do you maximize profits and reduce tax liabilities? By tax planning ahead. Scott Carson’s guest in this episode is CPA and fractional CFP Ron Fossum, the founder of Tax Plan Wealth. Ron talks with Scott about how tax planning is where all the savings happen. There are different ways for investors like yourself to plan ahead with taxes. The key is to play by the rules and understand the tax game you’re playing. … Read More
EP 604 – Next Level Income In Multifamily Real Estate With Chris Larsen
When you look closely at the demographics, it is a safe bet that multifamily real estate will continue to be a lucrative property class for years to come. Exactly where and how do you find the best deals in this space? What should you look for in an investment deal? Chris Larsen, the Founder and Managing Partner of Next-Level Income, gives us some of his ideas on these questions. With over twenty years of … Read More
EP 504 – Getting Cash Payoffs On Assets
Note investment can be a headache, especially when you have undesirable borrowers. Host Scott Carson breaks down a recent case study where the borrower paid off their loan after being modified along with the numbers behind the deal. Sharing some exit strategies for note investing, he then rounds up on cash payoffs and discusses ways you can get it in a more promising way. Learn more about how you can increase or at least … Read More
EP 375 – Finding IRA Investors
There are a variety of people working with their money in multiple forms. IRAs and 401(k)s are no exception when it comes to that. It may even be a challenge to look for them. How then do you tap into IRA investors amidst all of this? Now that we’re at the end of the year, more people are going to be looking at their statements and would want to get back into shape for … Read More