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CFH 048: How to avoid mistakes with Entity Selection with Bernard Reisz

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Manage episode 237748193 series 2478152
Content provided by Justin Grimes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Grimes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bernard Reisz CPA, 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, 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 real estate agents, investors, syndicators and mortgage brokers.

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59 episodes

Artwork
iconShare
 
Manage episode 237748193 series 2478152
Content provided by Justin Grimes. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Grimes or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Bernard Reisz CPA, 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, 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 real estate agents, investors, syndicators and mortgage brokers.

  continue reading

59 episodes

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