51 min
260. Tax Structuring Considerations for Transferring Real Estate Wealth to the Next Generation Tax Smart Real Estate Investors Podcast
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- Business
In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:
- Tim's journey into real estate with MLG and why now is a pivotal time to invest.
- The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process.
-How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments.
If you liked our previous episodes on 721 exchanges, you'll like this one too!
More from MLG Capital: https://mlgcapital.com/
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
In this episode, Ryan and Thomas welcome Tim Wallen, CPA and CEO, along with Rick Reuter, CPA, CGMA, and Controller of MLG Capital, for a deep dive into:
- Tim's journey into real estate with MLG and why now is a pivotal time to invest.
- The challenges investors face when transferring real estate to the next generation and strategies to minimize taxes in the process.
-How funds like MLG's Legacy Fund can minimize income and estate taxes and offer practical solutions to common challenges in tax-deferred investments.
If you liked our previous episodes on 721 exchanges, you'll like this one too!
More from MLG Capital: https://mlgcapital.com/
To become a client, request a consultation from Hall CPA, PLLC at www.therealestatecpa.com/podcast
Apply to join the Hall CPA team at www.therealestatecpa.com/careers
Follow Us On Social Media
Subscribe to our YouTube channel: www.youtube.com/c/therealestatecpa
Join our Facebook group: www.taxsmartinvestors.com/facebook
Subscribe to or weekly newsletter for more tax tips: newsletter.taxsmartinvestors.com/podcast
Follow Thomas: twitter.com/thomascastelli_
Follow Ryan: www.linkedin.com/in/ryancarriere/
The Tax Smart Real Estate Investors podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests.
51 min