Tax Strategy Digest

Paul Ranieri

The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

  1. 10/21/2024

    John Jones - Ep. 44 - Tax Strategy Digest

    In this episode of Tax Strategy Digest, I sat down with John Jones, the founder of Scissortail Executive Advisors, to discuss his journey and expertise in helping corporations optimize their 401(k) plans, with a strong focus on employee education. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To learn more and schedule a call with John: LinkedIn: linkedin.com/in/john-jones-085077173 Website: scissortailea.com  *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    23 min

  2. 08/12/2024

    Andrew Bosserman - Ep. 43 - Tax Strategy Digest

    In this week's episode of Tax Strategy Digest, I invited Andrew Bosserman to discuss tax law, especially tax controversy (helping business owners navigate tax disputes). We also discussed Christmas trees (yes, Christmas trees) and the timber tax. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To learn more and schedule a call with Andrew: LinkedIn: https://www.linkedin.com/in/andrewbosserman/ Website: www.bosstaxlaw.com  *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    29 min

  3. 06/24/2024

    Bob Knakal - Ep. 42 - Tax Strategy Digest

    In this week's episode of Tax Strategy Digest I invited Bob Knakal, the top sales broker for investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties in New York City than any individual agent ever (2,332 - $21+ Billion). We discussed his journey to the top, his passion for real estate, what pushed him from being good to great, and much, much more. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To learn more and schedule a call with Bob: LinkedIn: https://www.linkedin.com/in/bobknakal/ Website: https://www.bkrea.com/ *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    30 min

  4. 06/10/2024

    Marc Kuhn - Ep. 41 - Tax Strategy Digest

    In this week's episode I invited return guest Marc Kuhn, the founder of MAK Capital and MAK Construction to discuss his journey from humble beginnings to becoming an entrepreneur in the real estate world. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To get in touch with Marc Kuhn: LinkedIn: https://www.linkedin.com/in/marc-kuhn YouTube:  @marckuhnmak   Website: https://www.makcapitalgf.com/  Newsletter: https://marckuhn.substack.com/ *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    48 min

  5. 05/06/2024

    Mitchell Underwood - Ep. 40 - Tax Strategy Digest

    In this week's episode we had Mitchell Underwood on to discuss how he is helping individuals navigate their health insurance options in what is often seen as a very confusing, burdensome task with little to no good options available. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To learn more and schedule a call with Mitch: LinkedIn: www.linkedin.com/in/thehealthadvocate *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    23 min

  6. 03/05/2024

    Mando Sallavanti III - Ep. 39 - Tax Strategy Digest

    In this week's episode we had our first repeat guest, Mando Sallavanti III. Mando and I dove back into his LinkedIn growth, self development, authenticity in marketing, and much more. You won't want to miss this one. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To learn more and schedule a call with Mando Sallavanti: LinkedIn: https://www.linkedin.com/in/sallavanti  Email: asallavanti@financialguide.com Armando Sallavanti is a registered representative with and offers securities and investment advisory services through MML Investors Services, LLC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610-766-3000. Sallavanti Financial Services Co. is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    37 min

  7. 02/19/2024

    Aviva Sonenreich - Ep. 38 - Tax Strategy Digest

    In this week's episode I invited guest Aviva Sonenreich. Aviva and the Warehouse Hotline employ social media as a platform, engaging with over +1.2 million followers on TikTok and Instagram via the handle @avivarealestate. Generously sharing her insights on one of the Commercial Real Estate industry's fastest-growing sectors. As a result, Aviva's proficiency led her to secure a position in the Forbes Real Estate Council, and she was crowned CREI's foremost Instagram Influencer in Commercial Real Estate. With her unyielding determination, she recently debuted her podcast, "Commercial Real Estate Secrets." In this show, she delves into the intricacies of CRE, catering to newcomers and those seeking a fresh perspective alike. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To get in touch with Aviva: LinkedIn: https://www.linkedin.com/in/ethicalcommercialrealestate/ Podcast: CRESecrets.com  This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

    32 min

  8. 02/12/2024

    Justin Ryder - Ep. 37 - Tax Strategy Digest

    In this week's episode I invited guest Justin Ryder. Justin is a CCIM and dealmaker in Lexington, Ky. In the last 5 years, he has closed 150+ deals. Justin is a passionate content creator, helping dealmakers to thrive in personal branding and productivity. He recently launched a YouTube channel at https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA. Find him on LinkedIn and Twitter as well. The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc. Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested. To learn more about what I do with the Deferred Sales Trust, book a call with me below: Calendar Link: https://calendly.com/pranieri/30min LinkedIn: https://www.linkedin.com/in/paul-rani... Email: pranieri@ecgsinc.com To get in touch with Justin: LinkedIn: https://www.linkedin.com/in/justin-ryder-cre/  YouTube: https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA  Twitter/X: @ jt_ryder This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.

    32 min
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About

The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

Information

  • Creator
    Paul Ranieri
  • Years Active
    2023 - 2024
  • Episodes
    44
  • Rating
    Clean
  • Copyright
    © 2025 Paul Ranieri