94 | The Alternatives To Alternative Investing with Bernard Reisz

Published: July 9, 2020, 10 a.m.

Bernard's Background:

  • CPA and founder of 401kcheckbook.com which helps you with alternative investing, estate, and tax planning

In this episode we cover:

  • 00:03:06 The different roads of tax deferral
  • 00:06:46 The grey line on 1031 restrictions
  • 00:08:19 Facts and court cases to support IRS jurisdiction
  • 00:12:10 Leveraging estate planning to defer tax
  • 00:13:47 Renting to yourself with an irrevocable trust
  • 00:16:23 Death, taxes, and step us basis
  • 00:18:58 Weighing your options
  • 00:23:12 A family lesson

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*****Thank you so much for listening to the Making Money in Multifamily Real Estate Show! This show covers everything to do with Multifamily Real Estate Investing to help you, the listener, become an expert in your real estate ventures. The host, Dave Morgia, brings on guests who are already experts in their respective fields to discuss what principles and practices they follow that have helped them achieve their success so far.