171: Advanced Tax Strategies with Noah Rosenfarb
Entrepreneurs connect with me most often because:
\nThey want to pay less in taxes;
\nThey want to create passive income through real estate;
\nThey want guidance about selling their company; or
\nThey want to upgrade their financial team.
\nBased on his own needs, he built Freedom Family Office to help entrepreneurs produce predictable income, create their ideal life and build their legacy. He believes entrepreneurs are the true heroes of our time and is very passionate about serving them so they can expand their contributions to the world.
\nHe openly shares the tools, resources, and strategies he used to create his own true freedom. I\u2019ve sold eight companies, own a handful, and continue to acquire businesses, royalties, and real estate. I bring personal experience beyond being a technical expert to high-performing families that want to balance qualitative and quantitative financial advice.
\nHe lives in Parkland, Florida with his wife, Amanda, and two children. Is passionate about travel and fortunate to have visited 62 countries on 5 continents.
\nYou\u2019ll get a good feel for who he is and what he stands for if you read his quarterly updates posted under \u201carticles\u201d.
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\n(00:02 - 1:48) Opening Segment
- Introduction of the host into the show
\n- Alpesh introduces the guest of the show, Noah
\n- Noah shares something interesting about himself
\n(1:48 - 25:11) Advanced Tax Strategies
\n- Do you invest in Real Estate yourself?
\n- Why did you start investing in real estate? Did someone tell you about it?
\n- Take us through why real estate investing is so beneficial?
\n- Have you figure out any other ways that investors can take advantage of depreciation?
\n- Why do people move to Puerto Rico to save taxes?
\n- Talks about 401-K
\n- Do I have to start another business with the same name in Puerto Rico?
\n-Talks about 401-K, RRA, and ROT
\n-What has been your best real estate deal so far?
\n-What kind of mistakes did you make in real estate investments when starting out? What did you learn from them?
\n(25:11 - 26:03) Break
\n- Welcoming listeners and guest back to the show
\n(26:03 - 28:00) Fire Round
\n- Will Noah change the business strategy after Coronavirus?
\n\u2013 Noah's favorite real estate, finance, or other related books
\n\u2013 Tools or website Noah recommends
\n\u2013 Noah's advice to beginner investors
\n\u2013 How does Noah give back?
\n\u2013 How can Wealth Matters Podcast listeners reach out to Noah?
\n(28:00 - 28:20) Closing Segment
\n-If you want to learn more about the discussion, you can watch the podcast on Wealth Matter\u2019s YouTube channel and you can reach out to Alpesh using this link.
\nFacebook: @wealthmatrs
\nIG: @wealthmatrs.ig
\nTiktok: @wealthmatrs