Financed Life Insurance and Charitable Planning for High Net Worth Clients

11/08/22 • 56 min

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Learn more about The Burgess Group : https://www.tbgroup.org

Connect with Nick :

Connect with Heidi :

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Learn more about The Burgess Group : https://www.tbgroup.org

Connect with Nick :

Connect with Heidi :

This podcast is brought to you by Engineered Tax Services. To learn more go to https://engineeredtaxservices.com/

Here's what we cover in this episode:

What is Cost Segregation and what are its benefits?
What kind of real estate is Cost Segregation most suited for? What's the minimum size? What is it less suited for?
How a company like ETS works with your CPA.
What's involved in a Cost Segregation Analysis and what is actually produced?
Aside from the tax benefits, there are other benefits down the road. What are they?
Heidi walks us through a case study analysis for a small apartment building. If it works for a small building like this, it'll work for larger stuff, too!
Here is a link to the full benefits analysis report from the show.

To connect with Michael and subscribe to his podcast visit : https://themichaelblank.com/

Connect with Heidi :

Linkedin : https://www.linkedin.com/in/heidihendersonets