Bernard Reisz - 1031, Retirement, & Tax Advising Wizard and Consultant

04/01/22 • 49 min

Bernard Reisz is our in-house wiz at using retirement accounts in syndications, funds, and other investments. His mission to you as an investor is to be EMPOWERED with clarity, certitude, & control.
His team is not just selling paper and contracts, but have the expertise and knowledge to ensure full compliance
Email
[email protected]

He has a fantastic educational platform as well, see connection inks below.

members.resurefinancial.com/ (Company Website)
resurefinancial.com/ (Company Website)
bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)

From his Linked Profile:
Are You a Real Estate Investor? Be EMPOWERED with clarity, certitude, & control. Join the ReSure Financial Investor Education Space for Next Level tax, legal & financial education: https://members.resurefinancial.com/
For podcast episodes: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
My goal is to empower you to optimize your finances and investing through the strategic use of tax, legal, & financial tools.
https://www.resurefinancial.com/self-directed-retirement-services/: Get direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s
https://www.resurefinancial.com/resure-1031-exchange-services/: Streamlined 1031 Qualified Intermediary Services, using smart tech & delivering expert personal assistance
AgentFinancial.com: Tax, entity, and financial services for real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. An integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
As a guest on numerous financial, tax, real estate, and legal forums I deliver straight-talk and unique insight. Many of these are accessible at: https://www.resurefinancial.com/checkbook-control-retirement-learning-center/self-directed-financial-podcasts/
Want to connect? https://members.resurefinancial.com/

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https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg

He has a fantastic educational platform as well, see connection inks below.

members.resurefinancial.com/ (Company Website)
resurefinancial.com/ (Company Website)
bbb.org/us/ny/new-york/profile/tax-consultant/resure-llc-0121-170719 (BBB A+ Profile & Reviews)

Previous Episode

Transform TAXES into Investments - Zak Shaik explains how

This episode is not for everyone.
However, if you're interested in getting your taxable income as close to ZERO as possible, check out this incredible episode.
Zak Shaik spent decades perfecting his approach and has more credentials than a room full of CPAs
Learn how to turn last year's tax bills into an investment you control and get the returns.
Sweet.
Courtesy of His Profile Page:
Mr. Shaik is President and Chief Investment Officer of Portal Capital Management, LLC. He has been actively involved in financial services, asset based lending, and real estate investment banking for over 30 years. For the past 20 years, he has operated Progressive Equity Partners, LLC, a private equity firm advising commercial real estate owners and developers regarding debt restructuring, property dispositions and debt financing alternatives. Has represented numerous private investors as a placement agent in a variety of asset based lending transactions involving real estate and corporate assets. He formed Portal Capital management upon recognizing a huge void in the Asset Basedlending markets, for short to mid term catalytic financing on performing and non performing debt.
This provides an opportunity for Real estate and Corporate Creditors such as banks and other hedgefunds to dispose of their performing and non performing assets through privately negotiated transactions to exit undesired financial obligations. Mr. Shaik developed a network of over 2500 finance and real estate professionals as well as a handful of international correspondents who also serve on Portal Capital Mgt’s advisory board. Through this
network a consistent flow of quality transactions of over $100 MM are exposed for his attention.
Additionally he brings a wealth of knowledge from operating his Independent Fiduciary Private Wealth management firm Sabur PWM that affords him a broader specialization in: ZERO Capital gains tax w/o 1031 Exchange, Income & Estate tax mitigation, 3 rd party Lawsuit and creditor protection, Tax FREE Business succession planning, Risk mgt / Insurance strategies just to name a few. A strong reputation with a successful career built over 30 years one client at a time. Families, Charitable organizations and business owners with $5 Million to more than $100 Million in net worth have consulted Mr. Shaik for Estate, Investment,
Corporate retirement and Business succession planning advice. He believes “Just as humans are holistic beings so should their financial portfolios be treated!”. To promote that message he educates clients nationwide on available options as a Fiduciary, (with the help of his team of tax, legal and estate planning profession als) to achieve favorable and preferred outcomes.

Next Episode

Neil Schoepp - From skeptical NY Firefighter to Mindset Master & Educator

Neil shares an amazing mental journey from skeptical NY City Police Officer & Fireman to deeply investing time and resources to join one of the top performing multifamily mentorship programs in the US - one that is built on a community of deep trust and close teamwork.
You'll love his story of transformation and growth, and he shares some Multifamily investing secrets of what he's doing now, and his strategy for his latest investing approach.
His success in the education, volunteering and investing space will be a must listen, and be sure to check out his website below!
Website:
BulMacProperties.com
Social Media
linkedin.com/in/neil-schoepp-b354a4134
Bio:
Neil has always been committed to helping others. He served as a police officer
for the City of New York and then as a Fireman. In 2004 he was promoted to
Lieutenant and was in charge of an Engine Company in the South Bronx. Neil
co-founded Kids Play Today a preschool which has grown to be the largest in the
county. He regularly volunteers his time with Habitat for Humanity, building homes
for those in need. In his spare time he enjoys wood turning and fishing with his two
children and wife. Neil presently owns 53 Multifamily doors. Neil is a past president of Pike County R.E.I.A. which he founded to teach others the reason real estate is the best tool to use when creating wealth.

Investing Stuff You Should Know - Bernard Reisz - 1031, Retirement, & Tax Advising Wizard and Consultant

Transcript

Okay, record to cloud. Okay, good morning, Everybody I here at the investing stuff, you know. Podcast. i'm very excited to have bernard rice with us He is from New York. He's just looks like, I think, he just moved to new Jersey, and we're really excited to have his expertise. He has a lot of letters, you know, if you look at his linkedin profile a lot of letters after his name. But I mean he just told me he mates not just the letters but it's the competence. So we're gonna let him share the