Transform TAXES into Investments - Zak Shaik explains how
03/25/22 • 35 min
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.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
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.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
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Edmund Chien - Sales, Business, and HNW Capital Coach Extraordinaire!
Ed is the man! His ideas are proven by years of experience in raising capital working with some of the largest institutions in the world.
Edmund’s Profile
Website
- edmundchien.com/ (Company Website)
Bio: (Courtesy of Ed's LI Profile)
Do you struggle with finding enough qualified prospects? The number one reason why most business fail is because they don't generate enough sales.
I help real estate investment professionals drastically increase their prospecting and sales without being pushy.
I'm a retired private equity executive with over 15 years of experience raising capital from high net worth investor. I coach anyone looking to connect with accredited investors up to and including managers of a family office. I have also worked with numerous companies in construction, automotive, luxury fashion, mental health, retail art and currently mentor senior commanders (O5+) in all four branches of the US military.
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
Next Episode
Bernard Reisz - 1031, Retirement, & Tax Advising Wizard and Consultant
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/
Live free. Get Educated. Master Your Money.
Subscribe to our Podcast here!
https://investingstuffyoushouldknow.buzzsprout.com
Youtube Videos now up as well! Subscribe here:
https://www.youtube.com/channel/UC1kV60Yxx4ntgLqAwOCR1Pg
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