Transform TAXES into Investments - Zak Shaik explains how
Investing Stuff You Should Know03/25/22 • 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.
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03/25/22 • 35 min
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