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Bernard Reisz

36 Podcast Episodes

Latest 26 Nov 2022 | Updated Daily

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066: Leveraging Tax Strategies for Alternative Businesses with Bernard Reisz

Real Estate Runway

Bernard Reisz from ReSure Real Estate Financial & Tax Solutions joins the show to discuss alternative business and investment strategies to help amplify life and maximize wealth. As the chief educational officer, he will talk about tax planning strategy holistically, not just letting one little strategy drive the deals you're doing. Bernard discusses how tax planning strategies are a network of interconnected concepts that impact every investor differently, and how getting lost in the weeds can prevent you from seeing different personalities and enjoying what you love. However, he stresses that everything is driven by financial outcomes, and if someone wants to make objective financial decisions without the pressure of the tax system, they should look at long-term returns, not just short-term tax savings. If you want to be educated on all the different tax strategies available to you, then this episode is for you! [00:01 - 04:27] Opening Segment Welcoming Bernard to the show Tax strategies for alternative businesses It’s more like a matrix than a rabbit hole [04:28 - 21:06] Honing On Tax Strategies Viewing strategies holistically Everything is driven by financial outcomes Saving taxes is more on the returns Taking the power of leverage into a 10-31 exchange 10-31 exchange is not a tax strategy - it's a real estate financing tool Understanding the high-level particulars of a situation Looking at the bigger picture and seeing how they come together [21:07 - 29:43] Closing Segment Get to know more about Bernard with the Quattro Trio! See the links below to connect with Bernard Final words Quotes: “Cause everybody is different. Everybody has got their profiles, their own goals…that’s what it is about. It’s about networking it, rather than viewing it as distinct silos.” - Bernard Reisz “Take the broad picture. See the trees, see the forest, and then see how they come together. It’s not siloed, and everything is unique.” - Bernard Reisz Connect with Bernard through LinkedIn and Facebook, or visit www.resurefinancial.com. Get more resources on tax strategies by visiting members.resurefinancial.com. LEAVE A 5-STAR REVIEW + help someone who wants to explode their business growth by sharing this episode. Find out how team Quattro can help you by visiting www.TheQuattroWay.com.  Real Estate Runway Podcast is all about alternative business and investment strategies to help you amplify life, and maximize wealth! Click here to find out more about the host, Chad Sutton.

29mins

3 Aug 2022

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How to start a business using your own 401k or IRA with Bernard Reisz

Financial Dads

Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.)This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool.Bernard is a Principal at ReSure Financial.Prior to founding ReSure Financial, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence.https://www.resurefinancial.comhttps://members.resurefinancial.com/events/retirement-account-rollovers-strategies-fails?instance_index=20210705T200000Zhttps://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-projecthttps://fitsmallbusiness.com/rollover-business-startups-robs/#401kToStartABusiness #FinancialDads #ReSureFinancial #ROBS #StartAFranchise #IRSROBS #SelfDirected401k #SelfDirectedRetirement

45mins

29 Apr 2022

Similar People

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Episode 49: How to Start a Business Using your 401k with Bernard Reisz, CPA

Thinking Like a Bank

Bernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow. Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education. 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. This episode talks about: Examples of Alternative Investments What is Rollovers for Business Startups (ROBS) 401(k)? How can you use ROBS to fund your own business? The steps of how ROBS 401k works Examples of prohibited transactions using this strategy What are ROBS requirements for a qualified employer plan? The downsides of choosing ROBS for your business funding. Methods of mitigating the risks of ROBS. How to structure your company to avoid double taxation using ROTH 401(k) strategy? The importance of working with an unbiased tax professional To connect with Bernard Reisz, please visit: 👉Company Website:➡️https://www.resurefinancial.com 👉Linkedin ➡️ https://www.linkedin.com/in/bernard-reisz-cpa 👉Facebook ➡️ https://www.facebook.com/BernardReiszCPA 👉Twitter ➡️https://twitter.com/bernardreisz 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

45mins

23 Feb 2022

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41 - Due Dilligence with ReSure Financial's Bernard Reisz

Small Business, Big Life

Your host, Derick Van Ness, talks with Bernard Reisz of Resure Financial. Bernard focuses on a self-directed yet educational and guided space that allows people to take ownership of their financial outcomes.To learn more, visit https://www.ReSureFinancial.com/

34mins

12 Aug 2021

Most Popular

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Who's Bernard Reisz? | Bernard Reisz VS Barri Griffiths #198

The WWRE Podcast

From Bernard Reisz: QRP, SDIRA, UBIT, UBTI, UDFI, 1031, LLCs, entity structuring, financial products, tax strategy & planning, installment sales, financial advisory, estate planning, investing... all of these must be navigated expertly & integratively. The people that you talk to about financial tools & strategies all have something to sell you, making objective info hard to find. Get objective info from a guide that knows every neck of the woods and has nothing to sell you, delivering unbiased expertise. Be EMPOWERED with clarity, certitude, & control. Join the FREE member zone: https://members.resurefinancial.com/ My goal is to empower you to optimize your finances, using proactive and innovative strategies. 401kCheckbook.com: Gives investors direct control of tax-favored funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. Delivered with the expertise & integrity, and accounting for the nuances of your personal tax profile and the tax rules applicable to tax-sheltered accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Self-directed retirement accounts are not one-size-fits-all and have far more tax nuance than promoters want you to know. 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. Please add any links you want me to share in the episode's description, including your social media. https://www.linkedin.com/in/bernard-reisz-cpa/ https://members.resurefinancial.com/ https://www.facebook.com/BernardReiszCPA/ https://www.401kcheckbook.com/ https://www.instagram.com/resurefinancial/ _____________________________________________ #RealEstatePodcast | #RealEstateAdvice Wanna know more about Barri Griffiths and the WWRE Podcast: https://linktr.ee/wrestlingwithrealestatepodcast The WWRE Podcast is available on all platforms

30mins

21 Jul 2021

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Ep156 Bernard Reisz on Viewing Taxes as an Investment

The Conscious Investor

Taxes, not everyone's favorite subject, but what would you do to make sure you are doing your taxes correctly?  How about getting support in making better choices? Then there is the Qualified Retirement Plan QRP. Bernard Reisz is the man to go to. He doesn't hold back in expanding the financial world and helping everyone understand in a powerful way. Including a little carrot of information about how to view taxes as an investment. Gain a better understanding of the strategies with taxes in this informative episode.There’s an alternative set of rules? What is the other side? How much does a person need to educate themselves to be successful?Why having an investment thought process is such an important key when dealing with taxes?Everyone is selling something, but are they working for you? Taxes, not everyone's favorite subject, however, it is important to get the most value with our earned money. To connect or find out more on Bernard follow these linkshttps://www.linkedin.com/in/bernard-reisz-cpa/https://www.401kcheckbook.com/To find out more about partnering or investing in a multifamily deal schedule a call here https://calendly.com/threekeysinvestments/get-acquainted-callDownload a free e-book on Why Invest in Multifamily at ThreeKeysInvestments.comPlease RSS: Review, Subscribe, Share!Support the show (and my reading addiction)! https://www.buymeacoffee.com/AskMeHowIKnow

46mins

24 Jun 2021

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Episode 043: Tax strategist and advisor Bernard Reisz discusses potential changes in the tax code.

Value Added: The Real Estate Podcast

Bernard Reisz is founder of ReSure Financial which provides his clients with a full suite of tax and financial services including entity structuring, financial products, tax strategy & planning and financial and investment advisory. We talk about how to take advantage of the "real estate professional" designation in the tax code if you qualify, the best way to put your retirement accounts to work to purchase commercial real estate, and what changes we could potentially see as the new administration has put a "target" on the real estate industry as a whole. Books: Anti-Fragile by Nassim Nicholas Taleb https://amzn.to/3rPm41X

32mins

6 Apr 2021

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What You Don't See is What You Get in Financial & Tax Services with Bernard Reisz

Two Smart Assets

Join Daniel Nickles and Chris Thompson with their guest Bernard Reisz of ReSure Financial LLC as they talk about the misinformation on self-directed retirement accounts and the difference between traditional markets and retirement plan markets. In this episode, Bernard dispels the bad advice that people usually get from those who present themselves as advisors. For Bernard, products with unidentified cons are not worth the risk; he believes these concealed aspects of a product eventually come as an unfavorable surprise in an investment. In this episode you will learn: In the financial space, what you get is what you don't see. Tax-sheltered entities and UDFIs. What to know for those who lean towards self-directed retirement plans. The misinformation that investors should be aware of. ReSure – empowerment and education, not just selling. About Bernard Reisz: Bernard Reisz, a CPA with extensive experience in the alternative investment and finance industries, founded ReSure LLC and ReSure Financial Advisors LLC. With a background in financial and tax analysis for both institutional and personal investors, ReSure is positioned to serve all self-directed retirement account needs. Connect with Bernard Reisz on: Website:              https://www.401kcheckbook.com/ LinkedIn:             https://www.linkedin.com/in/bernard-reisz-cpa/ https://www.linkedin.com/company/resurefinancial/about/ Facebook:           https://www.facebook.com/profile.php?id=100018434525079 https://www.facebook.com/ReSureFinancial/ Connect with Two Smart Assets on: Website:              https://twosmartassets.com/ Facebook:           https://www.facebook.com/TwoSmartAssets/ Instagram:          https://www.instagram.com/twosmartassets/ YouTube:             https://www.youtube.com/channel/UC5b8x2o3ByaPBcz5Lkev7uw ✅Check out our free apartment syndication sample deal: https://twosmartassets.com/sample-deal-form 📕Don't forget to grab our free passive investing guide for apartment syndications: https://twosmartassets.com/investing-guide-form

27mins

17 Mar 2021

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Breaking the Cycle of Dependency on the Self-serving Financial Industry with Bernard Reisz

How to Scale Commercial Real Estate

Bernard Reisz empowers investors to own their finances and break the cycle of dependency on the self-serving financial industry. Bernard is the Founder of 401kcheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using checkbook control IRAs, QRPs, solo 401k’s, and checkbook life insurance.He is also the Founder of AgentFinancial.com which provides tax, equity, and financial services to real estate professionals, including 1031 and 453 advisory services for real estate agents, real estate investors, and mortgage brokers. [00:01 – 02:22] Opening SegmentLet’s get to know Bernard ReiszBernard talks to us about his backgroundGiving objective information to customers[02:23 – 24:26] Breaking the Cycle of Dependency on the self-serving financial industryRemoving the conflicts of interest to avoid being exploited by the systemWhat they do for their clients/customersWhat makes a good custodianTypes of investments that don’t need custodiansSelf-managing 401k and QRP with no outside assistanceSelf-directed checkbook IRARoles of a custodian in IRAs[24:27 – 28:06] Closing SegmentBernard’s advice to people getting into the financial industryOwn it. Delegate intelligently and strategically.How Bernard stays on top of his gameHis way to make the world a better placeHow to reach out to Bernard – links belowFinal wordsTweetable Quotes:“The financial industry is fragmented. So it’s dominated by folks that have a one-dimensional focus.” - Bernard Reisz “You’ve got to own it. Delegate intelligently and strategically to find your truth.”  - Bernard Reisz“There’s no substitute for going straight to the source.” - Bernard Reisz“Once you’re out there, you get to network a lot, meet a lot of people and make valuable connections.” -  Bernard ReiszResources Mentioned: 401k CheckbookAgent Financial------------------------------------------------------------------------------------------Connect with Bernard on LinkedIn, and check out https://www.401kcheckbook.com/ Connect with me:I love helping others place money outside of traditional investments that both diversify strategy and provide solid predictable returns.Call: 901-500-6191FacebookLinkedInLike, subscribe, and leave us a review on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in! Email me --> sam@brickeninvestmentgroup.com

28mins

23 Feb 2021

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113: Planning For Biden Tax Changes with Bernard Reisz

Wealth Matters By Alpesh Parmar

Get holistic financial & tax expertise with a focus on real estate, entity structuring, and self-directed retirement accounts. Implementation, compliance advisory, & tax strategy for Checkbook Control Retirement Accounts, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP, & Checkbook 401k plans - nationwide. Bernard Reisz empowers individuals to optimize their finances, using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using Checkbook Control IRAs, QRPs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 & 453 advisory services, for real estate agents, real estate investors, and mortgage brokers. 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. (00:01-03:29) Opening Segment - Introduction of the host into the show - Alpesh introduces the guest of the show, Bernard Reisz - Bernard shares something interesting about himself (03:30-32:20) Real Estate Investing Journey and Planning For Biden Tax Changes - How and Why Bernard invested in real estate - What makes private real estate great? - Tax Mitigation Strategy - What does Bernard think will happen under Biden Tax Changes? - Is the opportunity zone will tamper? - Will the state tax tamper as well? - How can an investor navigate through the possible Biden tax changes? - Bernard's recommendations about possible Biden tax changes - Importance of Due Diligence and Diversification - The importance of tax diversification - Will migration from a blue state to a red-state might happen due to the Biden tax changes? - "Don't do anything rash just for tax benefit" - Exercise due diligence - "Tax tools are about investment" (32:21-32:39) Break (32:40-32:59) Second Segment - Welcoming listeners and guest back to the show (33:00-39:32) Fire Round - Will Bernard change the business strategy after Coronavirus? - Bernard's favorite real estate, finance, or other related books - Tool or website Bernard recommends - Bernard's advice to beginner investors - How does Bernard give back? - How can Wealth Matters Podcast listeners reach out to Bernard? (39:33-39:56) Closing Segment Reach out to Bernard by googling ReSure Financial Advisors LLC or visiting https://www.401kcheckbook.com/

40mins

28 Jan 2021

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