Bernard Reisz CPA, 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, 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 real estate agents, investors, syndicators 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.
In this Episode, You’ll Learn About:
1. What is 401KCheckbook.com 2. The program and benefits 3. The AgenFinancial.com 4. The advice to be succeed in Finances
Quotes: “ We always making sure people stay compliant so well disclosed us what they’re doing or how they’re doing it “ “ Real Estate you’ve got every realized not limited to Real Estate within United States” “ One set of rules is what you can and can’t investment from the perspective of asset class “ “ You should not be a party to a transaction involving your IRA, that means you should not be a party in your personal capacity “ “ empowering investors to rich financial self-determination and achieving that through total control of their tax-sheltered accounts” “ The clock starts over for every single employer it starts at zero, whereas at the personal side it gets stucked “ “ You’ve gotta be cognizant of the multiple dimensions, the multiple things, moving parts of getting optimal structured and it’s hard to generalize “
