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business
Hosted by Asset Strategy · business · EN · 15 episodes
Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay!WHERE TO FIND US: https://linktr.ee/assetstrategyBOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call
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Signup to Generate a PitchAssets and Taxes is a business podcast hosted by Asset Strategy, with 15 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
Asset Strategy hosts Assets and Taxes, a business show with 15 episodes published.
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Assets and Taxes
In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA© sits down with Demetrios Salpoglou the CEO of Boston Pads. They breakdown the entire process of how anyone can make wealth through Real Estate. Connect w/ Asset Strategy: Website: www.assetstrategy.com Connect w/ Boston Pads: Website: www.bostonpads.com Sponsoring real estate investment companies, receive management fees from DST structures. While these fees are thoroughly disclosed upfront, they can have an adverse effect on cash flow levels.Getting potential DST investors fully acquainted with the DST structure and being comfortable with it, is one of our main objectives. We will present all DST properties to clients with a private placement memorandum in addition to our educational materials and conversations. The full disclosure document includes detailed information about all relevant aspects of the DST, including disclosures of risks. We welcome any questionsyou have along the way by calling 855-676-1031 when considering ownership of a beneficial interest in a DST.DST 1031 properties are only available to Accredited Investors (typically defined as having a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years; or have an active Series 7, Series 82, or Series 65. Individuals holding only a Series 66 registration may not automatically qualify; verify your status with your CPA and Attorney. If you are unsure if you are an Accredited Investor and/or an accredited entity, please verify with your CPA and Attorney.There are material risks associated with investing in DST properties and real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potentially adverse tax consequences, general economic risks,development risks, long hold periods and potential loss of the entire investment principal. Current offerings are not represented by the photos. Future offerings will differ from those shown and may look significantly different.Because investor situations and objectives vary this information is not intended to indicate suitability for any individual investor. Tax or legal advice should not be construed from this material. If you have questionsregarding your specific situation, discuss them with your tax and legal advisors. Advisory Services offered through Asset Strategy Advisors, LLC (ASA), a SEC Registered Investment Advisor. Securities offered through Concorde Investment Services, LLC. (CIS), member FINRA/SIPC. Insurance Services offered through Asset Strategy Financial Group, Inc. (ASFG). ASA, CIS and ASFG are separate companies. IRC Section 1031, IRC Section 1033, and IRC Section 721 are complex tax concepts, therefore you should consult your legal or tax professional regarding the specifics ofyour particular situation.ia-sd-r-a-892-4-2026
Assets and Taxes
<p>If you're an aspiring entrepreneur, want to become a business owner, or are just starting your business, then this episode is going to break down exactly everything that you need to do from a legal and financial perspective when it comes to starting your business.Our Financial Wellness Tool: https://assetstrategy.com/myblocks/Our Financial Guides: https://assetstrategy.com/financial-guides/ Once you're ready, we can offer you some professional guidanceBook a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/Call the Asset Strategy Team: 781-235-4426Connect With Asset Strategy:Website: https...
Assets and Taxes
<p>In this episode of Assets and Taxes, Asset Strategy Financial Consultant Kaelan Fitzpatrick, CFP®, sits down with Magic Eden's Joe Doll. They talk about the regulatory landscape of crypto and how it's evolved over time. They also talk about how people have thrown away millions of dollars in Bitcoin. And talk about what crypto investors can do when it comes to having a good crypto financial strategy.</p><p><br></p><p>Joe Doll: https://www.linkedin.com/in/joe-doll-820a1a35/Magic Eden: https://magiceden.us/?grOur Financial Wellness Tool: https://assetstrategy.com/myblocks/Financial Guides: https://assetstrategy.c...
Assets and Taxes
<p>If you're a business owner and you're still not sure about AI, the long story short is that if you're not using AI in your business, you will be so far behind. In this episode, Kent Fitzpatrick, AIFA®, GFS®, MSCTA©, sits down with Paul Baier. Paul is one of the leading minds in this AI revolution. He's the president and CEO of GAI Insights. They talk about everything from where AI is heading to actionable tips and insights on how to use AI to scale your business.(0:00) Intro(2:15) Is It Too Late To Adapt To AI(2:59) Why Is AI No...
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