Tax Strategy Digest

In this episode of Tax Strategy Digest, I sat down with John Jones, the founder of Scissortail Executive Advisors, to discuss his journey and expertise in helping corporations optimize their 401(k) plans, with a strong focus on employee education.The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide

In this week's episode of Tax Strategy Digest, I invited Andrew Bosserman to discuss tax law, especially tax controversy (helping business owners navigate tax disputes). We also discussed Christmas trees (yes, Christmas trees) and the timber tax.The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide

In this week's episode of Tax Strategy Digest I invited Bob Knakal, the top sales broker for investment properties in New York City since 1984. It’s generally accepted that Bob has brokered the sale of more properties in New York City than any individual agent ever (2,332 - $21+ Billion). We discussed his journey to the top, his passion for real estate, what pushed him from being

In this week's episode I invited return guest Marc Kuhn, the founder of MAK Capital and MAK Construction to discuss his journey from humble beginnings to becoming an entrepreneur in the real estate world.The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize in various

In this week's episode we had Mitchell Underwood on to discuss how he is helping individuals navigate their health insurance options in what is often seen as a very confusing, burdensome task with little to no good options available.The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of gues

In this week's episode we had our first repeat guest, Mando Sallavanti III. Mando and I dove back into his LinkedIn growth, self development, authenticity in marketing, and much more. You won't want to miss this one.The podcast is aimed at helping investors think about diversification and explore new avenues for investment. The podcast features a wide range of guests who specialize

In this week's episode I invited guest Aviva Sonenreich. Aviva and the Warehouse Hotline employ social media as a platform, engaging with over +1.2 million followers on TikTok and Instagram via the handle @avivarealestate. Generously sharing her insights on one of the Commercial Real Estate industry's fastest-growing sectors. As a result, Aviva's proficiency led her to secure a pos

In this week's episode I invited guest Justin Ryder. Justin is a CCIM and dealmaker in Lexington, Ky. In the last 5 years, he has closed 150+ deals. Justin is a passionate content creator, helping dealmakers to thrive in personal branding and productivity. He recently launched a YouTube channel at https://www.youtube.com/channel/UCl0ybL-ndRdZbPIbsyj-nEA. Find him on LinkedIn and Tw

In this week's episode I invited guest Ryan Phillips. His journey began before he truly grasped the underlying purpose. At the age of 6, he confronted the harsh reality of his father's brain cancer diagnosis, spending weekends traveling to Philadelphia to visit him in the hospital. Despite the eventual loss, meticulous planning ensured that his father's legacy endured. As life unfo

In this week's episode I invited guest Eli Beyder to discuss his marketing firm, "My Media Titan" and learn how he helps businesses elevate to the next level. Eli is all about working smart, not hard. He believes in setting things up right the first time and letting the system take care of the rest – why spend time on repetitive tasks when they can be automated? Crafted as an all