The Intelligent Investor Podcast

End of the Year Bookkeeping and Tax Prep with Maya Weinreb

In this episode, we are going to talk about End of Year Bookkeeping and Tax Prep. We sit down with Maya Weinreb, founder of Solvency Now Bookkeeping, to discuss the most important thing you can do RIGHT NOW to get your books ready for tax season and common bookkeeping issues people make in real estate investing. Because if you are anything like me, you would rather keep what you worked for rather than give it away to the tax machine in D.C. 

 

5:08 - Advice for 2023 Taxes

10:39 - Why your bookkeeper and CPA should meet together

17:58 - Making sure your business structure is correct for taxes

20:46 - Budget vs. Financial Planning 

25:37 - How to get in front of your tax problems

31:00 - Tax Loopholes and offset

33:40 - 1099 Taxes

“If you don't have bookkeeping, one, I don't know how you manage your company [but some people do], but two, there's nothing else that you can do without having that.”

About Robnett’s Real Estate Run Down

With over 27 years in the real estate industry, Shannon shares actionable advice on wholesaling, fix and flips, single-family, multi-family, and more. Hear real people talk about all facets of the market, including analysis, challenges, management, and investment successes. Every conversation provides the foundation for a thriving career.

Guest Bio: Maya Weinreb

Maya started Solvency Now Bookkeeping 5 years ago with the mission to provide perfect and complete financial records which results in the business owner’s peace of mind. They do full-service bookkeeping, meaning AP, AR, payroll, payroll taxes, sales tax, 1099’s, tracking financial transactions, and anything a business owner needs to handle their company finances. They also partner with CPAs and tax preparers so that their clients are covered in those areas.

 

Website - https://solvencynow.com 

FB - https://www.facebook.com/solvencynow 

Insta - https://www.instagram.com/solvencynow_bookkeeping 

YouTube - https://www.youtube.com/channel/UCrddILpwqG96-BECYqIQ0-g 

Company LinkedIn - https://www.linkedin.com/company/solvency-now-bookkeeping 

Living Life by Design with Melanie McDaniel

In this episode, Melanie McDaniel, the founder of Freestyle Capital Group, will discuss high-net-worth individuals looking to invest passively in private offerings, as well as people interested in a non-conventional lifestyle who are seeking passive income in order to live their dream life. Tune in and learn the purpose of passive investing.

 

How to Build Better with Ahmed Seirafi

Ahmed Seirafi, principal of Andalusia Development Company, talks about how to build better by finding your niche, knowing how to scale and how to develop better and quality projects.

Questions You Should Have Asked Your Insurance Agent with Jeremy Goodrich

Do you want to learn how to manage risk and get a clear strategy for commercial real estate investment?

In this episode, we are joined by the Founder and CEO of Shine Insurance, Jeremy Goodrich, who has been on the journey of helping commercial real estate investors,  will discuss the 3 most expensive mistakes commercial real estate investors make and how to avoid them.

The Future of PropTech with Zain Jaffer

Proptech investor, Zain Jaffer, is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. 

In this episode, we discuss:

• Proptech
• Multifamily
• CRE
• Asset management 

 

About Our Guest: Zain Jaffer

Zain is a lifelong entrepreneur who started his first venture when he was just a teenager. He co-founded mobile advertising startup Vungle, which was acquired by Blackstone in 2019 for $780M. Shortly afterward he started Zain Ventures, his family office that boasts a diverse portfolio of real estate investments and proptech startups. He is also currently a partner at Blue Field Capital, and hosts the PropTechVC podcast.

 

If you liked what Zain had to share today, go ahead and visit his website and give him a follow as well on Twitter and LinkedIn. 

 

Website: http://www.zain-ventures.com/ 

Twitter: https://twitter.com/zainjaffer?s=20

LinkedIn: http://www.linkedin.com/in/zainjaffer

Getting Yourself Ready to Invest with Joe Saul-Sehy

We are going to take a step back. You all know that Passive Investing in Real Estate is the best way to earn a steady cash stream without having to toil over renovating a property or worry about managing tenants or even gambling  in the Stock Market, where you have zero control. But how do you get started? Is  your financial house in order? Do you have a plan in place to get you to the place where you CAN invest and build a passive income stream for financial independence?

 

In this episode, we are joined by Joe Saul-Sehy. Joe created Stacking Benjamins, one of the most listened-to podcasts in the personal finance sphere. His book Stacked, Your Super Serious Guide to Money Management, is now on Amazon.

 

About Our Guest: Joe Saul-Sehy

Joe Saul-Sehy learned from failure. Destroying his credit immediately after leaving home, he had to learn about money the hard way—and much of it as he was telling other people how to manage their money as a financial advisor. After 16 years in the industry, he moved to financial media, creating Stacking Benjamins, one of the most listened-to podcasts in the personal finance sphere. Kiplinger has called the show the “best personal finance podcast,” and Fast Company has described it as striking a “great balance between fun and functional.” Joe lives in Texarkana with his spouse, Cheryl, and cat, Cooper. 

 

Email: info@trespday.com 

Website: https://www.trespday.com/

The Benefits of Investing in Industrial Real Estate with Chad Griffiths

How do you make a living from industrial real estate? The answer can be found in smart deal-making and understanding the needs of landlords and tenants. 

 

Our guest, Chad Griffiths, has been an industrial real estate broker since 2005 and an investor since 2014. As a member of a global commercial real estate company and a partner with his local firm, he's completed 500+ deals with clients ranging from small companies to large institutional owners. In this episode, Chad shares how smart deals can help you to succeed in the industrial real estate industry.

Axel Monsaingeon: Protecting Investors Investments

Are you planning to invest in a specific industry? In this episode we talk with Axel Monsaigneon, founder of The Real Estate Effect, a real estate asset management investment firm based in Montreal, Quebec. Axel has a background in the corporate world and in various industries, and shares his experiences and how he could help you protect your investment.

Paul Shannon: Repositioning Your Assets to Generate High Income Returns

Are you a yield-seeking investor? Paul Shannon, the proprietor of Redhawk Real Estate, discusses many tactics and experiences that helped him succeed in the real estate industry. This episode presents a chance for other investors to get involved, provides yield to those seeking income, and diversification investment beyond traditional assets.

Billy Keels: Increasing Your Cash Flows Through Leveraging

Billy Keels, the Founder of KeePon Cash Flow, has been in the corporate world for 26 years and will share his insights and secrets to increasing your cash flows in real estate business by being in control of your time. In this episode, Billy shares how you can achieve financial and time freedom by leveraging what you have, such as your time, talent, skills, and resources.