Tax Strategy Digest copertina

Tax Strategy Digest

Tax Strategy Digest

Di: Paul Ranieri
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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 niches of real estate, financial planning, exit planning, etc.© 2025 Paul Ranieri Economia
  • John Jones - Ep. 44 - Tax Strategy Digest
    Oct 21 2024

    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 range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

    Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

    To learn more about what I do with the Deferred Sales Trust, book a call with me below:

    Calendar Link: https://calendly.com/pranieri/30min

    LinkedIn: https://www.linkedin.com/in/paul-rani...

    Email: pranieri@ecgsinc.com

    To learn more and schedule a call with John:

    LinkedIn: linkedin.com/in/john-jones-085077173

    Website: scissortailea.com

    *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

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    23 min
  • Andrew Bosserman - Ep. 43 - Tax Strategy Digest
    Aug 12 2024

    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 range of guests who specialize in various niches of real estate, financial planning, exit planning, etc.

    Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

    To learn more about what I do with the Deferred Sales Trust, book a call with me below:

    Calendar Link: https://calendly.com/pranieri/30min

    LinkedIn: https://www.linkedin.com/in/paul-rani...

    Email: pranieri@ecgsinc.com

    To learn more and schedule a call with Andrew:

    LinkedIn: https://www.linkedin.com/in/andrewbosserman/

    Website: www.bosstaxlaw.com

    *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    Mostra di più Mostra meno
    29 min
  • Bob Knakal - Ep. 42 - Tax Strategy Digest
    Jun 24 2024

    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 good to great, and much, much more.

    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 niches of real estate, financial planning, exit planning, etc.

    Be sure to like and subscribe, as well as share the content with a friend or colleague who may be interested.

    To learn more about what I do with the Deferred Sales Trust, book a call with me below:

    Calendar Link: https://calendly.com/pranieri/30min

    LinkedIn: https://www.linkedin.com/in/paul-rani...

    Email: pranieri@ecgsinc.com

    To learn more and schedule a call with Bob:

    LinkedIn: https://www.linkedin.com/in/bobknakal/

    Website: https://www.bkrea.com/

    *This information is for educational purposes. Engineered Capital Gains Solutions, Inc. does not provide legal, tax professional services, or advice. Each transaction and individual circumstances vary widely and participants are strongly urged to seek independent legal, tax, and professional advice.*

    Mostra di più Mostra meno
    30 min
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