Adam Tkaczuk - We Think There Is About A 3% Per Year Tax Benefit To This | #176

The Meb Faber Show - Better Investing

The Idea Farm

Management, Investing, Business

4.8 • 978 Ratings

🗓️ 18 September 2019

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 176, we welcome our guest, Adam Tkaczuk. Adam and Meb kick off the episode with an overview of opportunity zones. Meb then asks about the best way to source investments in OZs. Adam provides some background, resources, and some wisdom that it is important to look closely at fees and be careful about diligence into OZ investments. He notes that there are all types of projects available, not just real estate, and that location can have a huge impact. Meb asks Adam about location based sources of capital. Adam describes examples of what that is and some examples of how business can use this practice to find money to fund business projects. Adam then gets into the role he plays with small business owners in helping them navigate tax credits, find project funding, and maximize after-tax income. He talks about tax and investment strategies, and business sale tactics such as considering OZs and a structured sale. Next, Adam talks about some case studies on helping clients find tax credits. As the conversation winds down, Meb asks Adam to get into the general flow of how he works with clients. All this and more in Episode 176, included some great resources and Adam’s most memorable investment. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mebb Fabor Show, where the focus is on helping you grow and preserve your wealth.
0:12.7	Join us as we discuss the craft of investing
0:15.6	and uncover new and profitable ideas,
0:18.4	all to help you grow wealthier and wiser.
0:20.8	Better investing starts here.
0:23.0	Mepp Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:31.0	Due to industry regulations, he will not discuss any of Cambria's funds on this
0:35.5	podcast.
0:36.8	All opinions expressed by podcast participants are solely their own opinions and do not
0:41.0	reflect the opinion of Cambria Investment Management or its
0:43.6	affiliates. For more information visit cambria Investments.com.
0:49.4	Hey podcast listeners hope we're keeping cool this summer time. We got a fun show for you today
0:55.3	We're gonna go deep with the principle of Sterling Point Capital prior to that he served as a financial tax consultant for Fortune 500 companies, as well as
1:05.4	family-owned, private-owned businesses helping them reduce their taxes across their
1:10.9	investments in business ops.
1:13.0	He's also served a director of portfolio services at Alpha Architect.
1:16.0	You can go back and find lots of old episodes with that crew, Jack, West, etc.
1:21.0	Welcome to the show, Adam Tococchik.
1:23.2	Thanks a lot Meab and you did a great job on the last name, pronouncing it.
1:26.4	I've been practicing my Polish all week. There's a fun little Polish bar in Los Angeles that has some of the best vodka that has some sort of like
1:36.4	buffalo grass in it. If I can remember the name of it I'll add it to the show notes.
1:40.0	But anyway glad to have you. I want to hear first and foremost you're in DC, but once upon a time, how does a physics guy get into taxes? Give me the origin story of that.
	...

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