FBF #522: Tax Cuts and Jobs Act Benefits for RE Investors + How to Gain Value from a Fractional CFO Service - with Marcus Crigler
Real Estate Investing for Cash Flow with Kevin Bupp
Kevin Bupp
4.8 • 679 Ratings
🗓️ 2 December 2022
⏱️ 57 minutes
🧾️ Download transcript
Summary
Today's Flash Back Friday Episode is from Episode #192, which originally aired on August 15, 2018.
Marcus is a senior associate with the Missouri based firm, Duckett & Ladd CPA's and advisors. After developing relationships with some of the biggest leaders in real estate investing, Marcus began to notice a problematic trend in many real estate portfolios; accounting and tax issues were being approached reactively instead of proactively.
Utilizing his firm's extensive experience in real estate as his platform, Marcus has developed a strategic approach to increasing cash flow and reducing tax liability for his clients, representing over $300 million in assets.
He and the Duckett Ladd team have a unique "partner-focused approach" that helps their clients make quicker, more accurate financial decisions so CEOs and other leaders of the organization can spend their time doing what they're most passionate about.
Here's What You'll Learn:
Today we'll be covering two very important topics. The first is the tax cuts and jobs act that was signed into law by president Trump on December 22nd and went into effect on January 1st of this year. This new law is something that accounts and tax advisors have been scrambling to dissect and make sense of it all, to better advise their clients on how to take advantage of the benefits associated with these new changes. And so, my goal is to have you have each of you leave this podcast with a much clearer picture of how to take advantage of this within your real estate investing business.
The second topic we'll be covering today, are the benefits of hiring a fractional CFO for your business. We'll share our intimate experience of using a fractional CFO service and will go into detail on how you too can leverage this type of service to take your business to the next level.
Recommended Resources:
- Accredited Investors, you're invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
- If you're a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
- Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
- Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.
- Learn more about Kevin's investment company and opportunities for Lifetime Cashflow at sunrisecapitalinvestors.com.
Transcript
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| 0:00.0 | Welcome to this week's edition of Flashback Friday. |
| 0:05.0 | It's your opportunity to get some good review by listening to episodes from the past that Kevin is handpicked to help you along your investment journey. |
| 0:13.0 | If you like to partner with Kevin and join his team at Sunrise Capital Investors, head to Invest with Sunrise.com to learn more. |
| 0:20.0 | That's Invest with Sunrise.com. Enjoy the show. |
| 0:26.5 | Our guest for this week's show is CPA and growth and profitability strategist, Marcus Kruegler. |
| 0:32.4 | Marcus is a senior associate with the Missouri-based firm, Duckett and Ladd. After developing relationships with some of the |
| 0:38.6 | biggest leaders in real estate investing, markets began to notice a problematic trend in many |
| 0:43.1 | real estate portfolios. Accounting and tax issues were being approached reactively instead of |
| 0:48.5 | proactively. Utilizing his firm's extensive experience in real estate as his platform, |
| 0:53.9 | Marcus has developed |
| 0:54.6 | a strategic approach to increasing cash flow and reducing tax liability for his clients, representing |
| 0:59.6 | over $300 million worth of assets. He and a Duckett Ladd team have a unique partner-focused |
| 1:05.4 | approach that helps their clients make quicker, more accurate financial decisions so CEOs and |
| 1:10.1 | other leaders of the organization |
| 1:11.4 | can spend their time doing what they're most passionate about. Now, I'll tell you, I was actually |
| 1:15.7 | introduced to Marcus and his team through a very high-level real estate mastermind that I'm a part of. |
| 1:21.4 | This particular mastermind is, it's comprised of some of the top real estate investors in the |
| 1:26.4 | country, many who do in excess of $20 million |
| 1:29.5 | a year of transactions, many more than that, and a large number who have abandoned their prior |
| 1:35.2 | tax advisors in CPA firms to jump on board with Marcus and his team. |
| 1:39.3 | That credibility of loan, that a lot of that shift happened to go over to Marcus and his team, |
| 1:44.6 | that credibility of loan spoke volumes to me and my partners while we were in our search for a new |
... |
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