Tax Consequences of Death | 419
Epic Real Estate Investing
Matt Theriault
4.7 • 955 Ratings
🗓️ 3 July 2018
⏱️ 13 minutes
🧾️ Download transcript
Summary
Prepare yourself for the end of days with today's Tax Hacker Tuesday! Matt Theriault and Tim Berry explain why passing down property to your offspring before you die is a terrible idea, how to use the tax consequences of death as a planning tool, and the downside of having appreciating real estate inside a C- or S-Corporation.
Transcript
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| 0:00.0 | Hey Rock Stars, welcome back. |
| 0:01.3 | Glad you're here for another episode of Tax Hacker Tuesday. |
| 0:05.0 | And real quickly, I don't know if you listen to last week's episode, |
| 0:07.5 | but Tim put together something very special for the audience right here |
| 0:11.0 | at Epic, and he put together his tax hacker blueprint |
| 0:14.9 | on I mean a blueprint literally a custom blueprint just for you on how to hack the |
| 0:19.3 | tax code in your favor ethically legally, and even with Uncle Sam's blessing. |
| 0:26.3 | So it comes with five specific elements to create this blueprint and it's all custom just |
| 0:30.3 | for you. |
| 0:31.3 | He's going to give you a one-on-one consultation to establish where you are |
| 0:33.5 | and where you want to go. He's going to give you a custom tax action plan organized into easy to follow steps so you can keep all of the money that's |
| 0:40.8 | rightfully yours. He's going to give you an asset protection plan, |
| 0:44.7 | organized into easy to follow steps. |
| 0:46.3 | So you know how to protect everything |
| 0:48.1 | that you want protected. |
| 0:49.6 | And as he puts it so the bad guys don't come and get it. |
| 0:52.0 | And then he's gonna give you an accelerated retirement strategy |
| 0:54.4 | so you can enjoy life while you're still young enough to do so. |
| 0:56.9 | This working 40 to 50 years, it doesn't have to be that way. |
| 0:59.3 | And he's going to position your life and position your assets |
| 1:01.8 | into a format that really will accelerate your retirement |
| 1:04.5 | strategy so you can go kind of against the norm, go against the grain and beat everybody there. |
... |
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