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Adam Torres and Bernard Reisz discuss tax havens.
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Show notes:
Investing in tax havens is the path that many have used to achieve their financial goals. In this section, Adam Torres and Bernard Reisz CPA, CPCU, Founder of ReSure Financial, explore investing in tax havens.
About Bernard Reis
Put with him QRP, SDIRA, 1031, LLC, tax planning, financial advice. You will get information and expertise for the action from the start! Gain full financial and tax experience by focusing on real estate, entity structuring, and self-directed retirement accounts. Implementation of Corner Control Retirement Accounts, compliance advice and tax strategy, including SDIRA, QRP-LLC, IRA-LLC, IRA-Trust, QRP and Checkbook 401k plans – nationwide.
Bernard empowers individuals to optimize their finances using proactive and innovative strategies. It provides an integrated approach to tax and financial planning for real estate professionals, focusing on their unique profiles and opportunities. Bernard is the founder of 401kCheckbook.com, which gives investors direct control over tax-protected funds for real estate and debt options using Checkbook Control IRA, QRP, Solo 401 (s) and Checkbook Life Insurance.
He is also the founder of AgentFinancial.com, which provides tax, entity, and financial services to real estate professionals, including 1031 and 453 consulting services, for real estate agents, real estate investors, and mortgage brokers. Prior to creating ReSure, Bernard was a director of CoMetrics Partners, managing various commitments involving financial advice and due diligence. Bernard advised owners of mid-market companies about advanced tax reduction strategies.
About ReSure LLC
ReSure LLC strives to empower people by leading them to financial self-determination. Among other things, they focus on self-directed retirement accounts, allowing investors to invest their money in the assets they understand best. They use a wide range of tax-advantaged vehicles to get results, including checking IRAs, Solo 401 (s), Defined Benefit, and Cash Balance Plans.
They have the experience and credentials to provide unfair advice on business and personal finance. Its principals have a broad background in management consulting, due diligence, financial analysis, forensic accounting, alternative investments, asset-based lending, and captive insurance. Real estate, private loans, asset-based loans (ABLs), merchant cash advance (MCA), litigation financing, life or life settlements, hard cash loans, or any other investment will help you enter some taxes.
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