fbpx

Author: Jeff Anzalone

  • Opportunity Zone Tax Benefits: A Game-Changer for Investors

    Opportunity Zone Tax Benefits: A Game-Changer for Investors

    When I finished training, I was focused on getting rid of $300k worth of student loan debt and developing a solid financial plan. Unfortunately, most high-income professionals miss out on a key part of planning for building wealth: a tax reduction plan. If you know that your BIGGEST expense is going to be your federal…

    View Post


  • 117 Robert Kiyosaki Quotes For Building Wealth

    117 Robert Kiyosaki Quotes For Building Wealth

    Each time I have a call with a new Passive Investors Circle member, one of the first recommendations I make is for them to read Robert Kiyosaki’s Rich Dad Poor Dad. The majority of real estate investors cite this book as the catalyst to begin pursing passive income.  Rich Dad Poor Dad has sold over 40…

    View Post


  • Interest Rate Caps: A Simple Solution for Rate Protection

    Interest Rate Caps: A Simple Solution for Rate Protection

    I recently attended Brad Sumrok’s Rat Race 2 Retirement Apartment Syndication meeting in Dallas. If you’re wanting to get started investing in real estate syndications, being around other like-minded people is a great way to jumpstart your success. In case you missed it, here’s my interview with Brad: One of the investment terms he mentioned…

    View Post


  • 5 Minute Read: Goals! Book Summary – Brian Tracy

    5 Minute Read: Goals! Book Summary – Brian Tracy

    Thousands of successful people have been asked what they think about most of the time. And the most common answer is that they THINK about what they WANT – and HOW to get it – most of the time.  On the other hand, unsuccessful, unhappy people think and talk about what they DON’T want most…

    View Post


  • 5 Ways To Defer Capital Gains Tax When Selling Real Estate

    5 Ways To Defer Capital Gains Tax When Selling Real Estate

    John Sculley once said, “Timing in life is everything.” And when it comes to investing, developing the best timing to finalize tax planning can determine how effective they’ll be.  I love passively investing in commercial real estate. Especially real estate syndications.  Depending on when a property is sold, it can generate huge profits along with…

    View Post


  • 7 Top Real Estate Investing Tax Strategies

    7 Top Real Estate Investing Tax Strategies

    A wrist injury while snow skiing was the catalyst that eventually led me to real estate investing. This event showed me that I was relying only on my dental income to support my family. In order to mitigate risk, acquiring additional income streams from real estate seemed to be the way to go. But little…

    View Post


  • How To Invest In STR Real Estate (AirBnb)

    How To Invest In STR Real Estate (AirBnb)

    How To Invest In STR Real Estate (AirBnb) When it comes to real estate investing, it can become confusing as to the best way to invest plus which asset class to choose from. I started out in multifamily real estate syndications as it was one of the more popular asset classes at the time. But the…

    View Post


  • What Is A Preferred Return In Real Estate Investing?

    What Is A Preferred Return In Real Estate Investing?

    What Is A Preferred Return In Real Estate Investing? If you’re a doctor or other busy professional, you may be looking for ways to invest money to secure your financial future. You may have heard that alternative investments, such as real estate, are good options, and that’s true—but it’s important to understand the different types of…

    View Post


  • Bonus Depreciation is Phasing Out: Here’s What You Should Know

    Bonus Depreciation is Phasing Out: Here’s What You Should Know

    When I started a dental practice, I thought the goal was to have the highest production possible. At least that’s what all the “dental gurus” were telling us to focus on. That meant spending tens of thousands of marketing dollars annually to get patients in the chair. Next, we then had to provide top notch…

    View Post


  • How To Create A Multifamily Real Estate Investment Strategy

    How To Create A Multifamily Real Estate Investment Strategy

    I’ve had several calls lately with Passive Income Circle members that are fed up with the stock market volatility. This “wake up” call has started them down the road to develop multiple strategies in an attempt to preserve their wealth.  Many are looking into the best way to invest in real estate but don’t know…

    View Post


  • The Augusta Rule: 14 Day Tax Free Home Rental Strategy

    The Augusta Rule: 14 Day Tax Free Home Rental Strategy

    The Augusta Rule: 14 Day Tax Free Home Rental Strategy Last year, a pre-dental student worked at our office and eventually got into dental school in Augusta, Georgia.  She knew that the Masters tournament was held there but had not heard of the Augusta Rule in real estate. Frankly, I hadn’t either until I began…

    View Post


  • Self Storage Cap Rates: An Essential Tool for Real Estate Investors

    Self Storage Cap Rates: An Essential Tool for Real Estate Investors

    Do you remember what the first cell phones looked like? They reminded me of some type of military satellite phone that were stored in bags that you could carry on your shoulder. I first saw one watching Miami Vice as a kid when Crockett (or was it Tubbs?) was driving around in their Ferrari making…

    View Post