Category: Real Estate

Material Participation: A Game Changer for Your Business If you’re wanting to lower taxes, then one of the BEST strategies is to invest in real estate. Two of the more popular ways has to do with either: Becoming a real estate professional Using the short-term rental tax loophole Real Estate Professional The IRS states that…

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Real Estate Tax Savings: The Power of Accelerated Depreciation Recently, I was listening to a podcast where Grant Cardone was discussing taxes and real estate. At one point he said something that made me completely stop my uphill (moderately fast 🙂 ) walk and think for a minute.  In a nutshell, this was the point he…

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Cost Segregation: A Powerful Tax Strategy For High Income Professionals Benjamin Franklin said there were only two things certain in life: death and taxes. As a periodontist, I accepted the fact that I was going to work my entire career having to pay a boatload of taxes. I’ll never forget overhearing a conversation at a…

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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…

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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…

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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…

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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…

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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…

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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…

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“Hey Dr. Jeff, why have I never heard of that type of investment vehicle before?” I frequently get this question from new Passive Investor Circle members regarding real estate syndications. If you’re not sure what a real estate syndication is, check out this video: The reason why that person had never heard about syndications is…

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Initially, the idea about replacing my dental income with passive income from real estate sounded very appealing. But then I realized I’d have to take 3am calls from tenants with problems. Who has time to manage real estate when trying to run a practice, raise kids, stay married and attempt to stay in shape?  Fortunately,…

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