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October 26, 2023 37 mins

In this episode of H.O.W. with Haltere, titled "Exploring Real Estate Success," we delve into the realm of real estate and strategic tax planning. Esteemed guests, Jamelle Nelson and Deryl Deese, take center stage to recount their personal journeys, transitioning from tech sales to accomplished real estate investors after navigating the challenges of layoffs. This episode offers an examination of the significance of goal establishment in effective client counsel and the nuanced impact of different entity structures on tax planning. The advantages of real estate ownership for individuals with substantial incomes are meticulously discussed, highlighting the array of tax benefits and the tactical employment of depreciation expenditures The conversation extends to the transition from LIBOR to Sopher as a loan pricing index and the intricate interplay between rising interest rates and loan-to-value ratios. Throughout this insightful dialogue, the emphasis remains on the paramount importance of education, prudent guidance, and meticulous groundwork in real estate transactions. As the episode reaches its culmination, the concept of the 1031 exchange is demystified, showcasing its potential in aiding real estate investors to defer capital gains taxes. Join us for an illuminating session of insights and strategies, dedicated to fostering success in the complex landscape of financial pursuits. Your compass to achievement awaits.. 📺 New to H.O.W With Haltere?
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