E311 Bernard Reisz – Investing in Great Assets, Elevating Your Tax Strategy & Leveraging the True Value of the NPV of What You Do with Tax Savings

In this episode, Bernard Reisz and Tyler discuss the importance of resourcefulness, surrounding yourself with the right people, and seeking professional advice for making informed real estate investment decisions. They also talk about strategic tax planning and optimization in real estate, including examples of 1031 exchanges and cost segregation studies. 

 

✅KEY POINTS ✅    

✅ Understand the true value of tax savings and how it elevates your life. 

✅ The immense power of strategic tax strategy and optimization in real estate. 

✅ Overlooked tax tools and recognizing there is no one perfect solution for everyone. 

✅ The importance of people, connections, and finding hidden opportunities within investment. 

✅ Recognizing your value and using it in a meaningful way. 

 

LINKS TO BOOKMARK 

Keep up with the Elevate Podcast: https://elevatepod.com/ 

Interested in investing with Tyler? Visit https://www.cfcapllc.com/ 

Ready to boost your web presence? Visit www.sharpwilkinson.com/ 

 

FIND BERNARD 

Twitter https://twitter.com/BernardReisz  

Facebook https://www.facebook.com/ReSureFinancial  

LinkedIn https://www.linkedin.com/in/bernard-reisz-cpa/  

ReSure https://www.resurefinancial.com/  

 

NAMES & BOOKS 

Nassim Taleb, “Incerto,” https://www.penguinrandomhouse.com/series/INO/incerto  

Leonard Mlodinow, “The Drunkard’s Walk,” https://www.amazon.com/Drunkards-Walk-Randomness-Rules-Lives/dp/0307275175  

 

💥QUOTES💥 

💥 “I'd say there's no particular ‘aha’ moment. I'm ready to say that even on a daily basis, it's constantly learning and it's really from interacting with individual investors.” - Bernard Reisz 

💥 “So, there's the upside of understanding the true value of tax savings. The other side is not to get too hyper focused on the tax savings so that you kind of miss the bigger picture of your life.” - Bernard Reisz 

💥 “A great way to elevate your life is to value yourself, recognize your own value, get out there, be yourself, and show the world what you can offer it.” - Bernard Reisz 

💥 “Ultimately, it's about elevating our lives. It's not about who dies with the most in their bank account. It's about living to the fullest.” - Bernard Reisz 

💥 “The real opportunity lies where markets are not so efficient, where there's opportunity to get in there and add value; that's going to be private. So, that's most likely real estate.” - Bernard Reisz 

 

ABOUT BERNARD 

Bernard Reisz, CPA, founded ReSure Financial to deliver real estate tax and financial tools based on professional expertise, going beyond execution of real estate tax tools to include expert and unbiased investor education. 

 

BROUGHT TO YOU BY CF CAPITAL  

CF Capital is a national real estate investment firm, with a mission to provide property investment and asset management solutions to help investors like you maximize through high-value multifamily communities.  

If you are looking for risk-adjusted alternative investments and seeking tax optimized cash flow without all the hassle of management, you might benefit from investing alongside our team.  

You’re invited to reach out and learn how you can invest with us by visiting cfcapllc.com.  

 

SPONSORED BY SHARP WILKINSON 

This episode of Elevate is sponsored by Sharp Wilkinson, a boutique digital marketing and sales agency specializing in leveraging data to optimize and deliver the results that matter to you and your business.   

For the organization that needs to cut through the noise, Sharp Wilkinson is your marketing partner—always ready to take action—and help you grow with proven, data-driven marketing and sales strategies.   

Ready to see your business grow? Growth starts at sharpwilkinson.com.