My guest in this episode is Tim Gertz. Tim is a certified public accountant and partner of ProVision Wealth Strategist, a firm specializing in developing wealth and tax strategies for entrepreneurs, professionals, and investors
With more than 16 years of experience, Tim is a highly-trained and educated professional with a focus in public accounting, working with highly diversified market groups.
Tim and I discuss in this episode a conservation easement strategy, direct investment in oil, and gas, captive insurance strategies, donor-advised funds and the estate tax opportunity.
Interview Links:
Resources:
Share This
Related
733: Vasu Kakarlapudi: The Cashflow Doctor
My guest in this episode is Dr. Vasu Kakarlapudi. Vasu is an entrepreneur who specializes in ear, nose, throat, head & neck surgery, commercial real estate, and personal growth. His passion to pay his knowledge and experience forward led to the formation of Apta Properties – whose mission is to extend those passive income opportunities…
732: Chris Prefontaine: Real Estate In The Trenches
My guest in this episode is Chris Prefontaine. Chris is the best-selling author of Real Estate On Your Terms and The New Rules of Real Estate Investing. A real estate investor with over 28 years experience in the field, Chris is the founder of Smart Real Estate Coach and host of the Smart Real Estate…
731: Mark Podolsky: Land Investing Cashflow
My guest in this episode is Mark Podolsky (a.k.a. The Land Geek). Mark has been buying and selling raw land full-time since 2001. He has completed over 5,500 land deals and his company, Frontier Equity Properties, has an A+ rating with the Better Business Bureau. He is also the author of Dirt Rich, the ultimate…
Connect
