Ep 07: Real Estate Passive Investor Tax Strategies from CPA


In our sixth episode…
I talk with Stewart Heath – Entrepreneur, Real Estate Investor, Syndicator, CPA

Stewart is the CEO of Harvard Grace Corporation (HGC). HGC provides fractional C-level executive services to multiple clients and general business advisory services. Heath is also formerly the Chief Financial Officer of Creative Trust Ventures.

Prior he was Interim Chief Financial Officer with Elk Valley Distribution, Chief Operating Officer and Chief Financial Officer with Tennessee Valley Properties, and Founder and Chief Executive Officer of Equity Real Estate.

He is CPA and Syndicator that helps Entrepreneurs find lucrative tax-efficient commercial real estate investments.

In this episode, you will learn:

????️The journey from Tax Advisor to CFO to become a Commercial Real Estate Investor

????️How can you take advantage of Bonus Depreciation as a Passive Investor?

????️Is having tax-free cash flow possible from real estate investing?

????️1031 exchange and tax deferral benefits of real estate investing

????️Taxation and tax deferral difference between stock and real estate

????️The importance of preparation and due diligence before investing

Leave a Reply

Your email address will not be published. Required fields are marked *