Tag Archives: Taxes

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Episode 56: The Ultimate Episode Guide You MUST Revisit and Listen To



The Copper Beech team is going back to the classics in this highlight reel episode!

In this episode, John and Michael Parise revisit a series of episodes you must listen to in order to help you gain insight to overcome and solve potential concerns about your generational wealth planning.

You will learn:

  • The importance of estate planning – episodes 14 and 26
  • All things within the tax world and tax law changes – episodes 27, 36, and 42
  • Conversations about life insurance – episode 19
  • Why business owners should revisit their business succession plan – episode 33
  • Understanding the generational components of trusts – episodes 12 and 13
  • What you should really know about 1031 exchanges – episode 52
  • And more!

Listen today and find out why and how all these episodes introduce and talk about things  clients are always concerned about!

Resources: Copper Beech Financial Group | John Parise | Michael Parise 

Episodes:

Episode 12 | Episode 13 | Episode 14 | Episode 19 | Episode 22 | Episode 23 | Episode 26 | Episode 27 | Episode 30 | Episode 31 | Episode 33 | Episode 34 | Episode 36 | Episode 42 | Episode 52 


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Episode 52 – A Deep Dive Into the 1031 Exchange – With Guest Gary Callahan



While Section 1031 of the Tax Code provides tax deferral solutions for the nation’s middle-class, it’s also a helpful tool for economic and job growth.

In this episode, John and Michael Parise sit down with Gary Callahan, the senior vice president of Inland Securities Corporation. Today, Gary shares his expertise in the 1031 exchange arena. He refers to this unfamiliar tax benefit for real estate investors, even though it has been in the tax code for a long time.

In this episode, you will learn:

  • How a 1031 exchange can help you avoid real estate-related taxes 
  • Gary’s role in 1031 exchange education for real estate attorneys, accountants, and CPA’s
  • The difference between a 1031 exchange transaction and trust structure 
  • Diversification of assets as a Delaware Statutory Trust (DST) benefit 
  • The timeline of a 1031 exchange: What are its deadlines 
  • And more!

Tune in and find out how Gary and his team at Inland can help YOU and your clients in their 1031 exchange! 

Resources: Copper Beech Financial Group | (856) 988-8300 | John Parise | Michael Parise | Gary Callahan | Inland Securities Corporation