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The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering:
🚀 Alternative investments to diversify your portfolio
💰 Tax income strategies for financial independence
🏦 Infinite banking to maximize your wealth
Join our community and get access to our free Masterclass - theWealthElevator.com/club
Welcome to those who found us through the new book! Welcome to our Ohana!
The Wealth Elevator is your ultimate guide to financial freedom. From my humble beginnings buying small rental properties in 2009 as an W2 working engineer to becoming a general partner in over $2.1 billion in assets, we reveal the three-step wealth-building system, covering:
🚀 Alternative investments to diversify your portfolio
💰 Tax income strategies for financial independence
🏦 Infinite banking to maximize your wealth
Join our community and get access to our free Masterclass - theWealthElevator.com/club
Welcome to those who found us through the new book! Welcome to our Ohana!
Brian Bradley is an experienced attorney specializing in asset protection and legal risk management. He provides expert insights into various strategies for shielding assets from lawsuits and creditors, including offshore trusts, bridge trusts, and limited partnerships. His expertise helps high-net-worth individuals and professionals understand how to legally safeguard their wealth and navigate complex legal structures.
Brian Bradley is an experienced attorney specializing in asset protection and legal risk management. He provides expert insights into various strategies for shielding assets from lawsuits and creditors, including offshore trusts, bridge trusts, and limited partnerships. His expertise helps high-net-worth individuals and professionals understand how to legally safeguard their wealth and navigate complex legal structures.
Topics Discussed
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I teach First-Gen Millionaires... Real Estate Syndications, Accredited Investor Banking, and Tax Strategies.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
Lane Kawaoka, is based in Hawaii with a current real estate portfolio of $2.1 Billion (10,000+ units) and has syndicated over $230 million in private equity and returned over $45M in distributions to passive investors.
With a Master's in Civil Engineering and a BS in Industrial Engineering, Lane left his career as a Professional Engineer to focus on his real estate portfolio. Lane partners with investors who want to build their portfolios but don't have the time or expertise to manage properties.
Here's the recent few episodes on The Wealth Elevator Podcast: Real Estate, Taxes, Investing.
0:001:06:13
Advanced Tax Strategies for Business Owners | Home Office Deductions, Augusta Rule, and More
Hosts
Hosts of this podcast episode
N/A
Guests
Guests of this podcast episode
Patrick Lonergan
Keywords
Keywords of this podcast episode
tax strategieshome office deductionsAugusta Rulepaying kids on payrollSolo 401(k)scaptive insuranceTax Cuts and Jobs Actqualified business income deductionestate and gift tax exemptionfamily officereal estate professional statustax planningretirement plansIRS auditsRoth conversionstax fraud
If you’d like a free copy of the book, just email us at [email protected] and tell us how you found us.
In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations.
00:00 Introduction to Today's Podcast
00:18 Overview of Potential Tax Changes
00:41 Extension of Tax Cuts and Jobs Act
01:26 Bonus Depreciation and Section 179
03:13 Qualified Opportunity Zone Program
03:57 State and Local Tax Cap Increase
04:33 Lifetime Estate and Gift Tax Exemption
06:19 Additional Tax Changes and Implications
08:03 Infomercial: Family Office Ohana Mastermind
08:35 FOOM and Real Estate Professional Status
11:33 Tax Strategies for Business Owners
14:00 Home Office Deduction
17:09 The Augusta Rule
21:28 Family on Payroll
24:37 Qualified Business Income Deduction
29:18 Level Two Tax Strategies
37:27 Setting Up Retirement Plans for Solopreneurs
38:46 Navigating IRS Audits and Employee Classifications
If you’d like a free copy of the book, just email us at [email protected] and tell us how you found us.
In this episode, we dive deep into various tax strategies tailored specifically for business owners. We cover essential topics such as home office deductions, the Augusta Rule, paying your kids on payroll, Solo 401(k)s, and advanced strategies like captive insurance. The first half of the podcast is dedicated to potential tax changes currently under review by the Senate. We discuss extensions of the Tax Cuts and Jobs Act, increases in qualified business income deductions, and more. In the second half, we bring on guest Patrick Lonergan to discuss specific strategies for business owners and how to optimize personal taxes linked with business operations.
00:00 Introduction to Today's Podcast
00:18 Overview of Potential Tax Changes
00:41 Extension of Tax Cuts and Jobs Act
01:26 Bonus Depreciation and Section 179
03:13 Qualified Opportunity Zone Program
03:57 State and Local Tax Cap Increase
04:33 Lifetime Estate and Gift Tax Exemption
06:19 Additional Tax Changes and Implications
08:03 Infomercial: Family Office Ohana Mastermind
08:35 FOOM and Real Estate Professional Status
11:33 Tax Strategies for Business Owners
14:00 Home Office Deduction
17:09 The Augusta Rule
21:28 Family on Payroll
24:37 Qualified Business Income Deduction
29:18 Level Two Tax Strategies
37:27 Setting Up Retirement Plans for Solopreneurs
38:46 Navigating IRS Audits and Employee Classifications
real estate syndicationspassive investingrental propertiesinvestment illiquidityhigh minimum investmentscrowdfundingtrust and relationshipslimited controltax benefitscost segregation
We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.
08:48 Cons of Real Estate Syndications
09:45 Investment Illiquidity and Portfolio Management
10:54 High Minimum Investments
12:12 Crowdfunding Websites: Pros and Cons
13:06 Differences from Rental Property Investments
We explore the downsides of investing passively in real estate syndications and why you might instead consider investing in smaller rental properties on your own. We discuss limited control, investment illiquidity, high minimum investments, and operational challenges. Despite these cons, we also briefly touch upon the advantages of syndications such as diversification and tax benefits. We highlight the importance of due diligence, building trust and relationships within investor networks, and understanding the tax efficiencies offered by syndications through cost segregation. Join us to uncover if passive real estate syndication is right for you and learn about strategies for successful investment.
08:48 Cons of Real Estate Syndications
09:45 Investment Illiquidity and Portfolio Management
10:54 High Minimum Investments
12:12 Crowdfunding Websites: Pros and Cons
13:06 Differences from Rental Property Investments
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks
In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust
37:29 Introduction to Asset Protection
37:54 The Cost and Value of Setting Up Trusts
38:22 Understanding Irrevocable Trusts
38:51 The Bridge Trust Explained
39:38 Legal and Practical Considerations
42:40 Fraudulent Conveyance and Legal Risks
50:49 Different Types of Trusts and Their Uses
56:10 Cost and Process of Setting Up a Bridge Trust
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
Understanding Asset Protection and Trusts with Brian Bradley | Managing Wealth and Legal Risks
In this episode, we dive into the complexities of asset protection and trusts with experienced attorney Brian Bradley. We explore various strategies for shielding your assets from lawsuits and creditors, including offshore trusts, bridge trusts, limited partnerships, and the pitfalls of domestic options. Ideal for high-net-worth individuals or those in high-risk professions, this episode offers valuable insights into legally safeguarding your wealth. Brian also answers audience questions about structuring entities for real estate investments, managing legal risks, and the implications of fraudulent conveyance. Created by Doug Lodmell - The Bridge Trust® combines the protection of a fully offshore asset protection trust with the simplicity of a domestic trust
37:29 Introduction to Asset Protection
37:54 The Cost and Value of Setting Up Trusts
38:22 Understanding Irrevocable Trusts
38:51 The Bridge Trust Explained
39:38 Legal and Practical Considerations
42:40 Fraudulent Conveyance and Legal Risks
50:49 Different Types of Trusts and Their Uses
56:10 Cost and Process of Setting Up a Bridge Trust
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
[Wealth Elevator Office Hours]
In this episode of Wealth Elevator's monthly office hours podcast, the host answers questions from members and offers comprehensive insights into current investment trends, particularly focusing on real estate syndication, market corrections, inflation impacts, and loan packages. The discussion covers the importance of being conservative with projections, analyzing current market conditions, and understanding the financials behind real estate deals. The host also touches on the influence of tariffs, long-term financial planning, and navigating market cycles. Designed for both seasoned investors and newcomers, this episode provides valuable strategies and considerations for making informed investment decisions in the evolving market landscape.
00:00 Introduction and Announcements
01:10 Market Conditions and Investment Strategies
02:33 Understanding Cap Rates and Property Values
05:20 Challenges with Loan Packages and Capital Raises
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
[Wealth Elevator Office Hours]
In this episode of Wealth Elevator's monthly office hours podcast, the host answers questions from members and offers comprehensive insights into current investment trends, particularly focusing on real estate syndication, market corrections, inflation impacts, and loan packages. The discussion covers the importance of being conservative with projections, analyzing current market conditions, and understanding the financials behind real estate deals. The host also touches on the influence of tariffs, long-term financial planning, and navigating market cycles. Designed for both seasoned investors and newcomers, this episode provides valuable strategies and considerations for making informed investment decisions in the evolving market landscape.
00:00 Introduction and Announcements
01:10 Market Conditions and Investment Strategies
02:33 Understanding Cap Rates and Property Values
05:20 Challenges with Loan Packages and Capital Raises
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
In this podcast episode, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities.
00:27 Tax Season Tips and CPA Advice
01:20 Breaking Up with Your CPA: A Guide
03:33 Investment Philosophy and Syndication Course Overview
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master
🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club
In this podcast episode, we replay the eighth section of the syndication LP course, focusing on investment philosophy, customizing buy boxes, and what to look for in deals. The episode also covers practical tax extension tips, how to break up with your CPA, and navigating taxes smartly with passive losses and depreciation recapture. Additionally, the discussion delves into formulating a personalized investment strategy, understanding risk vs. reward, types of value add, diversifying portfolios, and handling economic fluctuations such as inflation. For accredited investors, we emphasize the importance of building a network of like-minded individuals and negotiating better deal terms. Finally, we discuss the pitfalls of mainstream investment advice and the benefits of joining curated investor groups for better insights and opportunities.
00:27 Tax Season Tips and CPA Advice
01:20 Breaking Up with Your CPA: A Guide
03:33 Investment Philosophy and Syndication Course Overview
Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.
Check out our Top-50 Investing Podcast, The Wealth Elevator.
