Updated over 5 years ago on . Most recent reply

Help with wealth and tax strategy in Phoenix area
Happy Friday BP!!!
I guess to put it quite simple you could say I need a mentor. Don't we all. Specifically I'm looking to have a conversation(s) with someone who can help me develop an actual plan instead of having an idea or should I say ideas. My ultimate goal is to learn how to grow wealth through "mostly" passive buy and hold real estate so that I can teach my children. I'm not looking for a ( give me 20k and I'll teach you to flip in 2 days ) education. I am looking for someone who understands tax strategies and opportunity zones. Strategies that interest me are buy and hold anything from single family to syndication. More than anything I would like to develop lasting relationships with people who's goals align with mine. I realize this post comes off as me asking for something without offering anything in return. That is not at all my intensions. I'm in the process of getting pre-approved which should not be an issue as my wife and I both have perfect credit. I own a very small but A rated business with no debt. I'm in the process of hiring and training so that I will have more time to dedicate to real estate.
This has been a very long winded way of saying I can bring time and money. What I lack is knowledge. I have been a real estate podcast junky for the past year as well as read a book or 2. I'm ready to get out of analysis paralysis!
Thank you for reading!
Jason Scott
Most Popular Reply
You've already been introduced to @Basit Siddiqi who is a good choice to get started with and I can give you CPA names in Scottsdale that do high end investment planning if you want to PM me.