Bernard Reisz

CPA and principal of RESURE LLC, specializing in real-estate tax tools: 1031 Exchange, Cost Segregation, Qualified Retirement Plans (QRP), Self-Directed IRA (SDIRA), Solo 401k (Checkbook 401k), IRA-LLC & IRA-Trust (Checkbook IRA), and . There's a chasm in tax strategy that investors fall into when pursuing specialized tax products. Too often, sellers of these products don't grasp how their services interact with clients' overall tax profile, resulting in missed opportunities & decisions that are not fully informed. That is the need ReSure addresses - executing these specialized tax strategies for you with 360° understanding. Experience: My experience and credentials span several areas of the financial services industry, including both corporate and personal finance. As a New York State licensed CPA, I've provided due diligence and analytical services to institutional and individual investors, while counseling on tax-efficient investment vehicles. I began investing in "alternative assets" while performing financial analysis for a specialty finance company focused on "alts" - and haven't looked back. Real Estate Goals: My real-estate goals include continuing to educate investors so that they make fully-informed tax & financial decisions for themselves. These are a lot of noise out there and it takes a very discerning eye to distinguish between the truly helpful and the harmful. Currently Seeking: If you want "nothing-to-sell" info that empowers discerning investors to make fully-informed choices, we'd love to see you in the (free) ReSure Financial Member Space dedicated to those goals. To join the mission: https://members.resurefinancial.com/ Whether you're just learning about QRP, Solo 401(k)s and IRA-LLCs or are a self-directed veteran with compliance issues (prohibited transactions, UBIT), give us a holler. Of course, any accounting or tax questions are welcomed.