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End of Year Tax-Advantaged Investing with Dave Zook

Gary's Gulch

Release Date: 11/25/2022

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Gary's Gulch

Your life has a powerful purpose and realizing that at the end, completing the journey is extremely important to you and all those you impact and leave to carry the torch when you're finished. Most of us don't know that purpose or why we encounter what we see as setbacks along the way. That's true for me, I get frustrated when my plan doesn't play out. My message to myself and Gary's Gulch today is that we're not playing out our plan, we're living out God's plan and recognizing that is key to a life of peace, abundance, joy and Agency.   Highlights How problems escalate regardless of...

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In this episode I discuss the actions you need to take in these last few weeks of the year if you want to prevent loss of your Agency through unnecessary tax payments. I give resources you can review to grow your financial Knowledge which brings Control over your resources and thus Agency. Have a listen and reach out to me if I can help you in these remaining weeks!   Highlights Spend time reviewing previous podcasts and discussions on tax strategies. Shares a client's story about selling property in a cyclical market, exploring different tax strategies and considerations. The idea of...

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Gary's Gulch

I recently completed a 3-part series with my friend and mentor, Patrick Donohoe of Paradigm Life, on the value of directly owning rental real estate. It makes sense in all economic environments - Listen in and find out why!   Highlights The concept of tier two assets and the importance of having direct control over your own real estate and businesses Importance of adapting to new economic environments rather than hoping for a return to previous ones How housing is a constant value-adding factor The importance of the overall portfolio maintaining cash flow, even if each individual...

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Gary's Gulch

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I had a very successful and experienced colleague tell me "Honest people are almost as much at risk of being taken in an investment or business scam as naive people. They optimistically assume others are like them; pessimists, critics do the same and it protects them."  Is this true? Listen in for my take on this fascinating and very important comment. Episode Highlights The risks of being an overly genuine person in business and investment Sharing his perspective on taking risks in life, considering it as an essential aspect of making life worth living Personal lesson of avoiding people...

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More Episodes

Happy Thanksgiving!

Do you believe that in order to take advantage of the best opportunities, planning your tax ahead is a must?

In today’s episode, Gary Pinkerton welcomes Dave Zook to talk about his background in taxes and how it has helped him understand how to best help his clients. He explains that it is important to know who you are working with and to make sure that your interests are aligned.

Together, they discuss why you need to know the mindset and focus of the fund sponsor when investing in Tier 3 syndications. They also speak about the basics of the tax treatment of different investments and what Dave's investors are focusing on to close out 2022.


Highlights


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