Build a Tax Strategy in the Multi-Family Real Estate Sector – Tom Wheelwright & Brad Sumrok

The WealthAbility Show #168:

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.

Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training.

In this episode, learn how to incorporate a tax strategy in your business plan, how Brad Sumrok applied his plan in the multi-family sector, and what makes the best investments.


Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/


00:00 – Intro.
05:10 – The first steps.
08:03 – Depreciation, cost segregation, and bonus depreciation.
14:00 – Pre-tax return & post-tax return.
15:29 – Taxes as a factor in multi-family real estate.
21:29 – Is there an impact of tax incentives on developments?
24:25 – What are the best investments?



Looking for more on Brad Sumrok?
Website: https://bradsumrok.com/
Instagram: @bradsumrok
Facebook: @brad.sumrok
X / Twitter: @BradSumrok



Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/


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DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.