Realty Speak

Realty Speak


Episode 045 – Protect Your Hard Earned Capital Gains – Count the Ways

August 18, 2022

If you don’t plan for the sale of real estate then you risk a big capital gain tax bill. An unwelcome circumstance that is entirely avoidable. How?

Today Michael Burwick, Partner, Greenspoon Marder LLP and Kent Fitzpatrick, Managing Director, Asset Strategy Advisors not only review for us the many capital gain deferral strategies you have heard about before on Realty Speak but also share another strategy you’ll want to understand completely. Listen, learn and discover in this episode how to plan in advance of a sale and keep more of what you have worked so hard for.


To Reach Michael
Michael Burwick

Partner, Greenspoon Marder LLP

Email michael.burwick@gmlaw.com

Phone 305-789-2761

Website https://www.gmlaw.com/attorneys/michael-burwick/

LinkedIn https://www.linkedin.com/in/michael-burwick-07b0498/


To Reach Kent

Kent Fitzpatrick

Managing Director, Asset Strategy Advisors

Phone 781-235-4426, ext 126

Email kaf@assetstrategy.com

Website https://assetstrategy.com/kentfitzpatrick/

LinkedIn https://www.linkedin.com/in/kent-fitzpatrick00001/

To Reach Bill:
As always – Bill, the host of Realty Speak, is ready to be a resource to you when you finance, sell or purchase investment real estate and help you navigate around what you already own.

Email bill@billweidner.com

Call/Text 917-232-8529.

Visit Bill’s website www.billweidner.com
Connect with Bill on LinkedIn https://www.linkedin.com/in/billweidner/
Facebook https://www.facebook.com/RealtySpeak
ALL EPISODES: https://realtyspeak.nyc/episodes/

Additional Resources from Bill:
NYC Local Law 152 – Periodic Inspection of Gas Piping Systems – Solution @ https://www.keepmygas.nyc/

Property Owner and Property Manager Resource Page
https://realtyspeak.nyc/property-owner-and-manager-resources/

Commercial Mortgage Quote – CLICK HERE to connect with Stuart Gelb, my investment property loan partner, when considering the financing of any part of your existing portfolio or when purchasing a new building or site. Stuart will loop me in to help you with the process.
Who is Stuart? Listen to his Realty Speak Episode HERE.

Thinking of selling your investment Property?
CLICK HERE to contact me to discuss your goals so I can craft a plan to sell your investment real estate and also make sure that at closing you have a plan for the sale proceeds and that you shelter as much of those proceeds from capital gains tax as possible.