📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

Join Tony Hong, a licensed CPA with over a decade of experience, as he walks you through essential tax planning strategies in this comprehensive masterclass. Discover the importance of having a tax strategy versus just filing taxes, and learn how to save money and stay compliant. Tony delves into common tax misconceptions, the pitfalls of using TurboTax for complex tax situations, and the levels of tax management from basic to advanced. Learn about various tax-saving opportunities, including the benefits and drawbacks of different business structures, investment tax credits, income shifting, and the importance of real estate professional status. Tony also discusses practical scenarios, such as the real-world struggles of W2 employees to optimize their taxes and how certain tax strategies can significantly reduce your tax liability. This session is packed with valuable insights to help you create an effective tax strategy for the new year. Don’t miss out on tips that could save you thousands of dollars annually.

00:00 Introduction and Welcome

00:26 Meet Your CPA: Tony Hong

00:58 The Importance of Tax Planning

01:24 TurboTax vs. Professional CPA

03:12 Tax Strategies for Real Estate Investors

08:04 Advanced Tax Planning Techniques

09:42 Entity Structures: LLCs, S Corps, and C Corps

14:10 Tax Benefits for Passive Investors

19:16 Income Shifting and Investment Tax Credits

21:22 Introduction to Capital Gains and Depreciation Recapture

21:36 Unlocking Passive Losses from Syndication Deals

23:37 Grouping Elections and Their Implications

26:51 Charity and Tax Deductions

29:38 Real Estate Professional Status and Tax Strategies

33:51 Investment Tax Credits and Passive Investing

43:24 Final Thoughts and Tax Planning Advice

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this episode, we delve into the world of investing in individual stocks with expert Daniel Jiwani, author of 'Pick Stocks That Go Up' and 'Buffet's Two-Step Stock Market Strategy.' Daniel shares his journey from his first investment at 16 to becoming an accomplished investor by studying Warren Buffett's methodologies. We discuss the key aspects of successful investing, including identifying wonderful companies, buying at a wonderful price using discounted cash flow, maximizing upside by choosing growth industries, and essential risk management strategies. Whether you're interested in stocks, real estate, or other financial assets, this discussion offers valuable insights to enhance your investment strategy and make more informed financial decisions.

00:00 Introduction to Stock Investing

00:15 Guest Expert: Daniel Jiwani

01:13 The Importance of Discounted Cash Flow

02:14 Stock Market Realities

04:49 Avoiding Investment Losers

13:57 The Four-Step Investment Strategy

20:49 The WorldCom Scandal: Earnings vs. Cash Flow

21:44 Netflix's Accounting Practices

22:32 Warren Buffet's Investment Philosophy

23:01 Maximizing Upside Potential

23:11 The Coca-Cola Case Study

25:14 Angel Investors and Upside Potential

26:26 Managing Investment Risk

31:14 Economic Profits and Industry Attractiveness

32:54 The Flipping Mindset vs. Cash Flow Mindset

36:27 Investment Strategies and Portfolio Management

38:33 Conclusion and Final Thoughts

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

Hosted on Acast. See acast.com/privacy for more information.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master

🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club

In this 2026 market preview, we offer key predictions and insights into public and private investments, with a focus on AI, real estate, and key macroeconomic trends. We'll discuss recent Fed rate cuts, the concentration risk in public markets, and the implications for real estate investors. The video also covers the impact of interest rates on various asset classes, including multifamily housing, single-family homes, and the retail sector. Additionally, we delve into the increasing trend of retail capital flowing into private markets, the significance of business acquisitions by baby boomers, and the growing influence of AI and technology on investment strategies. Stay tuned for practical advice on asset allocation, the benefits of involvement in private equity, and the importance of understanding market cycles to make informed investment decisions for 2026 and beyond.

00:00 2026 Market Preview Introduction

00:24 Current Market Conditions and Predictions

01:42 Understanding Public vs. Private Markets

03:44 Valuation-Led Correction Cycle

06:05 Real Estate Market Insights

18:49 Retail Capital and Private Markets

20:44 Baby Boomers and Business Transfers

23:12 Interest Rates and Real Estate Strategies

24:08 Inflation and Investment Predictions

25:02 Single Family Homes and AI Impact

26:17 Hospitality and Private Credit Funds

28:48 Multifamily and Long-Term Investments

31:44 Community and Investor Goals

33:46 Transition to Macroeconomics

34:00 Emerging Investment Trends: AI, Crypto, and Bioscience

34:54 Manufacturing and Defense: Shifting Landscapes

35:55 AI's Impact on Investment Strategies

38:39 Energy Sector Insights: Clean Energy vs. Fossil Fuels

42:31 Commercial Real Estate: Current Trends and Future Outlook

52:27 Single Family Homes and Market Dynamics

55:49 Investment Strategies and Market Cycles

59:56 Multifamily Sector and Institutional Investments

01:06:47 Final Thoughts and Future Predictions

Connect with me:

LinkedIn: https://www.linkedin.com/in/lanekawaoka/

Facebook: https://www.facebook.com/TheWealthElevator

Instagram: https://www.instagram.com/TheWealthElevator

Lane Kawaoka is a developer and multi-family syndicator who owns 10,000+ rental units and is the leader of “Hui Deal Pipeline Club” which has acquired over $2.1 Billion AUM of real estate by syndicating over $200 Million Dollars of private equity and most importantly distributed more than $45M back to our investors since 2016.

Check out our Top-50 Investing Podcast, The Wealth Elevator.

This message is for informational purposes, assessing potential investor interest, and isn’t an offer to sell securities or investment products. Investors must review and sign all offering documents, including the Private Placement Memorandum, which supersedes previous communications. While we aim for reliability, investors should conduct due diligence. Stated objectives are illustrative; past performance doesn’t guarantee future results. Tax implications of investments can vary; we don’t offer tax/legal advice. Investors should consult certified tax professionals/legal advisors for tax outcomes based on individual circumstances.

Hosted on Acast. See acast.com/privacy for more information.