Do you dread tax season? Feel like you're leaving money on the table when that tax bill arrives? In this episode, Abel Pacheco sits down with Mark Myers, founder of Peak Profit Solutions and self-described "tax savings architect." If you're eager to gain insider knowledge on how the top 1% navigates the complex tax code, don't miss this conversation. You'll come away with actionable steps to legally minimize taxes and avoid overpaying Uncle Sam. The savings could be life changing. It’s time to get strategic and unleash the full potential of what Mark calls "the profit center hiding in your tax return."

[00:00 - 15:59] - Opening Segment

• Mark introduces himself as a tax savings architect
• Outlines his role in reducing taxes legally without replacing CPAs
• Discusses ideal clients like high income W2 earners and business owners
• More income provides more opportunities for tax savings

[15:60 - 30:45] - The Importance of Being Strategic With Taxes

• For business owners selling assets, do pre-sale planning
• Shift income assignment to more tax efficient entities
• Allows for continuing tax deferral compared to owing at sale

[30:45 - 32:51] - Tax Savings “Coupon #1”

• Use the "Augusta rule" to rent primary residence to your business
• Creates up to $40k in tax-free rental income each year

[32:51 - 37:35] - Tax Savings “Coupon #2”

• Donate appreciated assets to charity to get a larger deduction
• Deduction can be 4x your cost basis in the donated asset
• Limited to 30% of AGI for these types of donations

[37:35 - 41:34] - Tax Savings “Coupon #3"

• Invest in solar projects to get 50-60% tax credits
• Plus accelerated depreciation and cash flow from energy payments
• Overall can get back more than invested in tax savings

[41:35 - 47:47] - Final Thoughts

• Emphasizes being proactive, not reactive with tax planning
• Have a consultation on strategies for future years

Key Quote:

"My goal is always to reduce my client's taxes by at least 25%, but sometimes I can reduce it by as much as 80%." - Mark Myers

Connect with Mark through his Website!

Connect with me:

www.5talents.capital

LinkedIn

Instagram

Watch 5T CRE on YouTube

Leave us a review and receive your free ebook

Email us --> abel@5tcre.com

5 TALENTS CAPITAL | ABEL PACHECO

If you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:

1. View our informational video and case study at https://5talents.capital/grow-your-wealth/
2. After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco.
3. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.

I Help People Build Wealth And 10X THEIR MONEY By Establishing Multiple Income Streams Through Multi-Family Real Estate Investments.

Our blueprint to financial freedom is streamlined so you can get going in multifamily commercial real estate investments fast.

Support the Show.

In this episode, host Abel Pacheco interviews Sandhya Seshadri, a Dallas-based apartment syndicator and founder of Engineered Capital and ACE Operators. They discuss Sandhya's journey from arriving in the US with just two suitcases to managing over 140 million in multifamily assets. Sandhya provides insights on multifamily asset management, operations, and key performance indicators (KPIs).

[00:00 - 09:52] - Sandhya’s “Origin” Story

• Introducing Sandhya Seshadri to the show
• Sandhya's journey from arriving in the US to managing over $140M in multifamily assets
• Sandhya's companies Engineered Capital and ACE Operators

[09:53 - 22:38] - Build Wealth Through Consistency and Leveraging Strengths

• Success requires consistent daily effort over months and years
• Spend focused time daily to build skills and momentum
• Leverage your strengths like specialized local market knowledge
• Partner to fill experience gaps

[22:39 - 31:00] - How To Excel At Asset Management

• Balance lender requirements with unexpected operational challenges
• Maintain open communication with lenders
• Provide an exceptional resident experience for higher retention
• Incentivize staff based on renewals over new leases

[31:01 - 49:06] - Monitoring Key Performance Indicators

• Track total monthly revenue collections closely
• Review variance reports on operating expenses
• Maintain high occupancy rate per lender requirements
• Give yourself deadlines and take structured action

Key Quotes:

"It's a lot of consistent daily tiny incremental steps towards that goal and not being distracted." - Sandhya Seshadri

"Whatever it is that you want to do in real estate … give yourself a deadline and have a structured approach to it." - Sandhya Seshadri

Connect with Sandhya through LinkedIn, Instagram, & Website!

Connect with me:

www.5talents.capital

LinkedIn

Instagram

Watch 5T CRE on YouTube

Leave us a review and receive your free ebook

Email us --> abel@5tcre.com

5 TALENTS CAPITAL | ABEL PACHECO

If you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:

1. View our informational video and case study at https://5talents.capital/grow-your-wealth/
2. After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco.
3. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.

I Help People Build Wealth And 10X THEIR MONEY By Establishing Multiple Income Streams Through Multi-Family Real Estate Investments.

Our blueprint to financial freedom is streamlined so you can get going in multifamily commercial real estate investments fast.

Support the Show.

Joseph Bramante shares his inspiring journey from corporate engineer to real estate entrepreneur who now leads a company with over 1500 units and $230M+ in assets. He discusses how he bought his first property at only 25 while living overseas, motivated by a desire to take control of his financial future. He also provides an inside look at pivoting into ground-up multifamily development, explaining the increased complexity versus acquiring existing properties.

[00:00 - 07:52] - Getting Started in Real Estate Investing

• Saw managers buying rentals, decided to do the same
• Bought first property at 25 while overseas just to accelerate retirement
• Didn't fully understand at first but knew he had time and would figure it out

[07:53 - 16:12] - Pivoting into Multifamily Development

• Lower cap rates made new construction attractive starting around 2016
• Shorter duration deals allow faster capital recycling and higher returns
• Speed is crucial - changes can significantly impact projects

[16:13 - 19:23] - Different Objectives: Development vs Cash Flow

• Development focused on faster growth and capital appreciation
• Cash flow investors prioritize ongoing passive income
• Different investors suited for each strategy

[19:24 - 41:21] - Tips for New Investors & Market Analysis

• Take action even if it seems difficult - did first deal from overseas at 25
• Be bold and jump in - you'll figure things out as you go
• Ignorance can help you push forward before overthinking the risks

Key Quote:

"I recognized I needed to do something different … I never thought to start a business or had this big master plan that I was going to have all of these units. I just started with one." - Joseph Bramante

_________________________________

Connect with Joseph on his Website!

Connect with me:

www.5talents.capital

LinkedIn

Instagram

Watch 5T CRE on YouTube

Leave us a review and receive your free ebook

Email us --> abel@5tcre.com

5 TALENTS CAPITAL | ABEL PACHECO

If you are ready to start your investment journey with 5 Talents Capital, here are the next steps you should take:

1. View our informational video and case study at https://5talents.capital/grow-your-wealth/
2. After viewing the video follow the prompts which will lead you to a scheduling link to meet one on one with Abel Pacheco.
3. Register for our investor portal here investor portal once registered you will be able to review some of our past deals and you will receive alerts for upcoming investment opportunities.

I Help People Build Wealth And 10X THEIR MONEY By Establishing Multiple Income Streams Through Multi-Family Real Estate Investments.

Our blueprint to financial freedom is streamlined so you can get going in multifamily commercial real estate investments fast.

Support the Show.