Nik Patel is a seasoned CPA and the principal of Patel Tax and Advisory. His specialty niches are in hospitality, franchises, restaurants, and real estate, but Nik also focuses on fractional CFO services for small and medium sized businesses as well as comprehensive tax advisory. In addition to his tax profession, Nik also has an investment portfolio that consists of parking garages, self-storage, multifamily and commercial real estate.
Connect with Nik: cpapta.com
Highlights:
1:50 Nik’s Background, Starting his Firm
3:50 – Insight Into Nik’s Business
7:16 – Syndication Benefits
14:32 – Tax Efficiency, Investments
Recommended Resources:
- Accredited Investors, you’re invited to Join the Cashflow Investor Club to learn how you can partner with Kevin Bupp on current and upcoming opportunities to create passive cash flow and build wealth. Join the Club!
- If you’re a high net worth investor with capital to deploy in the next 12 months and you want to build passive income and wealth with a trusted partner, go to InvestWithKB.com for opportunities to invest in real estate projects alongside Kevin and his team.
- Looking for the ultimate guide to passive investing? Grab a copy of my latest book, The Cash Flow Investor at KevinBupp.com.
- Tap into a wealth of free information on Commercial Real Estate Investing by listening to past podcast episodes at KevinBupp.com/Podcast.