Making Your Taxes Work for YOU!
Heather Ewing • June 30, 2024
I talk with people on Heather Ewing: The CRE RUNdown in various positions in/related to commercial real estate all over the nation. Simply said, I LOVE it!
I connected with the king of real estate tax appeals, Nick Mao. He’s a seasoned expert and partner at First Point Advisors. With 17 years of experience under his belt, Nick shares invaluable insights on navigating property tax burdens, particularly in the states of Florida and Texas. His firm, First Point Advisors, has a unique approach to collaborating with top firms across the country, ensuring that clients receive the best possible service. The episode kicks off with a detailed exploration of Nick's career journey and the strategic decisions that have led to the firm's success. We also touch on the critical role of referrals and the trust that clients place in recommendations, which underscores the firm's commitment to excellence and a competitive edge in the industry.
The discussion then shifts to the importance of maintaining a positive mindset and personal wellness to achieve professional success. Nick and our host share their daily routines and self-care practices, emphasizing how these habits not only enhance business outcomes but also nurture personal relationships. The episode highlights the significance of organizational skills and clear goal-setting, particularly in the context of expanding the commercial real estate business and preparing for the upcoming appeal season in Florida. Networking is another key topic, with a focus on leveraging platforms like LinkedIn and professional groups such as CCIM for personal and professional growth.
One of the standout aspects of this episode is Nick's deep dive into the technicalities of real estate tax consulting. He explains how First Point Advisors specializes in property tax appeals, primarily for commercial assets like hotels, apartments, office buildings, and industrial properties. Nick's firm acts as an advocate for their clients, performing real estate valuations and aiming to reduce the market value or taxable value of their assets. This meticulous approach helps clients significantly lower their real estate tax burdens. Nick also discusses the firm's unique model of partnering with best-in-market firms for areas outside their immediate expertise, ensuring top-tier service across the country.
Another highlight of the episode is the exploration of mindset and wellness. Nick emphasizes the importance of focusing solely on real estate tax appeals within his firm, which allows them to deliver exceptional client service through specialized expertise. Personal experiences and backgrounds have played a crucial role in shaping this niche focus. Nick shares his daily routines, which include early morning workouts and meticulous planning, to set himself up for success. These practices not only enhance business outcomes but also positively impact personal relationships and overall well-being.
The conversation then moves to business growth and personal planning. Nick and our host discuss the importance of organization and clear goal-setting for both personal and business growth. Having a crystal-clear vision is essential for productivity and balancing work and relaxation. Nick shares his focus for the remainder of the year, which includes growing their commercial real estate business and preparing for the upcoming appeal season in Florida. On a personal note, he talks about planning his wedding with Kristen, highlighting the balance between professional and personal commitments. Networking through LinkedIn and CCIM has been instrumental in Nick's growth, providing valuable connections and opportunities.
Throughout the episode, Nick's passion for his work is evident. He shares his journey from starting in the industry 17 years ago to co-founding First Point Advisors in 2016. The firm's growth from two people to twelve is a testament to their dedication and expertise. Nick also touches on the importance of building relationships and delivering value to clients. He enjoys the challenge of real estate tax appeals and the satisfaction of helping clients save money. The competitive aspect of his work drives him to continually improve and deliver excellent results.
The episode also delves into Nick's personal philosophy on life and success. He believes in the importance of personal health and wellness, which he achieves through physical fitness and a positive mindset. Nick's daily routines include early morning workouts, which help him start the day on a positive note and set the tone for success. He also emphasizes the importance of being present and attentive to his family, staff, and business partner. This holistic approach to life and work is what sets Nick apart and contributes to his success in the real estate tax consulting industry.
In summary, this episode offers a wealth of knowledge and inspiration for anyone involved in or interested in real estate tax consulting. Nick Mao's expertise, combined with his focus on wellness and personal growth, provides a comprehensive guide to achieving success in this complex field. From technical insights to personal philosophies, listeners are sure to gain valuable takeaways that can be applied to both their professional and personal lives.
Listen to our Podcast here:
Ep. 30 Nicholas Mau - Making Your Taxes Work for You (buzzsprout.com)
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