Capital Gains Tax Solutions Podcast
Capital Gains Tax Solutions Podcast

<p>Welcome to the Capital Gains Tax Solutions Podcast</p><p><br></p><p>Are you considering selling a million-dollar-plus business, cryptocurrency, luxury primary home, commercial real estate, or another highly appreciated asset but concerned about the capital gains tax? Want to reinvest into a diversified portfolio of real estate or securities at the optimal time while making a meaningful impact with your wealth?&nbsp;</p><p><br></p><p>Each episode, Brett Swarts sits down with some of the world’s top minds in real estate, finance, wealth management, and entrepreneurship to uncover their strategies and insights. Expect fast-paced, high-impact content that’s designed to help you create and preserve more wealth. Brett and his guests will guide you through the complexities of capital gains tax deferral and wealth creation, ensuring you retain more of your hard-earned assets.</p><p><br></p><p>Meet Your Host: Brett Swarts</p><p><br></p><p>Brett Swarts is on a mission to help you make a lasting impact with your wealth when exiting highly appreciated assets using Deferred Sales Trust for his clients. As a Deferred Sales Trust Trustee and an expert in multifamily investing and brokerage, Brett simplifies complex tax deferral strategies such as the 1031 Exchange, Deferred Sales Trust, Delaware Statutory Trust, Opportunity Zones, and more.</p><p><br></p><p>What the Podcast Offers:</p><p><br></p><p>Gain invaluable insights into various tax deferral strategies, real-world deal stories, wealth-building lessons, and pathways to financial freedom—all aimed at helping you build and preserve your wealth.</p><p><br></p><p>Our Mission:</p><p><br></p><p>We empower you to exit your investments with freedom and flexibility, enabling you to make informed decisions without the stress of managing properties, dealing with liabilities, or overseeing employees. Instead, we offer a pathway to freedom, liquidity, diversification, and passive commercial real estate investing.</p><p><br></p><p>#### A Brief History of Brett Swarts:</p><p><br></p><p>Brett Swarts launched his commercial real estate career just before the 2008 crash, where he and his clients learned the hard way that the 1031 exchange isn’t always your friend when time runs out to find a good deal. Since then, Brett has closed over $500 million in Deferred Sales Trust, Delaware Statutory Trust, and Commercial Real Estate transactions. His extensive experience covers a wide array of tax-deferred strategies, making him a trusted authority in the field.</p><p><br></p><p>What You’ll Get from Our Episodes:</p><p><br></p><p>Explore how to build and grow wealth in real estate, business, and leadership. Brett brings on top-tier guests who share their expertise so you can grow personally, professionally, and financially.</p><p><br></p><p>More About Deferred Sales Trusts:</p><p><br></p><p>- A Trusted Tax Deferral Solution: With over 27 years of proven success, rooted in the IRS tax code IRC 453 from the 1920s.</p><p>- Proven Track Record: 29 successful IRS audits for thousands of closed Deferred Sales Trusts.</p><p><br></p><p>Why You Should Join Us:</p><p><br></p><p>If you’re tired of feeling trapped by the 1031 exchange, the Deferred Sales Trust offers a smarter, easier solution. Tune in to learn how to create more wealth with clarity and confidence in your tax deferral strategy.</p><p><br></p><p>Get Started with a Deferred Sales Trust today https://capitalgainstaxsolutions.com and uncover the wealth-building secrets of top investors and tax deferral experts. Let’s create and preserve more wealth together.</p><p><br></p><p>Follow us on [Facebook](https://www.facebook.com/groups/capitalgainstaxsolutionspodcast/).</p><p><br></p>

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Tom Cruz is originally from Brazil, and he's in North Carolina these days. Tom has 9 years of experience acquiring properties optimized for the Section 8 program, secured over $25,000,000 in commercial & creative financing, built highly efficient property management teams, and aggressively scaled his Section 8 portfolio in less than a decade, and he's built an efficient property management team to aggressively scale this portfolio. Tom Cruz acquired over 400 rental properties in North Carolina, South Carolina, Tennessee and Ohio.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Acquiring and building wealth with Section 8Identifying markets and properties.The biggest challenge with Section 8 housing.The process helps others build their wealth for Section 8.Connect with Tom Cruzhttps://capitalgainstaxsolutions.com/section-8-real-estate-with-tom-cruz/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Matt Gouge, aka Matt the Mortgage Guy, got his start in lending back in 2013. As a self-proclaimed math nerd and a people person, he burned his proverbial ships, leaving a steady paycheck with the State of California, for the commission-based world of brokering residential mortgages. He has excelled in the field because he himself is a real estate investor and he can advise clients at a high level. As a real estate investor himself, he is able to help clients not only analyze the mortgage on their primary residence but on potential investment properties as well.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding debt is your friend and not your enemy.Two different debt structures.Season of the wealth plan and tailoring the debt to the business plan.Connect with Matt Gouge:https://capitalgainstaxsolutions.com/building-wealth-using-debt-with-matt-gouge/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives!His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses. He has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He’s a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Moving towards money mindfulness.Identifying what's important, what's not important.Frustrations on selling highly appreciated assets.Connect with Jonathan DeYoe:https://capitalgainstaxsolutions.com/unlocking-your-money-mindfulness-with-jonathan-deyoe/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bob Wheeler, Financial Expert & Motivator, Book Author, is the founder of The Money Nerve. Bob helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices. As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances.His passion is to help others gain insights into how their emotions trigger financial decisions. Combining finances with behaviours, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to create a healthy relationship with our money?Who wants to be rich, who deserves it?How to trade that ego, pride, to a being right and to create joy for finding out what's true?What are Wash Sales?Connect with Bob Wheeler:https://capitalgainstaxsolutions.com/creating-a-healthy-relationship-with-money-with-bob-wheeler/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Raised in Iowa, Brad moved to Minnesota to attend Bethel University in St. Paul, MN, where he received a degree in Youth Ministries. Brad’s business journey began in 2006 as a financial advisor. Brad finds his motivation in finding a proper outcome for each client and case. He finds it most rewarding when a case comes together and goals are achieved. Brad has been in this industry for 15 years. He started with a big box firm when independent in 2009 been rocking the independent world ever since.Brad is the owner and Wealth Manager at Fiat Wealth Management. They specialize in the grey areas of Financial Planning. Where most advisors say they can’t or won’t help, they dive in. Focus on the tax side of investing and helping people learn how to spend their money.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Creating a forward-thinking tax flow money spending plan.Aiding in helping future clients to do this.Lifetime Tax Program.The breakeven points, the ratios, the equity to the tax versus the total equity on the sale.Connect with Brad Gotto:https://capitalgainstaxsolutions.com/tax-flow-vs-cash-flow-with-brad-gotto/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Passive Investing in Real Estate.What's the average percentage on notes? Liquidity of funds?Is there a time period people must stay in?Diversifying Fund.The flavour of Idaho local real estate.The biggest difference between Coeur d'Alene, Idaho and Boise.Connect with Heather Dreves:https://capitalgainstaxsolutions.com/passive-investing-in-idaho-real-estate-with-heather-dreves/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Scott Melbye is a 37-year veteran of the nuclear energy industry having held leadership positions in major Uranium mining companies and various industry organizations. He also currently serves as President, Chief Executive Officer and a director of Uranium Royalty Corp., and as Advisor to the Nuclear Engineering Program at the Colorado School of Mines. He recently served as Vice President Commercial for Uranium Participation Corporation (now Sprott Physical Uranium Trust), and Advisor to the CEO of Kazatomprom, the world’s largest Uranium producer in Kazakhstan. Through June 2014, Scott Melbye was Executive Vice President, Marketing for Uranium One, responsible for global Uranium sales activities.Prior to this, he spent 22 years with the Cameco Group of companies, both in the Saskatoon head office and with their U.S. subsidiaries. He most recently served as President of Cameco Inc., the subsidiary responsible for global marketing and trading activities with annual sales exceeding 30 million pounds U3O8. Scott Melbye is President of the Uranium Producers of America and a past Chair of the Board of Governors of the World Nuclear Fuel Market. Scott received a Bachelor of Science in Business Administration with specialization in International Business from Arizona State University in 1984.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to Invest in Uranium?How Uranium fits into a well-balanced portfolio?Connect with Scott Melbye:https://capitalgainstaxsolutions.com/the-opportunity-of-investing-in-uranium-with-scott-melbye/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Eric Van Dalen is a serial entrepreneur presently operating a small business in addition to being a commercial real estate agent with eXp. He got involved with cryptocurrencies in early 2021.A small business owner in a very small town in Montana, Eric always found himself being creative and constantly coming up with ideas. He decided to pursue getting the products to market by licensing them to companies. Having both a creative and analytical mind, he used both to move through the licensing process with the help of his inventRight team. With hard work, effort, persistence and determination Eric was able to license his first product.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌What is HEX cryptocurrency and how to grow wealth with it?Connect with Eric van Dalen:https://capitalgainstaxsolutions.com/growing-wealth-with-hex-crypto-with-eric/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Identifying and Creating a Financial Plan.Commitment to developing a strategic financial plan.Matching your financial resources to your family goals.Connect with Rocco Carriero:https://capitalgainstaxsolutions.com/matching-your-financial-resources-to-your-family-goals-with-rocco-carriero/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Matthew Sullivan is the founder and chief executive officer of the QuantmRE platform. He is also the co-founder of the Secured Real Estate Income Strategies Fund, and president and founder of Crowdventure.com, a real estate crowdfunding company. A serial entrepreneur, author, and host of the Hooked On Startups podcast, he worked with Richard Branson's Corporate Finance Team in the Virgin Group.Matthew went to Westminster School in London, UK, and studied Law at Birmingham University before pursuing a career in finance and stockbroking, specializing in the South East Asian markets. Since then he has founded and led companies in the United Kingdom, India, Australia, and the United States in the finance, telecommunications, technology, and real estate sectors.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to get equity freedom.What a Home Equity agreement is?Who's paying for the appraisal and what percentage of ownership are you taking in for the property?Timeline on a deal.Connect with Matthew Sullivan:https://capitalgainstaxsolutions.com/how-to-get-equity-freedom-with-matthew-sullivan/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Mitch Stephen has purchased well over 2,000 houses in and around his hometown of San Antonio, TX. Today he specializes in owner financing properties to individuals left behind by traditional lending institutions and giving new life to properties that scar the neighborhoods. He has perfected a method of achieving cash flow without having to be a landlord and without having to rehab properties. He’s mastered the art of raising private money and the classic “Nothing Down” deal.A passionate speaker who delivers the message of integrity first and profits second; an expert at keeping it simple and explaining, in plain English, the theories that made him financially independent. He is always an inspiration to those around him.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Loaning money on houses.What's the average rent in the area?How do I back into numbers to make it attractive for a renter to be an owner with about a 10% down payment?The marketplace, and the values of Real Estate?How private lending can help hedge against a big market correction?Connect with Mitch Stephen:https://capitalgainstaxsolutions.com/the-art-of-private-lending-with-mitch-stephen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology.  While obtaining his degree, he also worked as a Project Manager for Optima, Inc.  In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets.  Since its inception, Coda has managed a wide range of real estate, including single and multifamily homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces.  Currently, the platform of investments is in excess of $54 million. In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Self-Storage versus Apartments in Multifamily.Understanding of the self-storage industry.Pros and Cons of some tax deferral and strategies.What are some of the numbers when it comes to self-storage?Opportunity Zones and Self-Storage Investing.Connect with Scott Krone:https://capitalgainstaxsolutions.com/passive-investing-into-self-storage-real-estate/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Lauren A. Cohen, international speaker, #1 bestselling author, and immigration and business strategist, is an attorney licensed in both the U.S. (TN) and Canada (ON). As an active AILA (American Immigration Lawyers Association) member, Lauren boasts a stellar track record of success. She was also recently recognized as one of 2017’s “Super Lawyers” by Attorney-at-Law Magazine.Although her role at e-Council does not involve practicing law, Lauren has first-hand knowledge of the visa process, having herself immigrated from Canada, and later becoming an American citizen in 2012. The overriding goal in all of her business endeavors is to help her clients achieve their version of the American Dream. Developing sound strategies designed to sustain long-term growth is a cornerstone of the e-Council Inc. brand.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Helping investors invest across borders.Steps process to help people invest in real estate.Create strategies to expand their businesses across borders.Connect with Lauren Cohen:https://capitalgainstaxsolutions.com/investing-in-real-estate-across-borders-with-lauren-cohen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
A nationally certified Life Coach with a Doctorate in Leadership, Chris Craddock is the driving force behind REI Revive, the host of the Uncommon Real Estate Podcast, a Realtor, and an entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond, VA). Chris is a consistent NVAR multi-million dollar producer who produces over $4 Million in commission each year. In 2020, his team, The Redux Group, was #20 in all of Keller Williams and sold just under $160 million in volume. Chris has been married for 20 years and is the proud father to six beautiful children.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How do you monetize and maximize your marketing leads?Adding values to solving problems.What is your typical plan for huge capital gains tax?Connect with Chris Craddock:https://capitalgainstaxsolutions.com/monetize-and-maximize-your-marketing-leads-with-chris-craddock/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels.  With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Definition of Building a Successful Retirement.Alternative investments for Real Estate.Corrections on High Valuations on Real Estate.Institutionalization of the Single-Family Rental Market.Connect with Jonathan Heagle:https://capitalgainstaxsolutions.com/definition-of-a-successful-retirement-with-jonathan-heagle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bharat is the founder of Veristrat. He has been in business valuation since 2000 and has valued assets in real estate, industrial, personal property, and financial assets including some unique assets i.e., the Golden Gate Bridge, NYC subway system, Hartsfield Atlanta Airport, and Las Vegas casinos.Bharat has formerly worked with American Appraisal and Silicon Valley Bank Analytics. As an appraiser, Bharat has signed off on over 4000 valuation opinions with $800 billion in assets. Bharat holds an undergraduate degree in mechanical engineering from the University of Wisconsin and an MBA from Marquette University. He is a senior accredited member with ASA.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Valuating Assets in a highly appreciated marketplace.Biggest frustration on selling highly appreciated assetsExit Planning ProcessConnect with Bharat Kanodia:https://capitalgainstaxsolutions.com/whats-it-worth-valuations-with-bharat-kanodia/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Wrestled Alligators Professionally, Fought Fires, Delivered Babies, Saved Lives, Built and Sold Companies (FAILED and PIVOTED more than most), Worked with Sharks (means Venture Capitalists), was one of the first to build an online group fitness company, Built and Scaled a network of co-working studios in partnerships with local municipalities, built and sold podcasts and media brands, Interviewed over 400 Entrepreneurs and CEO across 5 Podcast Shows reaching the top of iTunes Charts.Josh is a man of faith who is lovingly devoted to his family and lifts up humanity with kindness and brings peace to chaos. His philosophy is “Belief systems shape our values, which guide our principles, that drives our actions.”In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to define commercial real estate syndications?What’s the hardest thing about getting it out and figuring it out as an entrepreneur?How do branding and building help more people?Connect with Josh Wilson:https://capitalgainstaxsolutions.com/kingdom-cre-syndicate-investing-with-josh-wilson/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Matt Aitchison is a real estate investor, syndicator, speaker, and private equity consultant. After graduating from UC Santa Barbara, Matt got his start in the world of single-family and built a Wall St Journal Top 1000 Real Estate Team. Matt quickly transitioned to the investment arena, personally flipping hundreds of houses while simultaneously consulting with hedge funds like Invitation Homes and Waypoint. He now owns Vault Investment Properties, a private company that acquires and operates his own passive income portfolio comprised of commercial strip centers, hotels, single-family rentals, and multi-family assets. Additionally, Matt and his team now consult with various investment and private equity groups to identify sound investment opportunities for equity and debt placement, development, and asset acquisition.He is extremely passionate about helping others create more wealth, freedom, and fulfillment in their life through real estate investment opportunities and is also the host of the Millionaire Mindcast, a Top 100 ranked business podcast in the world. Most importantly, he’s a husband to his amazing wife Marie and two beautiful daughters, Ella and Evelyn.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌What is an Opportunity Zone?What are the advantages of the Opportunity Zone? The specs of the deal in an Opportunity ZoneConnect with Matt Aitchison:https://capitalgainstaxsolutions.com/texas-hotel-opportunity-zone-investing-with-matt-aitchison/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax Services, LLC, which is a CPA firm that specializes in tax preparation, tax planning, and tax representation for individuals and businesses. Another key company is Badu Investments, LLC, which is a real estate investment company that acquires residential and commercial rental real estate properties in areas such as the South Side of Chicago in efforts to restore traditionally underserved areas. What sparked his interest in launching these companies is his passion for helping people minimize their tax liability and ultimately multiplying their money by investing it and building multi-generational wealth. His purpose in life is to inspire and support the super hungry to take hold of infinite resources in order to create an abundant lifestyle.He’s extremely passionate about financial literacy and currently hosts various financial literacy workshops throughout the country. He’s a public speaker and his overall mission in life is very simple: to make a lasting positive impact in as many lives as possible, especially when it comes to their finances.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Steps to become a wealth multiplierResearching industry and turning it into a business plan1031 Exchange frustrations.Connect with Jeff Badu:https://capitalgainstaxsolutions.com/how-to-become-a-wealth-multiplier-with-jeff-badu/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Andy is a REALTOR® currently specializing in the Los Angeles market. He is out of the great state of California, in Southern California in the Los Angeles area, and becoming a licensed professional real estate was one of the most important professional decisions he ever made. He loves real estate, and he loves helping families and selling their places for the highest price and best terms. He's here to share all of his secrets with us. He's averaging about one to 2 million on the list of less side sales.His clients often compliment him on his patience and ability to listen to their needs, while avoiding the pressure of the “hard sell” that so many real estate agents are known for. As a result, he has cultivated a relationship with his clients that has led to strong referral business.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Strategy to make more money when selling your home.Migration pattern on buying property or moving out of state.Connect with Andy Martinez Jr.https://capitalgainstaxsolutions.com/strategies-to-make-money-when-selling-your-home-with-andy-martinez-jr/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Kent is a former start-up owner and corporate executive turned real estate investor and multifamily operator. Kent is on a mission to empower others to take control of their financial future, while making a positive social impact, by providing modern, affordable housing to America's workforce.Kent believes that good investing starts with education so he hosts a successful podcast, called Ritter on Real Estate, where he interviews the pros to teach you how to invest like a pro! Additionally, Kent hosts a monthly multifamily investing meeting in his hometown of Indianapolis.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Multifamily Investing.Two main channels to find deals.The right approach to cap rates.What is the exit plan when you go to exit your syndications to defer the tax?Connect with Kent Ritter:https://capitalgainstaxsolutions.com/passively-investing-in-multifamily-real-estate-with-kent-ritter/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Randall is the Chairman and Chief Executive Officer of SCM Capital Group, which is a global, strategic, and transaction advisory firm, I sit on several boards. He spent a great many years on Wall Street, running large investment banking operations, or mergers and acquisitions, bulge bracket and middle-market firms, and have been CEO of a few multibillion-dollar global companies and financial services or technology.He has over 25 years of experience in management, corporate finance, private equity, business development, securitization, and Merchant banking. He led public and private nonprofit boards through transitions, and he has expertise in diverse industry sectors including technology, financial services, general industry, telecommunications, and others.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Not putting eXp in a boxThe vision for the eXp CommercialeXp Commercial versus eXp ResidentialWhat are the challenges it's facing versus what the eXp Residential had?Connect with Randall Miles:https://capitalgainstaxsolutions.com/not-putting-exp-in-a-box-with-randall-miles/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Tom oversees the underwriting of projects, financial pro formas, debt, and equity strategy, company growth, and is focused on the viability of projects, partnerships, and investor relations. Mr. Staub has more than 15 years of business experience, has owned and successfully operated four separate companies, and has been a sponsor on more than 140 deals. His journey has taken him from bachelor’s and master’s degrees in finance to Wall Street as a broker for Morgan Stanley, to the tech startup world of Silicon Valley, and over the past seven years, the world of entrepreneurship and venture capital.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to build wealth with land dealsHow to pick the right dealsThe path of progressThe Importance of Network MigrationConnect with Tom Staub:https://capitalgainstaxsolutions.com/building-wealth-with-land-deals-with-tom-staub/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Joe DiChiara is an entrepreneur with a CPA license. He has worked with thousands of business owners over a 35-year career. Eager to help people succeed, it troubled him that most new businesses fail, and was determined to find out why. In 2010, after reading “The Science of Getting Rich” by Wallace Wattles and “Law of Success” by Napoleon Hill he got his answer.Success starts with Mindset and Intention, subjects they don’t teach in CPA school. Joe learned that this was the true culprit in business failure on top of an overly complex tax and compliance system making it nearly impossible to start a business and stay in business. His primary purpose has become teaching entrepreneurs the fundamental principles of success combined with the practical knowledge acquired as a CPA.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Tax legislationFear on IRS AuditEstablishing revenue and cash flowConnect with Joe DiChiara:https://capitalgainstaxsolutions.com/never-fear-an-audit-again-with-joe-dichiara/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Dustin Heiner is from the great state of Arizona. He also spent some time in Fresno. He is the host of Master Passive Income, a blog, and podcast about investing in real estate and rental properties. It's his desire to help you heal and help you succeed in investing in real estate rental properties. Master Passive Income is committed to helping you on your business journey by sharing insights into how to be successful real estate investing in rental properties.Dustin Heiner's desire is to give away as much free information as possible through his blog to help as many people as possible. He wants to help people quit their jobs and replace their income with passive income from rental properties.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to start a YouTube Channel and Podcast ChannelMake money from wealth the buy more real estateHow to leverage to grow and scale your businessConnect with Dustin Heiner:https://capitalgainstaxsolutions.com/retire-early-by-investing-in-real-estate-with-dustin-heiner/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Mike is a Veteran CTO with 24 ++ Years of experience Energetic, motivated, and very creative in offering solutions. I have been an executive-level Business/IT Leader with vast amounts of practical experience and knowledge. Providing leadership and planning for IT & web development projects for small and medium-sized companies. Working on complex projects with multiple teams in multiple countries on a singular project. Working with pre-funding venture capital and fundraising.Very experienced in the art of working within an organization at an operational level and working within the organization to develop systems and make the whole organization run like a well-oiled machine. I’ve worked in organizations (References on request) in funding, marketing, and IT. I’ve been involved in prepping and building business plans, projections, compliance, etc…Currently serving on 3 Executive advisory boards and board of directors for 2 companies. I am well connected and have a great private network to use as a resource for growth when needed.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Unlocking real estate equity using cryptoStart a stable coin foundationMerging the stable coin into a tokenConnect with Mike Waters:https://capitalgainstaxsolutions.com/unlocking-real-estate-equity-using-crypto-with-mike-waters/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Neil is a 7 figure ECOM expert who has shared stage time with Kevin Harrington, Jay Abraham, been featured in Entrepreneur.com, Huffington Post, and INC for his knowledge, training, and business growth around SaaS and E-commerce focused companies in the Shopify and Amazon markets selling physical and digital products. He's successfully coached over 500+ entrepreneurs and made dozens of millionaires teaching them how to sell physical products online, just like he's going to show you today. The software he'll demonstrate is hands down, the best in the industry for managing order fulfillment, product sourcing, automation, and product selling.Since 2012 Neil has been selling on Amazon using private label branded products and FBA. He's been building online businesses since 2007 after leaving his corporate career with IBM. He spends most of his time focused on helping his clients through brand growth strategies and business development. Through his company Voltage Digital Media they also acquire e-commerce brands with a focus on Amazon FBA.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding the customer solution.Good systems processes and efficient game plan.What's an acceptable measure of business, for e-commerce companies?Connect with Neil Twa:https://capitalgainstaxsolutions.com/building-your-business-with-the-exit-in-mind-with-neil-twa/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Andy Cagnetta is a recognized leader in the business brokerage industry and South Florida business community. Experienced in selling hundreds of businesses throughout South Florida as an agent and owner for Transworld. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. A Certified Business Intermediary through the IBBA (CBI)A skilled negotiator and recognized national trainer of negotiation techniques. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. Extensive business appraisal training through IBA. Andrew Cagnetta envisioned even more growth. It wasn’t long before United Franchise Group CEO Ray Titus and Cagnetta teamed up to form a partnership and offer Transworld Business Advisors as a franchise.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Why you might consider selling your company or business right now?Setting up a Pre-Plan prior to the sale of your businessCapital Gains Tax and Estate TaxConnect with Andy Cagnetta:https://capitalgainstaxsolutions.com/why-you-should-sell-your-company-now-with-andy-cagnetta/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Dan Lesniak helps real estate agents deliver massive value to their clients. He is a Billion Dollar Real Estate Agent and the Best Selling Author of "The HyperLocal, HyperFast Real Estate Agent."In 2012, his rookie year in real estate he sold over 22 million dollars in volume but dominating his local market after starting the Orange Line Living brand. He was the Salesperson of the Year for Century 21 Redwood Realty and one of the top real estate agents in the DC Metro market. The strategies he used that year became the basis for my best-selling book which has helped thousands of real estate agents. In 2014 after merging with the Keri Shull Team, I helped lead the number four team in the world for Keller Williams. In 2015 he co-founded Optime Realty which became the home for the Orange Line Living and Keri Shull Team. That year the team became the number one team in Virginia and in the top 40 in the United States.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How to become a hyperlocal hyperfast real estate agent.Segmentation, targeting, and Positioning.Build the foundation of admin and support.Off-market concept to the investor.Connect with Dan Lesniak:https://capitalgainstaxsolutions.com/becoming-a-hyperlocal-hyperfast-real-estate-agent-with-dan-lesniak/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bobby Sharma brings his deep understanding of real estate investing to provide a next-generation solution for fellow real estate investors (bettercapital.us and bayflip.com). Well known in the real estate community as a networker, speaker and a caring investor, and technologist, Bobby has built one of the most comprehensive software platforms for tracking, training, and transactions for real estate investors and professionals. Bobby is renowned as a thought leader in the PropTech and real estate space. Bobby brings social good into smart investing. Bobby is generous with his time and knowledge to help aspiring and experienced investors to succeed and grow.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Best way to track your real estate portfolioHelp simplify investments in trackingDST story of due diligenceConnect with Bobby Sharma:https://capitalgainstaxsolutions.com/the-best-way-to-track-your-real-estate-portfolio-with-bobby-sharma/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David has more than thirty years of entrepreneurial, small business, and real estate investing and management experience. Starting with initial concepts, strategic planning, implementing business systems, and daily operating procedures, he has experience in every facet of small business. He has been investing and developing real estate starting in 1994 with the first purchase of a bank REO which was subsequently rehabbed and turned into a rental. Since then, he has rehabbed properties, built houses from the ground up, sub-divided land, designed multi-unit residential projects, rehabbed and rented commercial space, fixed and rented numerous residential properties, fixed and sold residential and commercial properties, done seller financing, and purchased nonperforming notes.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Diversification in Real Estate InvestmentsWays to Grow Your WealthWhat are the returns and how secure is my money?Connect with David Hardcastle:https://capitalgainstaxsolutions.com/diversified-real-estate-investing-with-david-hardcastle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
George Salas is a Real Estate Investment Strategist. His team empowers property owners in distress, by partnering with investors and young entrepreneurs to achieve their real estate goals, in both the residential and commercial space. He got into Real Estate because he wanted to change his life, achieve financial freedom and empower others to do the same.What he loves most about what he does is seeing the relief that his clients experience when they finally sell the properties and the smiles that the investors have when they choose to close on a high, high equity deal. He also loves coaching young and hungry entrepreneurs. Many of them want to break into the real estate industry, but don’t know how to start WITHOUT using their own cash or credit.He loves to play soccer, spend time with his family and travel back to his home country in Peru.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Build an Airbnb Wealth StrategyMarket research with correct marginsGetting the right propertyInvesting into the actual SetupConnect with George Salas:https://capitalgainstaxsolutions.com/building-an-airbnb-wealth-strategy-with-george-salas/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
TJ Kosen is experienced in all aspects of real estate from acquisition through renovation, management, and sales. I have owned and managed renovation projects from 1 unit to over 100 units. He source, purchase, renovate, wholesale, and sell investment real estate in the DFW area. In addition, he helps investors meet their acquisitions, cash flow, renovation, and sales goals through sourcing off-market and on MLS properties. He's a licensed Texas real estate agent, California real estate broker in California and general contractor  In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌ The Secret of building a real estate businessMind shift mindset of direct to seller marketing, acquiring or solving problems, and problem-solving.Stages being an EntrepreneurFour phases of business Connect with TJ Kosen:https://capitalgainstaxsolutions.com/underground-re-business-secrets-with-tj-kosen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
A Bitcoin Core Contributor and former VP of Engineering for Armory. He caught the Bitcoin bug back in 2011 and started contributing to Bitcoin open source projects in 2013. He’s a contributor to CoinDesk and has a popular Bitcoin blog. He’s been teaching blockchain to engineers for over 3 years. Jimmy graduated from the University of Michigan with a Bachelor of Science in Mathematics.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Where the assets go in 6 to 12 months with BitcoinAltcoin versus the decentralized aspect of BitcoinThe future cause for BitcoinInvesting real estate in BitcoinConnect with Jimmy Song:https://capitalgainstaxsolutions.com/how-to-program-a-bitcoin-with-jimmy-song/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Kevin S. Breckenridge is a Commercial Real Estate Broker and Investor with over 11 years of real estate industry experience. His primary professional mission is to help investors create, grow and preserve wealth through multifamily real estate investing. A thought leader in the multifamily space. He is also the creator of The Multifamily Investors Collective, a community of like-minded investors investing in multifamily real estate.Kevin is passionate about real estate and you can often find him studying the real estate game, speaking, teaching, educating, coaching, and mentoring other real estate pros and investors. As an Associate Broker and Multifamily Real Estate Investment Advisor with eXp Commercial, Kevin provides diverse expert representation to multifamily asset owners and helps to advise them as they make investment decisions. He also owns a private equity firm that sources and acquires direct investment opportunities for passive multifamily investors.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Building relationships with sellersMentoring and Coachinghow to become successful in Exp CommercialConnect with Kevin Breckenridge:https://capitalgainstaxsolutions.com/journey-to-multifamily-investing-exp-commerical-with-kevin-breckenridge/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He's a business partner of mine, and he has a wealth of knowledge. He's had the great state of Utah, he trained CPAs. He's got an MBA, MACC, and is a certified financial planner.Jake has a well-rounded business, he has a menu of services. He started out having a wealth management firm, a tax firm, and two insurance agencies. He has been instrumental in coaching, teaching mentoring, accounting firms across the country, financial advisors across the country, and partner a lot with real estate professionals. A two-time president of the local chapter of NAIFA. Now since then, he has grown and been able to work very professionally with other professionals.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌How Deferred Sales Trust helps people?What are the strategies for selling highly appreciated assets?How to grow business with DST?Connect with Jake Mellor:https://capitalgainstaxsolutions.com/deferred-sales-trust-made-simple-with-jake-mellor/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Sarry Ibrahim founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. Sarry believes the number 1 rule to your money is to make sure it lives somewhere safe and accessible. As Sarry states when working with clients “it is never an either/or situation, it is a both/and situation. We want you to integrate the solutions we recommend alongside your business and real estate portfolio to have a double-compounding effect on your money.”Sarry earned his MBA from Keller Graduate School of Management in Chicago, IL, and has consulted companies like Blue Cross Blue Shield, Allstate Insurance, Humana, and Cigna Healthspring. Sarry lives in Chicago with his wife Dina who is an oncology nurse.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Unconventional real estate funding strategiesWhat are the restrictions on borrowing money?How to overcome the false belief in an insurance policyConnect with Sarry Ibrahim:https://capitalgainstaxsolutions.com/unconventional-real-estate-funding-strategies-with-sarry-ibrahim/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Nick Perry does single-family wholesale and fix and flip. We are fortunate we get a ton of leads all over the country so our deals are nationwide. He is based in Austin TX and always looking to create strategic profitable partnerships.Nick started working at the early age of 14 and has been working ever since. He was a personal trainer and trained a lot of wealthy individuals. has done well over, 1500, wholesale deals. Nick did 165 units, mobile home parks, and oil and gas, a bunch of other stuff in e-commerce. He is 32 right now and he’s on track to retire by 35.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Getting your first deal in Real Estate BusinessBuilding a high-quality teamUsing Digital Marketing Platform to get leadsConnect with Nick Perry:https://capitalgainstaxsolutions.com/how-to-build-a-multi-million-dollar-real-estate-business-with-nick-perry/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Atticus is the Founder of PadSplit. A seasoned entrepreneur with a deep understanding of housing, real estate, and construction, and he's always seeking ways to improve neighborhood schools or governments. For about 20 years, and has been in housing for the last 14 years, he started his career in commercial real estate, site collection acquisition for some major developers around the country and pivoted to residential construction and acquisition, rehab, renovations, and rentals. Starting in 2008, in the financial crisis of own and manage about 550, affordable rentals pretty much run the gamut across different affordable housing programs.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Basic economic fundamentals of supply and demandZoning, Build Trust and Accountability and EncourageMake affordable housing and increase supplyConnect with David Hardcastle:https://capitalgainstaxsolutions.com/the-fundamental-issues-of-the-affordable-housing-crisis-with-atticus-leblanc/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Barry has been involved in the financial and investment industry since 2001 and helped build a multi-million dollar real estate empire. The mix of real estate and financial planning experience has enabled him to see opportunities and business with more clarity and has enabled him to assist clients to increase their wealth and benefits while lowering their overall risk.He is the Founder & CEO of Focus Wealth Group, specializing in wealth & protection strategies, tax-free money planning, and guaranteed retirement income planning.  He is the co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide. Barry speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, Infinite Banking, and how to take your business online and go virtual.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Infinite banking structure strategyFoundational background on infinite bankingGrow money for tax-freeCan I get the full million out on the borrow against it, or is there an LTV limit on the life insurance policy?Connect with Barry Brooksby:https://capitalgainstaxsolutions.com/tax-strategies-using-infinite-banking-with-barry-brooksby/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Pierce York started his first business "Signature Business Consulting" in the summer of 2013 with his father Keith York. He has also interned for San Diego Social Venture Partners, Promoted for Eventvibe.com, and became a brand partner with Nerium International. He received his degree at San Diego State University College of Business, in Business Management with an emphasis in entrepreneurship. He was a member of the Entrepreneurship Society at SDSU, which allowed him the opportunity to network and form relationships with many potential clients and receive advice from a highly successful entrepreneur's around the world. Pierce is a focused, hard-working, self-motivated, people person, who is driven to succeed. He is open to new ideas and experiences which allow him to see opportunities and capitalize on them.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding the luxury real estate marketMarketing strategy to get maximum exposure to make a great dealCompetitive advantage on Deferred Sales TrustConnect with Pierce York:https://capitalgainstaxsolutions.com/luxury-newport-beach-real-estate-with-pierce-york/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
As a connector of thought leaders and doers in the blockchain space, Dan Edlebeck builds diverse networks to achieve high-impact goals. With 10 years of experience in business development, marketing, and operations. He fosters strategic partnerships and grows virtual and in-person communities. Armed with technical knowledge and industry experience, he can speak to your dev team or your grandma about the value of your tech stack. Relentlessly entrepreneurial and optimistic, he leverages lean resources to drive impressive results. He has bee an ambitious vision to make the world a better place, harnessing the capabilities of cryptocurrencies and blockchain technology.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌What is VPN and why is it needed?How does VPN apply to blockchain-based infrastructure for your finances?How does VPN protect from hacker resistance?Connect with Dan Edlebeck:https://capitalgainstaxsolutions.com/blockchain-based-infrastructure-for-your-finances-with-dan-edlebeck/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Emily Stork is a Co-Founder and CFO of Worth The Fight Fitness, also a Principal at Crypto Fun QuoinVault. She is passionate about corporate law, business, finance, entrepreneurship, and crypto, especially smart contracts and DeFi.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding how to be a liquid provider of cryptocurrencyHow to obtain actual stable coins before earning a fee?What is the risk with the stable coin?Connect with Emily Stork:https://capitalgainstaxsolutions.com/defi-based-crypto-investments-with-emily-stork/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Zack Boothe has done over 300 real estate deals and has generated millions of dollars for himself and for his friend's family and his students who learn how to do wholesales and all kinds of other things in real estate. In fact, he has an amazing company that we're going to learn about DFDMastery.comHe remembers what it was like when he first got started in real estate. He’d wake up every morning full of confidence and courage, ready to attack the day. He had a focused plan and he knew exactly how to find smoking hot real estate deals, and quickly turn those deals for huge profits. In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Flip or wholesale it strategyWhat's the best exit strategy?Fundamentals of finding off-market propertiesConnect with Zack Boothe:https://capitalgainstaxsolutions.com/finding-discounted-properties-with-zack-boothe/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.He worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others and assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Understanding the Cannabis IndustryHow to prepare Cannabis Business to avoid penalties.Capital Gains Tax Deferral on CannabisConnect with Andrew Hunzicker:https://capitalgainstaxsolutions.com/cannabis-capital-gains-tax-deferral-with-andrew-hunzicker/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Michael grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Series 6, Series 63, and Series 65 Licenses. He obtained his "Certified Family Business Specialist “designation (CFBS) through the American College in Philadelphia in 2015.Zach was born and raised in South Brunswick, NJ. Zach attended Rutgers University in New Brunswick, NJ where he was a member of the Men’s Lacrosse Team. He graduated with his Bachelor’s Degree in 2012 and began his career in the Financial Services Industry. Zach has been a registered representative of MML Investors Services, LLC. since 2013, and is one of the founding partners of Emeritus Wealth. Zach holds his Life, Health, Series 7, and Series 66 licenses, and he obtained his "Certified Family Business Specialist” designation (CFBS) through the American College in Philadelphia in the summer of 2015.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Creating different facets to make finances strong and stable.Real Estate versus Liquid Security InvestmentsBiggest Frustration on the 1031 Exchange and Capital Gains Tax Deferral OptionsConnect with Michael Soroko & Zach Zenda:https://capitalgainstaxsolutions.com/the-different-facets-of-wealth-management-with-michael-soroko-zach-zenda/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Leisa Peterson is on a mission to help 1 million people elevate their financial consciousness by helping them realize their true value in the world and beyond. She's had the great fortune to witness 1000s of money breakthroughs while writing her book, The Mindful Millionaire. Her specialty is helping business owners overcome a cycle of scarcity, uncertainty, and economic volatility. They can heal themselves or their sense of self-worth and rebuild amazing confidence so they can build holistic wealth and ultimately semi-retire, which is pretty cool. a time where you can have flexibility and freedom to call your own shots and make a bigger impact.Prior to starting WealthClinic®, LLC, she worked with some of the largest financial and business services companies in the world including Wells Fargo, State Farm Insurance, UNUM Life Insurance, New York Life, Federal Express, Pitney Bowes, Ford Motor Company, and General Motors.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌The Secret to becoming a mindful millionaire.Understanding yourself is a scarcity mindset or an abundance mindset.What's the cheapest way to solve a problem?Trust yourself and trust the decisions that you're making.Connect with Leisa Peterson:https://capitalgainstaxsolutions.com/becoming-a-mindful-millionaire-with-leisa-peterson/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Yael works to make property investing accessible, transparent, and streamlined with SolidBlock, where she is the Co-CEO and Co-founder. Prior to that, Yael has spent almost two decades in the financial markets. She started at a Wall Street broker-dealer as an analyst, moving to M&A and private equity, as well as financial engineering, structuring products and indices for pensions funds and family offices. Yael worked on the largest IPO of an Israeli real estate company on AIM and served as an executive on the largest MVNO in Israel that was listed on NASDAQ.Yael has co-founded several fintech startups, a successful marketing company in the blockchain space, and an import/export company that was acquired. Also a regional co-chair at FIBREE, the Foundation for International Blockchain and Real Estate Expertise, the leading international network for exchanging knowledge between the real estate industry.Yael is an influencer, who has appeared as a guest speaker in over 50 conferences and events, has a podcast (Apple podcast, Spotify: BlockSolid), and a full course on tokenization. Was listed in Top 25 Blockchain and Cryptocurrency Speakers and 100 Most Inspirational Women In Blockchain.In‌ ‌our‌ ‌conversation,‌ ‌we‌ ‌discussed:‌Freedom to create or give economics to people.Transforming real estate in fractional investments.REAT versus the Aspen Coin.Primary and Secondary Market offerings.Connect with Yael Tamar:https://capitalgainstaxsolutions.com/on-the-next-generation-of-venture-funding-with-yael-tamar/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Matt Faircloth has been an active real estate agent since 2002. He founded The DeRosa Group in 2006. A real estate investment company that specializes in buying and renovating residential and commercial properties. The vision is to do just that to help you to get transformational life through real estate and is focused on maximizing investor returns while providing high-quality spaces for sale and for lease, and they are a perfect, perfect company committed to making money or making a difference. He’s been investing full time for 15 years, involved in a lot of different real estate ventures from fixing flips, and single-family homes and tax liens, and all kinds of other fun stuff. His primary focus is multifamily. But we also get involved in some other alternative assets too. He also own an office building that is cut up into a Regis-style office complex, but hia primary passion is providing amazing above-bar housing for people.In our conversation, we discussed:The Secret to Transform Lives Through Real EstateConcept of TrademarkingHow to find good solid dealsDeferred Sales Trust vs Delaware Statutory TrustConnect with Matt Fairclothhttps://capitalgainstaxsolutions.com/transforming-lives-through-real-estate-with-matt-faircloth/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
He is out of Nicaragua, he's current undergraduate studying business administration in computer information systems. One of his greatest passions is learning about new technologies, and he's invested in learning understanding how to implement blockchain technology in real-world use cases.In our conversation, we discussed:What is Ethereum Blockchain?Selling XRP Ethereum CryptocurrencyConnect with Felipe Vogelhttps://capitalgainstaxsolutions.com/deferring-capital-gains-tax-when-selling-cryptocurrency-with-felipe-vogel/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
He's one of the most intelligent and articulate gentlemen that I have the pleasure to be able to work with. In fact, he is the founder and CEO of Anfield Capital. He spent a number of years at PIMCO, one of the larger, larger well-known money management firms in the world. He has an amazing background. He's actually a Chartered Financial analysis designation.He has an MBA with a concentration in finance from Paul’s merge School of Business at the University of California, Irvine, and degrees in Economics and Political Science from the University of California Irvine. He also taught finance and investment courses at the Palmer school, the Financial Times knowledge program and EU in the UK, and CFA exam preparation courses sponsored by the CFA Society of Orange CountyIn our conversation, we discussed:US Economic Economy and Global Market UptakeDollar InflationBase effects, and the transition effects in the laborConnect with David Young:https://capitalgainstaxsolutions.com/u-s-economy-global-market-update-with-david-young/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterAnfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital’s beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request.
Hamiz focuses on operations, risk management, and overall strategy, the growth of his firm called Plutus21, and he's focused on all things, investing in, especially alternative strategies across multiple, multiple asset types, he has been involved as a principal investor in deals totaling over $50 million on behalf of us as partners and family capital.Growing up in Pakistan, he saw the effects of economic and political instability firsthand, and given this experience, he has motivated him to understand the many problems faced by the developing world and is confident that blockchain technology will be an important part of the solutions.In our conversation, we discussed:Focusing on price to understand the value in businessUnderstand the long-term adoption trend of Blockchain technologyThe value behind blockchain technologyConnect with Hamiz Awanhttps://capitalgainstaxsolutions.com/strategic-investing-in-blockchain-technology-with-hamiz-awan/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David Duford is the owner and operator of DavidDuford.com. He specializes in recruiting and training new and experienced insurance agents to become top producers utilizing proven sales and marketing systems such as Final Expense, Annuities, or Medicare Advantage.He’s operating a highly successful YouTube channel with nearly 1400 downloads in a month 37,000 views and he's all things about helping other insurance agents produce and grow their business. Has written 3 best-selling insurance sales books – The Official Guide To Selling Final Expense, Interviews With Top Producing Insurance Agents, and The Official Guide To Selling Insurance For New Agents.In our conversation, we discussed:The secret to becoming a best-in-class insurance agentHow to find good candidates to join your agency thru YoutubeBenefits of final expense, life insuranceTerm Life Insurance vs Whole Life PlanConnect with David Dufordhttps://capitalgainstaxsolutions.com/becoming-a-best-in-class-insurance-agent-with-david-duford/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
As a successful real estate investor in over 1900 units, Gary Lipsky helps friends invest in C-Class Value-Add Multifamily opportunities. Gary typically finds deals in Phoenix and Tucson. He runs several meetups and is a regular on real estate podcasts and at conferences. You can count on Gary for integrity, strong operations, and excellent communication, which have been keys to everything of which he’s been apart.Gary has always been a self-starter, taking on entrepreneurial endeavors and succeeding in his efforts. At the end of 2016, he sold arc, an after-school program, leadership development, and outdoor education company he founded in 2001, which served over 9,000 students daily throughout Southern California. He is a founding board member of the non-profit CORE Educational Service, has been a member of Vistage since 2013, and is an alumnus of the Leadership Southern California program.In our conversation, we discussed:Developing Systems and Processes using Google SheetsPotential solutions on doubling the capital gains tax rateWhat is the biggest obstacle facing commercial real estate operators or syndicators?Connect with Gary Lipskyhttps://capitalgainstaxsolutions.com/becoming-a-best-in-class-multifamily-investor-with-gary-lipsky/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
An eCommerce Entrepreneur, Founder & CEO of Star Name Registry, Maps for Moments and Pick a Poem. He has a unique way of taking business concepts and turning them into enterprise-level realities. Star-Name-Registry.com and Mapsformoments.com were formed in 2014 out of my interest and passion for space. He employs 37 members of staff across our offices in Australia, the USA, and the UK.Largely self-taught, he created his business with no more than a few hundred pounds in the bank and no professional help. He researched everything that he needed to know; from marketing, SEO, and website development, to managing finances, hiring staff, and running global operations. Skilled in eCommerce, logistics, marketing, sales, business development, and operational management, he has created companies that go against the corporate grain. He takes best practices and modernizes them. He focuses on creating vibrant and engaging workspaces where teams can learn and thrive. He places the customers and teams at the center of every strategic decision - never sacrificing on quality and always looking for ways to optimize our processes!In our conversation, we discussed:What is Third-Party Hardware WalletKeeping on Third-Party ExchangesGoogle Authenticator and Two-Factor AuthenticationPurchasing CryptocurrencyConnect with Rhys King:https://capitalgainstaxsolutions.com/trading-cryptocurrency-with-rhys-king/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions.He specializes in building custom-tailored financial strategies that are unknown to the typical stock jock stock jockeys attorneys or other financial gurus. He's also the host of Not Your Average Financial Podcast.In our conversation, we discussed:How to design, transfer, and start a new policyBank on Yourself StrategyStart new policy inside DSTConnect with Mark Willis:https://capitalgainstaxsolutions.com/on-creating-a-strong-foundation-for-your-financial-health-with-mark-willis/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Juan is a licensed California Real Estate Broker that has acquired his Certified Commercial Investment Member (CCIM) designation. CCIM’s are recognized experts in brokerage, valuation, and investment analysis. Juan specializes in selling multifamily apartment units as well as residential properties. He prides himself on locating value-added properties that maximize the client’s investment yields. Juan is a detail-oriented entrepreneur.Today he handles everything from finding, funding, designing, managing, and selling investment properties. His diverse experience in commercial and multifamily real estate allows him to develop and navigate a wide range of projects.In our conversation, we discussed:The four Plex and its 30-year financingThe misconception on Cash FlowBiggest frustration on capital gains tax deferralPotential changes in the tax codeConnect with Juan Huizar:https://capitalgainstaxsolutions.com/from-working-the-fields-to-working-the-deals-with-juan-huizar/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Dan Lewkowicz is a seasoned real estate veteran with over 15 years of experience in many facets of the real estate industry. Starting his career “house hacking” he quickly moved on to flip houses in and around metro Detroit and eventually created a company called Renaissance Real Estate Ventures which specializes in the acquisition, financing, renovation, and resale of single-family residential properties in the booming city of Detroit, Michigan.Before joining Encore Real Estate Investment Services, Dan was a Senior Advisor at Fortis Net Lease specializing in commercial real estate investment sales. Dan is also a former business development executive for Amazon in Detroit Michigan. Currently, Dan is director of investment sales at Encore Real Estate Investment Services and specializes in shopping centers, medical office buildings, industrial fulfillment centers, quick service restaurants, and automotive repair and parts stores. Of lesser-known fact, Dan possesses industry-leading knowledge on cannabis cultivation and its impact on the economy in general, and industrial commercial real estate specifically. An expert on Multi-Family and the current economic undercurrents facing this asset class in today’s #postcovid world, Dan often expresses the incredible opportunities for investors of all sizes.In our conversation, we discussed:How to find deals on the low inventory marketplacePlaying the principal versus playing the brokerKey metrics of successConnect with Dan Lewkowicz:https://capitalgainstaxsolutions.com/incredible-opportunities-for-investors-with-dan-lewkowicz/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Seth Bradley helps attorneys and other high-income earning individuals achieve their financial goals by diversifying their investment portfolios through intelligent, alternative investments in exceptional commercial real estate projects.His passion is educating others on how to passively invest in commercial real estate so that they can quickly scale and enjoy truly passive cash flow while retaining the freedom to focus on their own businesses and careers.He is deeply involved in the real estate industry and intimately in tune with the market, having a comprehensive perspective as a real estate investor, attorney, and broker. His law practice is focused on real estate financing, leasing, acquisitions, and dispositions, as well as asset protection, entity formation, and capital raising.In our conversation, we discussed:Steps on making money while you sleepWays to generate multiple streams of incomeBuilding systems and processesHow Deferred Sales Trust worksConnect with Seth Bradley:https://capitalgainstaxsolutions.com/make-money-while-you-sleep-with-seth-bradley/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Gareth Soloway is the Chief Market Strategist and CFO of www.InTheMoneyStocks.com. He has been an avid swing and day trader since his days at Binghamton University where he studied Economics. After college, Gareth quickly excelled as a financial adviser, helping clients get their financial houses in order. While helping others gain financial independence, he continued to study the day trading and swing trading world, developing a unique market philosophy and proprietary methods. Following his work in the financial sector, Gareth went on to trade alongside professional traders on the institutional side of the business. Unable to tolerate the hype of Wall Street any longer and having an amazing ability to profit using his developed trading techniques, Gareth Soloway decided to partner with his friend and colleague, Nicholas Santiago to form InTheMoneyStocks.com in 2007.Gareth Soloway day trades and swing trade anything and everything. If it is moving, he is trading it. While being able to call tops and bottoms in large caps and the markets, he has a love and great talent for trading small caps. He is known in the trading world as the "Small Cap King."In our conversation, we discussed:Inside secrets of high reward stock tradingBiggest frustration and when it comes to Capital Gains Tax DeferralDiversify your holdings using CryptoConnect with Gareth Soloway:https://capitalgainstaxsolutions.com/inside-secrets-of-high-reward-option-trades-with-gareth-soloway/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Barry Spencer is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan.Barry is a registered investment advisor of a boom fish wealth Group LLC, where he's been a co-founder since 2010. They act in the best interest of their clients. He acts as one of the best inches of the clients as a fiduciary for there for his clients.Kevin Harrington launched over 20 businesses that have grown to over $100 million in sales each, have been involved in more than a dozen public companies, and have launched over 500 products generating more than $5 billion in sales worldwide with iconic brands and celebrities such as Jack Lalanne, Tony Little, George Foreman, and the new I-Grow hair restoration product on QVC.A successful entrepreneur over the last 40 years. Involved in numerous projects including being: An Original Shark on the ABC hit, Emmy winning TV show, “Shark Tank.”, The Inventor of the Infomercial, As Seen On TV Pioneer., Co-Founder of the Electronic Retailers Association (ERA)., and Co-Founder of the Entrepreneurs’ Organization (EO).In our conversation, we discussed:How you build your businessHow to take your business to the next phaseUnlock gold mins in 73,000-page tax codeExercise to being so successfulThink about value not costConnect with Barry Spencer & Kevin Harrington:https://capitalgainstaxsolutions.com/build-wealth-like-a-shark-with-barry-spencer-kevin-harrington/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
As the CEO of Invst, he built his company around a core vision: Crafting the ultimate uncommon experience. Specializing in providing a comprehensive wealth management solution, they have overcome the pitfalls of the micro-specialist. Their goal is to be an industry transformer, continually innovating our anything but traditional approach.Scott Jarred is on a mission to help to make all things investing simple for people through education, guidance, and counsel, and really focused on helping each individual reach their full financial potential. He has unique specialties lying with high net worth individuals that utilize their private client platform to protect and preserve their wealth. This has helped him position himself to help his clients become more financially independent and secure.In our conversation, we discussed:How to make money work for youSet up a financial game board4 Foundational Ways of Building WealthConnect with Scott Jarred:https://capitalgainstaxsolutions.com/make-money-work-for-you-with-scott-jarred/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Stephanie Walter started her insurance agency in 2005. Along with building her agency, she began following her passion for real estate and investing in commercial real estate to generate passive income.This led her to founding Erbe Wealth and authoring The Insurance Professional’s Guide to Real Passive Income which outlines five steps any insurance professional can take to reach financial freedom through passive investing.In our conversation, we discussed:Reasons not to put your money in a 401kWhat is real estate syndicationThe Importance of Cash FlowsConnect with Stephanie Walter:https://capitalgainstaxsolutions.com/reason-not-to-put-your-money-in-a-401k-with-stephanie-walter/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Frank Cottle is the founder and CEO of the Alliance group of companies, and an experienced speaker, strategist, entrepreneur, advisor, business leader, and investor.Since 1979 he's been building flexible workspace companies under the Alliance brand and its predecessor companies, focusing on new ways of working that genuinely meet the needs of today’s entrepreneurs by combining three fundamental components: people, place, and technology.His primary areas of expertise include integrating flexible workspace models to assist with corporate real estate repositioning, investment banking, finance, workplace technology, and business leadership. He is a regular on the conference circuit and frequently consults with multinational firms to plan and formulate strategies for the future of work.In our conversation, we discussed:-Define agility and remote work-Biggest frustration to the 1031 exchange when selling highly appreciated businessesConnect with Frank Cottle:https://capitalgainstaxsolutions.com/on-striking-the-perfect-balance-between-people-place-and-technology-with-frank-cottle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
He is a rock star when it comes to all things, marketing, and all things Commercial Real Estate, he's really kind of pioneered the way to recall the future-proofing your business as well as in your marketing. He's a nationally recognized leader and content creator in the Commercial Real Estate, Retail Restaurant, Franchise, and Digital Media Spaces. He actually started his Commercial Real Estate career in 2001, a real estate salesperson, and he happened to secure the Starbucks coffee account in Long Island, New York.He shortly thereafter discovered support light while visiting friends in Los Angeles and helped design and execute their early New York expansion. He went on and pursued. He was pursued by CB Richard Ellis, and he became an integral part of their retail services team in 2007. And then, fast forward to 2010 he left CB Richard Ellis to start Sabre a premier cloud-based national commercial real estate firm.In our conversation, we discussed:What is future-proofing your business and why it's important?Why wouldn't I join eXp and what would be the reason?Connect with Jayson Siano:https://capitalgainstaxsolutions.com/future-proofing-your-business-with-jayson-siano/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Chris Lento is the managing member of EM Capital LLC and has over 16 years of experience in multifamily real estate investing. Chris is focused on acquiring commercial multifamily apartment complexes in markets across the country that exhibit positive growth trends. He is passionate about the role that well-managed, well-maintained economic housing can play in helping to alleviate the current housing crises for middle and low-income families.In our conversation, we discussed:Where and How to find deals for multifamily propertiesBuyer performance and executionFrustration with the 1031 ExchangeConnect with Christopher Lento:https://capitalgainstaxsolutions.com/acquiring-commercial-multifamily-complexes-with-positive-growth-trends-with-christopher-lento/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conversation, we discussed:How to grow your business8020 Principle ImplementationConnect with Jon Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-jon-june-26-episode/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conversation, we discussed:Fundamentals of Commercial Real Estate BrokerageKnowing your MetricsConnect with Jon Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-jon-june-19-episode/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology PhD, the father of five boys, a philanthropist, and an international speaker. He flips roughly 20 houses annually and has over 50 rental properties, numbers that continue to grow every year, he has helped more than 180 people find the right real estate deals in 46 states. His goal is to achieve over $100,000 per month in passive income and to help over 1000 people become real estate millionaires.He helps equip people with the knowledge, skills, and resources to get into their first investment property without all the stress, worry, and anxiety of having to figure it out yourself.He created systems that give him the time freedom to do what he wants when he wants, where he wants, and with whom he wants for how long he wants.In our conversation, we discussed:How to become such a successful entrepreneurStory of struggle and successOpportunities for personal growthWhat is the Deferred Sales Trust mechanismHow to save on the Capital GainsConnect with Dr. Nate Lambert:https://capitalgainstaxsolutions.com/brett-swarts-shares-his-story-from-cheesecake-factory-to-founder-of-capital-gains-tax-solutions-nate-lambert/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conversation, we discussed:Value is based on benefits, not featuresListening for windows of opportunityBringing on a mentorDefine interest generatorConnect with John Dwoskin:https://capitalgainstaxsolutions.com/special-series-cre-brokerage-training-with-co-host-brett-swarts-with-jon-dwoskin/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
When Jon turned 43, he made a career out of being himself. He is an executive advisor, business coach, sales coaching, training, and management coaching, training keynotes, and Founder/Chief Executive Officer of The Jon Dwoskin Experience.  He's been called the “business whisperer” because he can see what you cannot see and hear what you cannot hear at your company. His passion extends to myriad non-profit organizations including sitting on the board of Hebrew Free Loan and, as an 18-year cancer survivor, being a mentor with Imerman Angels.In our conversation, we discussed:The biggest obstacle facing commercial brokersWhy conditional close is the hard oneThe cadence of keep goingConnect with John Dwoskin:https://capitalgainstaxsolutions.com/talking-real-estate-with-brett-swarts-jon-dwoskin/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Michael LaFido the founder of the Marketing Luxury Group, assisting other real estate agents, brokers, and affluent homeowners by providing top-tier services including consulting, lifestyle marketing, public relations, and coaching to help agents and owners sell their luxury homes; utilizing proven and innovative strategies. The Marketing Luxury Group has been recognized as the ‘Best Property Consulting/Marketing’ by the International Property Awards.Michael has created the nationally recognized luxury designation for real estate agents which is known as Luxury Listing Specialist (LUXE). This designation establishes an in-depth and detailed set of standards for agents that represent luxury homes and is currently offered for Continuing Education (CE) for real estate agents in Texas and Georgia. The training is based on the same principles Michael outlines in his book, “Luxury Listing Specialist” that he teaches to agents across the world.In our conversation, we discussed:The secret for a listing luxury specialistObtaining More High-End DealsDiversifying PortfolioConnect with Michael Lafido:https://capitalgainstaxsolutions.com/listing-luxury-real-estate-with-michael-lafido/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Adam Gilbert is a third-generation resident of Palm Springs and an entrepreneur involved in various fields related to real estate. Adam began his career as a civil litigation attorney and quickly found his passion for real estate focusing his skills on Sales and Development. As a principal and President of The Firm Commercial, Adam leads a team of dedicated agents with offices in Palm Springs & Palm Desert, CA, specializing in commercial real estate sales, leasing, land acquisition, development, government relations, and value-added entitlement deals.As a principal of Gilbert Avriette Vacation Rentals, Inc., Adam managed 35+ vacation rentals throughout the Coachella Valley. Gilbert Avriette Vacation Rentals was acquired by Turnkey Vacation Rentals in June 2018. Adam also works as a real estate development consultant advising on development projects from land acquisition, entitlement, and build-out throughout the Coachella Valley.In our conversation, we discussed:Zoning and General PlanningActual Process of Drafting a PlanGetting Opinion from Architect and Engineer DesignerConnect with Adam Gilbert:https://capitalgainstaxsolutions.com/building-wealth-with-value-add-entitlement-deals-with-adam-gilbert/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
He has 50 years of financial leadership experience in a broad range of industries including being a licensed certified public accountant. His background stretches across accounting tax manufacturing, construction, information technology, marketing, transportation, logistics, human resources, wholesale distribution, insurance, credit, and more. He has held his series seven and 6366 licenses. And one of the most interesting things that I found is he's one of only 86 people in the last 16 years to pass the US Tax Court, non-attorney practitioners examination, which enables him to represent clients in the US Tax Court without being an attorney.In our conversation, we discussed:What if the stepped-up basis is taken away?Tax without being an attorneyTax Laws and the Incentive for Business OwnersConnect with Charles Read:https://capitalgainstaxsolutions.com/auto-filings-and-auto-payments-with-charles-read/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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She has a background in financial strategic marketing. And she has spent over a decade helping organizations of all shapes and sizes to try out their unique gold allowing them to quickly connect with their ideal clients. She currently works with entrepreneurs and business owners to fully develop a compelling signature offer that speaks their client's language, then helps them craft a strategic webinar based on that offer.She also specializes in filling the virtual room once this webinar is complete, and so much more as well as leveling up your wealth using Airbnb.In our conversation, we discussed:How Airbnb is beautiful for anyone who knows about marketing.Bringing a long-term short-term rental to marketFinding furnishing and filling a profitable long-term short-term rentalConnect with Ginny Townsendhttps://capitalgainstaxsolutions.com/strategies-and-income-diversification-for-your-financial-and-time-freedom-with-ginny-townsend/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Rachel Richards. At the age of 27, she quit her job and retired, and now living off over $15,000 per month in passive income. She is on a mission to empower female millennials to take control of their financial future.Financial coach for millennials. Bestselling author of "Money Honey," and "Passive Income, Aggressive Retirement." Real estate investor with almost 40 rental units. A former financial advisor with a BS in Financial Economics from Centre College.And she believes we are in a financial education crisis we're going to talk about and so much more.In our conversation, we discussed:Way to approach the entire concept of retirementPassive income streams and royalty incomeWhere you invest in a rental property?Connect with Rachel Richardshttps://capitalgainstaxsolutions.com/empowering-female-millennials-to-be-in-control-of-their-financial-future-with-rachel-richards/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Having a background in economics has allowed Hunter to achieve a holistic approach to analyzing real estate data and has led me to a unique perspective on out-of-state investing. The goal of his business is to help clients invest in passive cash flow opportunities that provide a healthy return on investment, without the headaches associated with the stock market's volatility. He analyzed and closed residential real estate acquisitions, hard money loans, bridge financing opportunities, commercial and residential syndications, mobile home parks, retail opportunities, and syndicated office space investments. He worked with multiple asset teams across several geographic locations in the US and Canada. His main priority is establishing an extremely diverse portfolio without exposing the client's capital to unnecessary risk.In our conversation, we discussed:Create, Transfer, Sell the Assets to the TrustSelling CryptoCurrencyCan you tie that up to one transaction for a million-dollar exposure?Depreciation to offset the cash flowSeamless Partnership SeparationConnect with Hunter Thompson:https://capitalgainstaxsolutions.com/selling-crypto-currency-and-deferring-capital-gains-tax-with-hunter-thompson-brett/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
https://capitalgainstaxsolutions.com/selling-bitcoin-ethereum-capital-gains-tax-deferred-using-the-deferred-sales-trust/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Rich Tomasini was exposed to residential real estate around a family appraisal business. These experiences provided him a solid foundation on which to build a successful real estate sales career. He excelled as a realtor, developing and fostering a dynamic team, who in a decade, grew to produce over half a billion dollars in annual sales volume.  Yearning for more opportunities and challenges, he joined an innovative cloud-based real estate venture allowing me to leverage my career knowledge. Using his sales skills and savvy developed educational presentations, and innovative realtor training videos, to grow his team of three, into a domestic and international powerhouse teamof more than 800 associated agents, in multiple states and countries.In our conversation, we discussed:Consultation Approach and Building RelationshipsChallenges, Hurdles, and Success Story at eXpOpportunity for eXp Commercial AgentsConnect with Rich Tomasini:https://capitalgainstaxsolutions.com/on-deciding-to-give-exp-a-run-with-rich-tomasini/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
From an early age Nate Riggs knew exactly what I wanted to do; serve others and help them live their best life now. He started helping people buy and sell real estate in 2008. He was young and the market was tough, and he knew he needed real-life experience if he was going to be a valuable asset to anyone. Answering the desire to serve other's he joined the US Navy as a helicopter Search and Rescue Swimmer in 2010. He never lost his passion for real estate and continued to follow the trends in the market. Now, ten years later, he’s building on the values and principles he gained while serving as a SAR Swimmer.He spent 10 years in the Navy. And he's on a mission to help folks, especially in the military house hack. He gets their financial stability going as they're starting out in their careers and their lives and even their second careers as they're moving away from the military.In our conversation, we discussed:The secret to House Hack BuyingDelay GratificationRepairs and Maintainance BudgetConnect with Nate Riggshttps://capitalgainstaxsolutions.com/real-estate-investing-with-nate-riggs/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Founder of The Seyboth Team, Kyle Seyboth is one of the most trusted and top-selling realtors in Rhode Island. He truly values the trust that his clients place in him and is committed to working hard for every home buyer and seller. His responsiveness to clients and expertise of the local residential and commercial real estate market has earned him the Top Realtor Nationwide for Keller Williams from 2016-2019 and Rhode Island Housing’s Realtor of the Year.He was also recognized as the 2019 #1 National Real Estate Producer by the Wall Street Journal/ Real Trends. In 2019, he sold over 500 units resulting in over 140 Million in sales. As a seasoned property investor as well, he is also sought by real estate investors looking to grow their portfolio in RI and MA.In our conversation, we discussed:How to Become Number One Agent.Investing in Brand and Marketing to Grow BusinessWhat is the way to scale Expenses and Investment?Connect with Kyle Seybothhttps://capitalgainstaxsolutions.com/on-guiding-you-through-the-home-buying-process-with-kyle-seyboth/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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He is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan.He is a registered investment advisor of a boom fish wealth Group LLC, where he's been a co-founder since 2010. They act in the best interest of their clients. He acts as one of the best inches of the clients as a fiduciary for there for his clients.In our conversation, we discussed:Create a rock-solid tax planObjection to charitable tax deferral strategiesHow is depreciation calculated in real estateConnect with Barry Spencerhttps://capitalgainstaxsolutions.com/wealth-with-no-regrets-co-creator-barry-spencer/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Four years ago he came to the realization that the traditional path of working a 9 to 5, being stuck in the rat race, and saving in a 401(k) until he was 65 was not the road to the wealth he wanted to follow.So after studying various asset classes, he came to realize the power of multifamily real estate for generation generating wealth. And since then, he's acquired 32 units and maybe a little bit more and dedicated himself to helping others learn more about the incredible potential of the multifamily asset class.Since this realization, he acquired 32 units and dedicated himself to helping others learn more about the incredible potential of this asset class through his podcast.In our conversation, we discussed:Finding Mentors or Partners to Partner WithGood Work EthicDST is a Solution Alternative for Failed 1031 ExchangeEliminate Private Equities Covered at Tax BreakConnect with Shawn Dimartilehttps://capitalgainstaxsolutions.com/launching-your-multifamily-business-with-shawn-dimartile/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
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Alex Sanfilippo started his first business at the age of 12, selling used golf balls. From there he went on to a real estate investing and technology startup, which he sold two years later, for the past decade. He went into aerospace and worked way up from a part-time employee all the way to a senior executive in a large publicly traded organization. During his time in corporate America, he stayed active with his side hustles which mainly consisted of conference speaking in business coaching. He is also the founder of the lean SaaS startup, PodMatch.comIn our conversation, we discussed:Creating and Leveling Up your Online BrandHow to Apply 8020 Principle for a Business PlanWhat is doing things that don't scale means?Establishing a strong brand.Connect with Alex Sanfilippo:https://capitalgainstaxsolutions.com/creating-a-brand-with-alex-sanfilippo/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Brandon White is an entrepreneur with two successful exits so far under his belt, he worked for two venture capital firms and marketing and at a $200 billion internet company and has been a CEO of venture-backed companies. He's been featured in Forbes Entrepreneur Magazine, Success Magazine, Fast Company. He took all this experience with him and he means teams his powerful mindset tunes his body and cookie builds businesses and developed a new framework as a shortcut for himself. He easily turns his ideas into products, products into businesses, and quickly ramps up sales.A lifelong entrepreneur had a few stops in between as a venture capitalist working for two venture capital firms. He built an online business that generated a six-figure passive income for me for over a decade, a clothing business, and a technology company. For Brandon having dyslexia is a gift given and he turns it into a great work ethic and a desire to compete and to do great things. In our conversation, we discussed:The secret to the Qualified Small Business Stock ExclusionDeferring Taxes in the QSBSEstate Tax and Stepped-Up Basis on ExclusionLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
Curtis May is out of the great state of Philadelphia, and He is the Creator and owner of The Practical Wealth Advisors. And the host of The Practical Wealth Show Podcast, the primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world.He is part of the Prosperity Economics movement and is dedicated to breaking down each client’s unique financial situation so they can rebuild it to fit their ideal lifestyle.  In our conversation, we discussed:Principles on Building Practical WealthWhat is Prosperity Economics?EITC Velocity MethodPractical Step on Getting into the Velocity MethodLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions TikTok
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A Real Estate Broker Associate with Coldwell Banker Residential Brokerage in Huntington Beach, California, Jeb Smith offers his clients the benefits of his more than 15 years of experience in real estate and mortgage lending. He has handled many complex transactions for his clients, including short sales, bank-owned properties, and luxury residential properties. While he was at Re/Max, his previous company, Smith successfully handled a large number of transactions, which helped him to achieve memberships in the Platinum and 100 percent clubs. Smith is a graduate of the realtor institute.Jeb Smith has a work philosophy that is centered around his clients. He strongly believes that his clients should be his top priority and works to provide them with exceptional service at all times. Smith relies on his extensive knowledge and his understanding of both the real estate and mortgage lending industries in order to secure the best results possible for his clients. His attention to detail and service focus combine to make him an asset to both buyers and sellers. In order to offer the most help to his clients, Smith stays current with market trends so that he can make the best recommendations possible. Smith believes that it is important to develop long-lasting relationships with his clients, and he makes himself available whenever they have questions. In our conversation, we discussed:Perspective on what we're seeing in today's real estate marketplaceWhat is 121 exclusion?Overview on the structure of Deferred Sales TrustLack of supply for buyersProviding feedback and guidance on clientsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Adam Abushagur specializes in the acquisition and disposition of single-tenant and multi-tenant industrial assets in the southwest market. His daily mission is to support clients but in engineering innovative advisory solutions designed to bridge their objective today's up today with their goals of the future whether involves industrial acquisition or disposition, complex sale-leaseback advisory services, or capital markets debt structuring.In our conversation, we discussed:The problem facing commercial real estate brokersBiden's proposition and how may affect the sellerTiming on buying or seller something higher on 180 days laterLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Dr. Axel Meierhoefer has a successful career in the Air Force as an Assistant Director of Operations. He founded a consulting company in 2005, the great recession brought some turmoil around 2009, and which kind of helped him transition into real estate. Where he now helps people create and preserve our wealth by buying one to four-unit complexes throughout the United States and other locations.In our conversation, we discussed:Defining performance based on how you have a clear vision for winning.Selection of the turnkey providerProperty RenovationLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Noah Rosenfarb is a 3rd generation CPA that helps high-net-worth entrepreneurs find legal ways to avoid taxes and increase cash flow, sell their companies successfully, manage their wealth, and create predictable passive income. He is a personal financial advisor for a dozen families with a net worth of over $20 million through his family office.He has over 20 years of personal experience investing in real estate, and has built a portfolio of 3,500+ apartment units and 500,000 sq ft of office buildings and retail shopping centers.  In our conversation, we discussed:What is the proper way to due diligence?Conservation Easements StrategyRed face testGetting an independent third party tax opinionLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Brandon Burns is a Senior Vice President at Investors 1031 Exchange with a focus on sales and marketing for the company. Brandon is a very experienced commercial real estate executive who has served on the investment committees over several real estate capital firms throughout his career. He has been involved in over one billion dollars of real estate development and acquisitions and has helped acquire 64 projects that have gone full cycle across many asset classes.He has raised over $600M in equity for various real estate projects and was instrumental in successfully issuing $180M of debt on the Tel Aviv Stock. Brandon has undergraduate degrees in real estate, as well as finance; from Baylor University.In our conversation, we discussed:Depreciation Recapture TaxBackup Plan for Failed 1030 ExchangeDifferent Things on Potentially Limiting or Eliminating 1031 ExchangeTax ReformLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation.  At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance and created Anfield Capital Management, LLC.  From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. In our conversation, we discussed:Understanding the people and good managementConsistency of performanceThe actual legal structure of Deferred Sales TrustLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterAnfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital’s beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request.
Rebecca is a Dziedzic Partner and she is in the Lake Tahoe and Truckee area of California. She specializes in high-end homes, and all things real estate, and she invested in herself with her husband.She is a Professional real Estate Broker/Realtor specializing in the North Tahoe and Truckee luxury home market. She is an expert in working with investors and spec builders, also those wanting to build their dream home. She is enjoying working with locals and first-time home buyers. Skilled in Negotiation, Online Marketing, Sales, and Transaction Management. With over 20 years of experience in real estate in the Truckee and North Lake area, helping buyers and sellers navigate the challenges of purchasing property in the area.In our conversation, we discussed:Housing Crisis ChallengesFreedom from Capital Gains TaxFlexibility of the Deferred Sales TrustConnect with Rebecca Monson:https://capitalgainstaxsolutions.com/selling-high-end-primary-home-in-tahoe-ca-area-and-facing-huge-capital-gains-tax-with-rebecca-monson/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Darryl A. Cavitt, Sr. is an entrepreneur with expertise in business development, capital raising, and tax consultancy for ultra-high net worth clients and accredited investors. He primarily oversees the capital raising efforts for GenEx Cap and has raised over 250M+ across industrial, manufacturing homes, and public-private partnerships for VA clinics. Mr. Cavitt held his Series 7 & 66 licenses in his previous roles at Fidelity Investments and HD Vest Financial Services.Mr. Cavitt attended the University of North Texas, earning a BA in Economics and Political Science-Pre Law. Currently, he's pursuing his MBA at the Cox School of Business and served in the 249th Signal Battalion in the Army National Guard.In our conversation, we discussed:Guaranteed leaseRaising capital for dealsChallenges in finding a co-general partnerHow to deal with the uncertainties in the market?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Michael Episcope is a principal of Origin, co-chairs the Investment Committee, and oversees investor relations, marketing, and company operations. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He has closed over $2.3 billion of transactions and has raised or invested principal funds of over 56 million and averaging a gross IRR of 30%. He's been featured on Forbes ValueWalk and HuffPost. He was a Commodities Trader on one of the exchanges. Now, he's focused on helping others transform the way they invest in commercial real estate. In our conversation, we discussed:Opportunity Zones ProgramDefer, Reduction and Elimination of capital gains taxBenefits of depreciationThe downside of an Opportunity Zone FundLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
RC Peck is a Veteran and LP Master Practitioner and Certified Financial Planner. He founded Fearless Wealth over 22 years ago to train investors to avoid the crashes while fully participating and those long bull markets that can last for years to decades, all without drama. His specialty is training people who have tried everything to help them quickly get control back over their investments and wealth.RC Peck's background is to figure out how to keep the trauma, drama, volatility, instability, and all things unnecessary in your financial life to keep them out of your portfolio. He spent a good deal of his late 20s really kind of figuring out what and what doesn't work. RC has Dyslexia and this didn't hinder him to start his company in 1998 to really pull the trauma, the drama, the fear, the anxiety out of investing, and to really just get the big picture right, and just grow your money in just a powerfully simple way.In our conversation, we discussed:Ways to pick the strongest stocksWhat is the free stock market?S&P 500Experiential learningLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
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Dustin Heiner is from the great state of Arizona. He also spent some time in Fresno. He is the host of Master Passive Income, a blog, and podcast about investing in real estate and rental properties. It's his desire to help you heal and help you succeed in investing in real estate rental properties. Master Passive Income is committed to helping you on your business journey by sharing insights into how to be successful real estate investing in rental properties.Dustin Heiner's desire is to give away as much free information as possible through his blog to help as many people as possible. He wants to help people quit their jobs and replace their income with passive income from rental properties.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
Trevor Ewen has a passion for helping people automate in the industry they're in particularly in commercial real estate. He is an experienced Software Engineer and Project Manager. He has overseen full-stack teams in clean energy insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Bloomberg, Honest Buildings and so much more. He has an MBA from London Business School and an MBA from Columbia Business School. He is currently the  Chief Executive Officer of Southport Technology Group and sourcing with Southport Ventures to buy and grow niche software businesses.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
Michael Episcope is a principal of Origin, co-chairs the Investment Committee, and oversees investor relations, marketing, and company operations. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth.He frequently shares his knowledge with individual investors on Origin’s blog, Forbes, ValueWalk and HuffPost, and his expertise has made him a frequent speaker on real estate investment panels and podcasts.Michael is the former president of the DePaul Real Estate Alumni Alliance and a sustaining sponsor of the DePaul Real Estate Center. He has been a Vistage member for more than six years and lives in Chicago with his wife and three children. He enjoys traveling with his family, snowboarding, and frequents ski resorts all over North America.In our conversation, we discussed:Ways in helping clients and credit investors transform the way they invest in commercial real estateOn how winning looks when mitigating riskFund structure and strategies Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
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Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology Ph.D., the father of five boys, a philanthropist, and an international speaker. He flips roughly 20 houses annually and has over 50 rental properties, numbers that continue to grow every year, he has helped more than 180 people find the right real estate deals in 46 states. His goal is to achieve over $100,000 per month in passive income and to help thousands of people become real estate millionaires.Dr. Nate Lambert is also the author of the Amazon bestseller book, Active Life Passive Income.In our conversation, we discussed:How to pay 66% less in taxes?Accelerated bonus depreciation strategyPay your kids strategyZenith MastermindLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solutions Tiktok
Frank Selden is a tax attorney. He's the founder of 401k ROBS Pros. He's one of the foremost experts in the country on Rollover Business Startups, which is what ROBS's stands for. He's helped thousands of people find the right funding to start their businesses. His desire to help people comes from a passion to make a positive difference. He was a member of the Army National Guard and he provided relief to those in need. As a personal banker, a loan officer, he aided people in sound investment strategies. As a tax attorney, he has advised people on legal ways to protect their assets. And now as a ROB's provider, he helps entrepreneurs fund their business ideas with qualified retirement plans tax-free.Frank grew up in a Dutch Dairy Farm Community where spent most of his life until his early 30s. He didn't really like it very much so he decided to go off in a different direction. He joined the Army National Guard and became a bank officer with a bank in the Pacific Northwest in Watkin County where most of my family is, and really enjoyed the banking career and tell it went through a reorg shuffle where I didn't lose my job, but they basically took all the fun out of it. And a lot of the commission's so I was making a lot less money, I kept the same title. But most of my authority was gone. And I decided I didn't want to play that game anymore. And at the age of 40, I went to law school, use my experience in banking to essentially get involved in self-directed IRAs and rollover business startups right from the very beginning right after law school, and I've been doing that ever since.In our conversation, we discussed:Using 401k or an IRA to finance your own businessWhat is Rollover Business Startups (ROBS) Strategy?Top Reasons why use the ROB strategy? SBA loanLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bailey Kramer is a real estate investor, entrepreneur, and podcast host. He uncovered his passion for real estate investing when he was 19 years old after reading Rich Dad Poor Dad in his college dorm. Since then, he has focused on acquiring properties using creative financing strategies. He also co-founded an off-market real estate lead generation company that serves investors across the nation called Property Dogs. In his free time, he enjoys traveling, playing sports, and eating delicious food.Bailey Kramer's good real estate resource is Bigger pockets, he started listening to their podcasts and was just consuming information. He then began networking with people in the industry. He was interested in syndications initially. He would go on bigger pockets and look at everybody who had the title syndication in their bio. Fast forward, he started a podcast, a meetup group to expand his network further and share what he was learning. He also joined a mastermind group, to get a stronger network and a better learning experience and increase his education even more. Six months later, he partnered up with somebody he met through the mastermind group, and they began hunting for off-market deals. And that's where they are today where they acquired eight properties in the last couple of months, focusing on creative financing strategies and the fix and flip strategy as well.In our conversation, we discussed:First Property DealCreative Financing StrategiesFinding off-market dealsOutbound marketingLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Stormy Aikins is a Certified Registered Nurse Anesthetist. She worked way up into leadership for that role and she enjoyed it. Her husband has a family-owned dairy distribution business, it started in 1976, they distributed little half-pints of milk to the schools and various restaurants around the valley. She and her husband have always had entrepreneurship at their heart. They got into some real estate and rentals. And it found that that had done quite well, branched out into a couple of rentals in Phoenix Metropolitan area and into Parker.She and her husband are now a client of capital gains tax solutions. And they're here to share their story from Airbnb to Deferred Sales Trust for the win and their challenges, what they liked, what the Deferred Sales Trust.In our conversation, we discussed:Sold, Deferred, and Plan to BuildSell tougher and buy more real estateYes to Deferred Sales TrustConnect with Stormy Aikins:https://capitalgainstaxsolutions.com/from-airbnb-to-deferred-sales-trust-for-the-win-w-stormy-aikins/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Nitzan Mosery is an expert in multifamily real estate. He's been involved in real estate for the past 20 years and owned properties nationally and worldwide. He went many years to college but never graduated because he didn't know what he wanted to do back then. His father used to tell him, the two types of people in this world, those that pay rent and those that collect. And that’s how he started on real estate because he always wanted to collect.He is now focused on creating a passive income stream and multifamily investing.In our conversation, we discussed:How to become a successful multifamily investor in today's marketImportance of getting out of debt on forbearance and having liquidity and diversificationHow cryptocurrency is going to pull in real estate acquisitionsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Barry Mathis focuses on helping people buy and sell a property for nearly two decades in the Sacramento region. He is an experienced broker with records for multiple brokerages, a franchise owner and investor, and a property manager. He helps his clients sell their homes for more than 5.4% more than the average agent. As an industry veteran, he is often an early adopter of technology and business practices and is a team leader and a mentor of other agents at the fastest-growing real estate company in America, EXP.In our conversation, we discussed:Duplex indexLoss to leaseRent versus ownWhat was brokerage like before and after joining EXP?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterCapital Gains Tax Solution Tiktok
From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America’s #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.As a nationally recognized entrepreneur in his 16 years of high-level experience in the financial services and advisory industry, he managed over 30 million dollars in assets. Specializing in alternative investments, retirement strategies, and wealth accumulation both internationally and in his hometown of Buffalo, NY.  Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently the founder of The Money School and Money Mentor for The Money Multiplier.As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works.In our conversation, we discussed:Infinite Banking ConceptOn overcoming the biggest objection to a deferred sales trustHow to grow your business or create and preserve more of your wealth with a Deferred Sales TrustHow to use the Deferred Sales Trust to drastically increase your sales and conversions if you're a business professionalRisk Tolerance QuestionnaireSplit-dollar premium financeSpecially-designed whole lifeTriple control of your moneyLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Mark Singer is from the great state of Massachusetts in the Boston area. He has helped individuals and families for over 32 years as President of Safe Harbor Retirement Planning. He focuses on helping people create longevity, with their investments, and also being able to retire. Mark Singer was hired as a Financial Planner in his 20s, not because he had any money, but because he needed to know, in essence, what he didn't know. As he looks back, that was without a doubt the best investment he ever made for himself. He then ended up working with his Planner and they have their own shop for quite some time now. He enjoys working with those who are looking at retirement and helping those people understand what they need to know. Mark singer is also an author. One of the books he had written is Don't Outlive Your Money In Retirement.In our conversation, we discussed:Two-minute quiz to get your number about retirementGood financial planning and investingWhat amount of risk do you need to take to get the return you need?Safe Harbor Retirement Planning, 152 The Lynnway, Lynn, MA 01902. Phone: (781) 599-2660. Securities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC (www.FINRA.org/www.SIPC.org), a Registered Investment Adviser.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Kat Timpson is a realtor in Summit New Jersey. She is focused in helping people buy and sell real estate. As a real estate professional herself, she also has a passion for helping women invest in real estate and spread the knowledge and wealth for more women to invest in real estateAfter years of invaluable homeownership expertise, she was recruited by a successful friend to join the ranks of local real estate agents. She started as part of a team but soon became a single agent so she could craft her own branding and identity.In our conversation, we discussed:Encouraging more women minorities to be part of the real estate marketShort-term capital gains issues Financial ramificationsHow valuable it is to have and listen to your coach?Connect with Kat Timpson:Website: kattimpsonrealestate.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bryan Driscoll is the founder of Think Big Marketing, and also Motivated Leads. He strives to help small and midsize businesses keep up with their competitors through creative customized SEO and social media services. He also has a passion for real estate and a passion for getting leads that can be online sourced so you can close more deals. Bryan is from Pittsburgh, Pennsylvania. He is a father of three. His focus is in digital marketing which specializes in helping real estate and other real estate investors naturally generate motivated seller leads like distressed property. In our conversation, we discussed:How to achieve more leads in the real estate investment worldUse Google and Facebook to generate more motivated seller leadsHow much is the cost for Facebook and SEO?What kind of leads are generated?Connect with Bryan Driscoll:Website: motivated-leads.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Bryan Ellis is the host of Self Directed Investor Talk, a very popular podcast and radio show. Bryan has a vast background in real estate investing and currently serves as a manager of a real estate-focused private equity fund operating in Northern California.  Bryan served as publisher of the Bryan Ellis Investing Letter and is a contributor to Forbes, TheStreet.com, and Entrepreneur.com. He also published a magazine called Self-directed Investor and they are about to launch a new magazine called Accredited Investor magazine that has a slightly different focus than the other one.Bryan got into the real estate world a little bit over 20 years ago. He was a software engineer at the time. When his first daughter was born, he realized that he didn't want to work 90 hours a week anymore and had to find some other way to make some money. He then landed in single-family real estate. He admits that he was really bad at it to start with, but ultimately kind of figured that out and built an email list to support that business. Out of that grew a really fairly large following. He had several 100,000 people on the email list at the time. Through the years, he ended up learning what people really need to know about investment opportunities, what accredited or affluent investors, what they really need to know, in order to make a good decision about participating in an investment opportunity or not. In our conversation, we discussed:Capital raisingUnderstand the value of the information that you have, and how it should be presented correctlyPositioning as someone raising capitalLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation.  At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC.  From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. In our conversation, we discussed:Why David Young said "yes" to the deferred sales trust?why time horizon is the most important element from an Investment Managers' Perspective?Holding period return analysisLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions TwitterAnfield Capital Management, LLC is a registered investment adviser with the SEC. Registration as an investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. This interview is for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any securities. While many of the thoughts expressed in this podcast are stated in a factual manner, the discussion reflects only Anfield Capital’s beliefs about the financial markets in which it invests portfolio assets at this time and may change at any time. The descriptions I make are in summary form are incomplete and do not include all the information necessary to evaluate any investment. Prospective investors are referred to our Form ADV 2A for a more detailed discussion of risk factors, which can be (a) found on the SEC's Investment Adviser Public Disclosure website at: http://adviserinfo.sec.gov, or (b) provided upon request.
William ("Bill") Santana Li is the Founder of Knightscope. He and his partner, have formed a company in response to the tragic shootings at Sandy Hook and Boston Bombings. He has a passion, for creating an affordable platform to reduce both crime and economic burden in places of every facet of society with the right fusion of technologies and social engagement.Knightscope builds fully Autonomous Security Robots, which are a very unique combination of self-driving autonomous technology, robotics, and artificial intelligence, to give our nation's 2 million law enforcement and security professionals, really smart eyes and ears for them to do their jobs much more effectively.Mr. Li earned a BSEE from Carnegie Mellon University and an MBA from the University of Detroit Mercy.In our conversation, we discussed:What are Autonomous Security Robots?The impact on society of these Autonomous Security RobotsMasterplan of KnightscopeThe backstory of how Knightscope startedConnect with William Santana Li:Website: knightscope.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Steve Moskowitz is the founding partner of Moskowitz LLP, A Tax Law Firm. Their tax law firm represents individuals and businesses in tax controversies and disputes, tax litigation, international tax planning, criminal tax defense, tax investigations, offshore banking matters, and tax collection resolution.He has been a tax attorney for more than 30 years. He has made it his personal mission to help business owners, or individual clients, successfully resolve tax issues that go on with their lives. He has extensive knowledge of tax law and a desire for swift and vigorous defense and decades of experience with tax authorities and in the courts. He has unusual perceptive judgment in assessing the best way forward and the right resources to achieve resolution.In our conversation, we discussed:Diversification and be liquid with it with the investmentOvercoming false beliefsTax Deferral StrategiesConnect with Steve Moskowitz:Website: moskowitzllp.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bill Hamel has been in multifamily residential real estate for about 27 years. He had been investing in a lot of small properties. As he learned the business and property management and very well through that process, he recently pivoted to focus on scaling into much larger apartment communities.He currently focuses on commercial multifamily real estate in New York’s Capital Region and the Tampa Bay Area of Florida. He has been actively investing in small to medium size multifamily properties since the 1990s. Over that time, he accumulated and managed a portfolio of 40 properties consisting of 200+ apartments in the Albany, NY market.In our conversation, we discussed:Tips on building good relationshipsDealing with time constraints, specifically in such a hot market. High tenant retention and high tenant referralsConnect with Bill Hamel:Website: hamelrealestate.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Zack Boothe was a window washer at 17. He has window cleaning tutorial videos on YouTube with millions of views. Although he achieved success with his window cleaning business, he always dreamt of being a real estate investor. Taking a leap of faith, he walked away from window cleaning, and within a handful of years, he was making over a million dollars per year from real estate investing. He and his team now spend much of the time giving back as much as they can to help others get started in their company in the competitive game of real estate.Zack Boothe has done over 300 real estate deals and has generated millions. Over the years he made a lot of mistakes and has learned a lot of lessons (sometimes the hard way), and built a dream real estate business.In our conversation, we discussed:What is Real Estate Wholesaling?Overcoming an objectionThe next best step to getting started in Real Estate WholesalingWhat is the 40K's in 40 days challenge?Deal Machine AppConnect with Zack Boothe:Website: dfdmastery.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Anthony Faso and Cameron Christiansen are two gentlemen who has a passion for helping people create and preserve more wealth. They are consultants and hosts of the Infinite Wealth Podcast, and they're also the Founders of Infinite Wealth Consultants. They are from Las Vegas. One of them has served in the US Army and is a self-describing recovering CPAAnthony Faso served in the US army and a self-described, recovering CPA. He has been a CPA for over 20 years. At some point, he is challenged to find something different until he read the two major books that changed his perspectives, Rich Dad, Poor Dad, and Becoming Your Own Banker by Nelson Nash. He incorporated both of these books into his financial advising practice and CPA firm. He then realized that he can't be a jack of all trades, master of none. He wanted to be an expert in one area. So he sold his firm and has been an Infinite Wealth Consultant full time ever since.Cameron Christiansen, on the other hand, moved to Las Vegas 17 years ago and he immediately started a small business. Just like Anthony, he was influenced by the book he read by Nelson Nash. He started sharing with other business owners what he knew and then people were starting to ask for advice. He became an advisor in the industry for 11 years now. He then met Anthony, and just a couple of years ago, they partnered in Infinite Wealth Consultants.In our conversation, we discussed:What is Infinite Banking?Opportunities to create cash flowThe average rate of return and where are the funds invested?Asset ProtectionConnect with Anthony Faso and Cameron Christiansen:Website: infinitewealthconsultants.com, infinitewealthconsultants.com/cresecretsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Ben Golden is the CEO and Founding Member of the IRS Trouble Solvers LLC, which is an organization that's focused on helping individuals and businesses with wages, garnishments, tax liens, delinquent tax returns, advisory, bankers services, and more. He takes a very different approach to each unique case and develops a thorough plan that'll help us resolve tax problems effectively and efficiently.Ben Golden has two offices, one in Alabama, one in Chicago. Their focus is on helping people with IRS problems through different processes. Be able to deal with strategies and using these strategies in order to reduce the total amount that they have to pay the IRS when they find themselves in a difficult situation with the IRS. In our conversation, we discussed:Misconceptions when it comes to tax resolution with the IRSImportance of Filing tax on timeWhy should you respond to IRS immediately?The reasons why 67% of the people who receive a letter from the IRS does not respondKeep your Tax ReturnsConnect with Ben Golden:Website: goldentaxrelief.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Martha Weidmann is the CEO and Co-founder of NINE dot ARTS, where she oversees business planning company finances, marketing, and sales, team development. It's basically a head cheerleader and evangelist to the world about art and ways in which you can connect with you your brand, and help you serve your customers. It could be your tenants, your city, or your building. She is originally from the great state of Alabama.Martha Weidmann is a formally trained artist. She is a self-taught businesswoman with a great network of advisors and mentors that have helped her to grow the company. NINE dot ARTS was started in the last recession in ‘09. Since that time, they have completed amazing art experiences in 36 different states, five different countries, for over 825 different commercial real estate projects. So, they are very well versed in this particular niche. Since the beginning, they've contributed over 35 million to the creative economy. She is very happy to be able to support artists, bringing value to the projects that they work on, and telling that brand story in a unique way.In our conversation, we discussed:The secret for business owners or commercial real estate owners when it comes to using arts to connect their brand story to othersCreating a visionTarget audienceConnect with Martha Weidmann:Website: ninedotarts.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Chris Larsen is the Founder and Managing Partner of Next Level Income, through which he helps investors become financially independent through education and investment opportunities. He has been investing and managing real estate for over 20 years. He has a degree in Biomechanical Engineering and MBA in Finance at Virginia Tech. He bought his first single-family rental at age 21. Chris Larsen went on to basically start syndicating deals and has been involved in over $150 million in real estate acquisitions. He lives in the great state of North Carolina, with his wife and his two sons.In our conversation, we discussed:Why commercial real estate is your go-to choice for investing?Taking advantage of technology in scaling your real estate businessWays to increase Deal FlowConnect with Chris Larsen:Website: nextlevelincome.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Gino Barbaro is the Co-founder of Jake and Gino LLC. He is a father of six children and a restaurant owner for 25 years. He is also a certified professional coach. He invested in over 1,500 multifamily units and $100,000,000 Assets under management.Gino Barbaro is a realtor and investor who has become an authority on multifamily investing. He is the host of the incredibly popular podcast, Jake and Gino Podcast, which he hosts with his business partner Jake Stenziano. In our conversation, we discussed:His entrepreneurial journeyImportance of coachingThe best secret to achieving clarityWhat is a cadence of accountability?Learning Zone and the Performance ZoneConnect with Gino Barbaro:Website: jakeandgino.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Brent Bowers’ interest in real estate began in 2007 when he purchased his first home. In a short amount of time, Brent was able to expand his business. While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Did you know that he bought his first property by borrowing a money deposit from his Great Grandmother? He felt like his grandma tricked him by saying that if he won't pay her, it'll come out of his inheritance. So he paid him back from his agent's commission, but in the end, he never got his inheritance. Brent started buying houses and buying rentals. He wanted to be a little bit different so he started buying land at massive discounts. He started turning around and selling land at premium and retail prices to people that can afford a monthly payment. That took him into a whole new strategy. He's getting passive land income. He started reinvesting back to buildings, houses, and commercial apartments for the tax savings.In our conversation, we discussed:Best-kept secret when it comes to land investingSteps of becoming an land expertPaying delinquent taxes Connect with Brent Bowers:Website: thelandsharks.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Mike Zlotnik is an immigrant from the former Soviet Union. He is a Mathematician by education. He lives in Brooklyn, New York, married, with four kids, and a cat, which he considered their fifth child. Real estate has always been his passion. Even though he had a 15-year career in technology, and was very successful, his true calling has always been in real estate investing. He went full time 2009 and never looked back. Currently, he co-manages a few real estate funds: Tempo Growth Fund, Fund For Growth, Tempo Opportunity Fund, Growth Income Fund, as well as number one-off deals. Mike Zlotnik spent his 15 years in the Information Technology field, managing risk business, intelligence, and quality of complex systems, software, and processes. He then took his talents to real estate investing full time and has been doing that for over a decade. He's now assumed the responsibility of CEO and has founded what is known as the TF Management Group LLC and their focus is on helping people create and preserve more wealth with real estate, in particular, providing short and long term debt and equity financings for a variety of different real estate investments.In our conversation, we discussed:Offers and Services of TF Management Group LLC How Deferred Sales Trust works?How will the big migration affect real estate in New York?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Dan Handford is one of the founders of Passive Investing. He also is one of the founders of Multifamily Investor Nation. His passion is helping educate people and also help his partner's friends and family, make, create and preserve more wealth through value add multifamily real estate, we're excited to announce the opportunity to work with Dan Hanford and his team to bring our clients opportunities to invest in more and more multifamily deals.One of the main reasons why Dan Handford got into real estate was because of taxes. So he started to do some investing inside of real estate, and then started the private equity real estate firm passive investing.com to build and bring on other investors that were in similar situations that can also help to offset some of their taxes. In our conversation, we discussed:Inventory and Return on Multifamily DealsEducating and equipping syndicatorsInvestor RelationsConnect with Dan Handford:Website: passiveinvesting.com, multifamilyinvestornation.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Sean O'Toole is the Founder and CEO of Property Radar. He was also a three-time startup guy in Silicon Valley in the 90s. He launched his first software company, ForeclosureRadar.com at the age of 18 and has been a serial entrepreneur for 25+ years. This brought together his passion for technology, real estate, finance, and economics to build something great. He has also begun to fulfill a larger vision with the launch of PropertyRadar.com with the continued goal of bringing greater transparency and stability to the real estate market.Did you know, Sean taught himself to program and write software professionally at the age of 14? He was selling computers by 16 and writing software. He started his first software company at 18. That gift at 10 years old of getting access to a computer, at least back in 1978 was a huge game-changer for him.Sean is very good at Math, Logic, and computers, which to him is a perfect world. Gifted!In our conversation, we discussed:What is property radar?Step-by-step on how to automate and integrate property and data ownersIntroduction to Deferred Sales TrustConnect with Sean O'Toole:Website: propertyradar.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Buck Joffrey, MD is a surgeon turned serial entrepreneur and the real estate professional with nearly one billion dollars in real estate transactions including $400 million commercial real estate current AUM. He is also the host of Wealth Formula PodcastHe started as a physician and was trained in neurosurgery and then plastics. He got into the edge of entrepreneurship after he read Robert Kiyosaki's book called Cashflow Quadrant and started really looking at entrepreneurship and started that with his own practices, then branched out into other businesses. In our conversation, we discussed:Redefining wealth as the freedom to do what you want with your lifeInsights on the Potential Biden Tax Law changesInvesting in cryptocurrencyConnect with Buck Joffrey:Website: wealthformula.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Brent Sprenkle is a Commercial Real Estate broker with a company called Berkadia. He is situated in Los Angeles. He's been in the business for about 22 years. He primarily sells apartment buildings here and locally. He also tries to buy apartment buildings here and there when he can. He helped a lot of people avoid paying capital gains by engaging in 1031 exchanges or doing some other creative things. He also wrote a book, A Billion-Dollar Portfolio.Brent Sprenkle is also a Math guy. He actually has a Degree in Mechanical Engineering with a Minor in Math. He worked on DirecTV satellites for about three years, it was not as exciting as it sounds and as it turns out, he wasn't that great of an Engineer. This was his turning point. He moved on to a new career, influenced by friends to buy apartment buildings. One of the things that he believes really helped him was that he was very quick with Math. He can look at a deal and size it up to figure out what it was worth, how to evaluate it. But more importantly, as a principle for buying properties, he can pretty quickly look at a deal and determine if there's a look halfway decent on the surface. In our conversation, we discussed:How to make sure you're underwriting a deal correctly?Overview of Deferred Sales TrustBrand New Depreciation ScheduleState of the multifamily marketConnect with Brent Sprenkle:Website: berkadia.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Julia DeLorme is one of the top luxury real estate agents. She was recently at the top 1% of Southern Beach Agents nationwide. She sold over $85 million dollars in luxury real estate in Hollywood Hills.At a young age, she visits construction sites with her father who is a Hotel Developer. Julia has a well-rounded approach to buying and selling real estate. She found her way from advertising into 1031 exchanges, and then into residential real estate and she's been selling residential real estate for 7 years. She worked at Sotheby's and now with Douglas Elliman who is working with the Altman Brothers, one of the world-class top real estate brokerage firms in the world. She has a great hands-on approach with her clients to finding value and making sense of real estate.In our conversation, we discussed:Illustration of how Deferred Sales Trust worksWho is the trustee to the trust and who's helping facilitate that?Restrictions of Deferred Sales TrustFrequently asked question on Deferred Sales TrustConnect with Julia DeLorme:Website: juliadelorme.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Sabrina Wilcox is a Certified Public Accountant. She graduated with honors from Central Michigan University with a Bachelor of Science Degree in 2007. She then graduated from the Accounting Program at Lansing Community College, completing the necessary coursework to sit for the CPA exam. After passing the CPA exam in 2009, she joined a small CPA firm. She prepared individual corporate partnerships and trusts in the state and nonprofit returns. She also participates in tax planning, consulting as well as handling IRS correspondence related to pass, do taxes and penalties. Sabrina kind of knew early on that she liked working with numbers. She likes the puzzle-solving that comes along with being an Accountant. So that kind of steered her in that direction, career-wise. She is now with Admin Books, which is a Strategic Alliance of Capital Gains Tax Solutions.In our conversation, we discussed:Admin Books as a one-stop-shopQuickBooks Online Pro ApplicationCommonly asked questions of high net worth clientsConnect with Sabrina Wilcox:Website: adminbooks.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation.  At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC.  From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. In our conversation, we discussed:Smart decisions to make in the world of post-COVID-19Two different dynamics, the real economy, and the financial economyWhat is the value of the deferred sales trust in the current time?Donor-Advised fundsHigh conviction tips for investorsConnect with David Young:Website: anfieldcapital.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, and from Georgetown University with a Certificate in Project Management.Scott Lewis focuses heavily on self-storage. He does everything from finding their own deals, funding, and then operating them both from asset management, property management, and also construction management. In our conversation, we discussed:The unique advantage of self-storageThe best secret to finding quality value add self-storage opportunitiesRecapitalizing the assetNegotiating StrategyConnect with Scott Lewis:Website: spartan-investors.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
James Kandasamy is the co-founder of Achieve Investment Group, a multifamily investment company, and he's passionate about helping invest passively in commercial real estate. He has over seven years of experience in real estate and more than five years in multifamily acquisitions and asset management. He has identified, underwrote, and oversaw the acquisition process of about $180 million of quality multifamily investments, and 10 plus assets and still growing. Right now the average IRR in their portfolio is more than 20%. He is also the author of the Passive Investing in Commercial Real Estate book with 85-star reviews on Amazon. This book gives you insider secrets to achieving financial independence.In our conversation, we discussed:How and where to find deals to investWhat would a brand new depreciation schedule on every deal mean?His thoughts on the new buying tax plan as it pertains to investment and real estateConnect with James Kandasamy:Website: achieveinvestmentgroup.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Reed Goossens is a real estate entrepreneur and Managing Partner of Wildhorn Capital. As a native Australian, Reed moved to the U.S. to pursue his investing career in early 2012.He started his real estate investing journey back in 2009 when he read “Rich Dad Poor Dad” by Robert Kiyosaki. This book opened his eyes to a world of entrepreneurship that he never knew existed. Since then, Reed has been involved with large-scale commercial construction and real estate development projects. His expertise includes project management, property development, and key stakeholder management. In our conversation, we discussed:The barriers to entry into secondary tertiary marketsHis first challenge of the capital gains tax and what he’s seeing as an opportunity to buyUnderstanding the totality of what's going on in the marketConnect with Reed Goossens:Website: wildhorncap.com, reedgoossens.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Kyle Stanley is the host of The Fearless Investor Podcast. He helps people learn investing strategies for Airbnb, real estate, and passive investments. He's been an Airbnb host for 5 years and a real estate investor since 2018. Here is a little backstory of how Kyle started in Airbnb and how he flew from there. At first, he was just doing it in a room in his house. Later on, it was in April of 2019, when he heard a podcast, he learned that he can go out and can rent from landlords. With their permission, sublease it on Airbnb and keep the difference. He realized that by doing this, he can actually net $1,000 a month for a place that you have basically no risk. Basically, you will be a mediary of just connecting a home to a short-term guest and you can make a huge profit in the meantime.In our conversation, we discussed:Airbnb modelHow to structure a deal with a landlordSteps in running an AirbnbIs Airbnb better than a regular rental?Connect with Kyle Stanley:Website: fearlesskyle.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Logan Freeman is a commercial real estate investor, developer, and broker. He is the key principal of FTW Investments which owns over $50M worth of real estate including over 700 apartment units, an 800 unit self-storage facility, 2 hotels, and two NNN retail shopping centers. He is also the host of the Compression Podcast. He specializes in off-market and investment properties. He represents buyers and sellers of multifamily and commercial properties. He sources cash-flowing properties for investors through creativity, networking, and work ethic which has developed into a proven strategy to win. In our conversation, we discussed:What is the transformational exit?How to legally break free from capital gains tax?How to find the freedom to buy and sell your business or property or other highly appreciated assets without ever worrying about the 1031 exchange?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Hall Martin started out as an Angel Investor. He's a host of an amazing Podcast called Investor Connect. He is the founder of the Ten Capital Network and he has helped over 12,000 investors and startups raised over $740 million. He focuses on venture funding, angel networks, crowdfunding, pitching, fundraising strategies, growth strategies, go to market strategies, and business model developmentIn our conversation, we discussed:Identifying a business model that will run the businessThe biggest mistake entrepreneurs doWhy find a COO - Chief Operations OfficerHow they help startups and investors connect for funding based on the growth storyWhat the investor wants to seeLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Billy Skeels has 25+ years of experience both in the Corporate World and Commercial Estate. He is also a father, a husband, a corporate person who has been doing enterprise application software sales, and a Podcast host of "Going Long Podcast with Billy Keels".In 2013, he was inspired to start his own company which focuses on aggregating capital for the purpose of investing it in real assets such as smaller multifamily units, apartment complexes, mobile home park communities, ATM machines, and equipment used in the energy sector in various locations across the USA. He can also speak five different languages. Incredible!In our conversation, we discussed:What is the 506 (c) investing platform?Strategies to invest in ATMs, Mobile Home Parks, and Multifamily UnitsWhat are the visions a corporate person should have if he wants to become wealthy using real estate?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Mark Kennedy is a financial advisor, he is a specialist when helps in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas, California-based Registered Investment Advisor founded in 2008. Mark Kennedy is in the financial services business in some form or capacity for about the last 25 years. Back in 2000, was a kind of his wake-up call for everybody, because the markets took a really big hit. And at that point in time, they decided that they had to use safe money strategies with clients.  And they found that through the years, that wasn't really the only way that they should be helping clients. And when 2008 came around, they saw another round of people losing their life savings. And he said that they need to really take on Wealth Management ourselves in a very big way.In our conversation, we discussed:Steps in considering building a blueprintFrequent questions that clients are afraid to askUnderstanding Net Income Tax AdvantageLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Susan Trujilo is a senior escrow officer at Orange Coast Title in Northern California.She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or title officers to help streamline transactions. She truly enjoys her career because she gets to meet different clients, buyers and sellers, and realtors that helped her get educated. She also enjoys her profession because of the variety of transactions she gets. So with that growth, she believed that brought her to what her career is now.In our conversation, we discussed:Direct deedingDifference between the deferred sales trust versus the 1031 exchange in terms of paperwork or technicalitiesTitle insurance vesting - what they will need to double-checkLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David Sloan is a multifamily syndicator and specialist and he's focused on value add multifamily throughout the United States. He's a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of Sunstone Hotel investments, which is a publicly traded read. And that role, he managed all legal functions, including securities, manners, and real estate transactions.David Sloan has formerly had a real job and was at a larger company. And in 2014, and 2015, he started to dabble a little bit with one of his current business partners, Jordan Fisher. And they’ve grown their platform to over $200 million now. And assets we've taken, Nike deals full circle, that's purchasing, stabilizing, and selling, we have another seven assets that they currently own. And they have two more under contract, which is their Spanish Oaks deal in Las Vegas.In our conversation, we discussed:How he started to become fascinated about helping others achieve wealth through multifamily investingFrequent questions that potential clients ask for next wave investorsDeals that he found in the Las Vegas AreaHis experience with the Deferred Sales TrustLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Damon Burton helps companies grow and show up higher on Google for words that they can monetize. His clients and businesses have been featured on Shark Tank and recognized by Inc. I think seek magazine as well as a consultant for Dollar Shave Club and Dan Locke. This online marketing expert has beat billion-dollar companies at their own game and has proven strategies to grow your business. He has an amazing new book called out called Outrank.Damon Burton had been of stay in the lane of SEO for 14 years.  He believes that SEO is needed to grow your business through organic reach, increase your sales, and eventually, sell this for a bazillion dollars.In our conversation, we discussed:What lights him up about being able to do for businesses and his clientsStrategies to help clients implement to rank higher on GoogleSteps that will help you succeed in your businessLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.Michael Lynch has been doing financial planning with businesses and business owners, professionals, and even janitors for about 20 years. He got into it after a successful career in media, in the think tank world. He is passionate about helping people really live the best life they possibly can and finance it. He  accumulates wealth, uses wealth, and enjoys their life.In our conversation, we discussed:The Platinum rule says to treat people the way they want to be treated.Clarify your wealth plan and clarify what's real.Some of the biggest secrets for high net worth individuals to keep it simple and not make mistakes with the wealth accumulated.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
David Young is located in Southern California, and he is the founder and chief executive officer of Anfield Capital Management LLC. With over 30 years of investment experience, he has worked with many of the largest and most sophisticated institutional and private investors in the investment strategy with an investment strategy, portfolio management, and asset allocation. At the end of 2008, he retired as Executive Vice President with PIMCO to rejoin UC Irvine Merge School of Business as an adjunct professor of finance, and create Anfield Capital Management LLC. From 1999 to 2006 he was the head of PIMCO, his account management group in London, where he built a team of 25 investment professionals managing over 200 client accounts and approximately 50 billion in assets across the UK, Europe, and the Middle East and Africa. He spent his career in the investment management business. At one point, he wanted to kind of rediscover his passion for the art and science of managing money, so he saw an opportunity to kind of step to the side and work with a different type of client, financial intermediaries, interesting types of transactions and get back in touch with the clients. In our conversation, we discussed:What is the deferred sales trust? Is it legal? How does it work?The expected return and required returnInvestor's risk toleranceDiversification liquidityLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Tyler McBroom has a passion for helping you to gain more cash flow and grow. He's a CPA and he wants you to know where your money is going to pay less in tax and become financially free.Tyler McBroom is managing a partner at measure results CPAs. And it's a firm he runs with his dad and his dad started his first firm when he was three months old. And then now this is their second firm, and they are growing it together. And they are focused on helping business owners pay as little tax as legally possible and stay out of trouble with a big emphasis on staying out of trouble and increase their cash flow and profits as they grow their business.In our conversation, we discussed:How he became obsessed with helping others achieve financial freedom with their wealth through creative tax planning and strategies.Secrets for the mid-size or bigger size to cash flow and grow their business.Systems and the processes and the steps to help people put in place by the service they provide.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ricardo Matos was born and raised on the island of Puerto Rico and to an entrepreneur father working in the furniture wholesale business. He was destined for greatness as a child at a young age, he learned the importance of establishing a foundation of success. Successful business in the tools and attitude necessary to help any business succeed is entrepreneur spirit was passed down from generation to become the impulse which drove him. He created his first business at the age of 12. A paper route that quickly grew from 25 subscribers to 535 in less than eight months, and no doubt became the newspaper reporter of the year. He offers a host of wealth to all of his clients he serves. He's the founder of Saiter Real Solutions Franchise.Ricardo Matos’ background is in business development, do a lot of statistical quantification analysis, reverse accounting engineer for the oil and gas industry in many other different business entities, he started at a very young age and intrapreneurial mind helping people expand their knowledge and wisdom due to the fact that his dad was with an intrapreneur as a business go-getter. His dad always encouraged him to move forward in life by thinking outside the box and not within the box. Before even the box terminology even existed. He basically followed his dad's path.In our conversation, we discussed:Emphasizing the methodology of what it takes to own a business.The most important thing to determine if franchising your business makes sense.What can an individual do to make a success in business.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Sean Pan is a hard money lender, real estate investor, based in San Francisco Bay Area, and invests in single-family renovations as well as out-of-state investments in Jacksonville, Florida. He is the host of the Everything Real Estate Investing Show where he knew US top investors and professionals, agents, architects, contractors, and inspectors to shed light on what they do, and how to help investors succeed in the industry. He also hosts some local meetups in the South Bay in the Bay Area there and produces real estate-related videos and consistently reports on local real estate news. He started real estate investing about five years ago, and back then he was an engineer working for a defense contracting company. Just by working there for several years, he realized that this is not the place he wants to be in 30 years. He thought of the different things he can do to kind of escape that reality and to get to live the life that he wants to live. That's why he started investing in real estate, buying some rental properties over in Florida. Then he started to flip some homes locally in the Bay Area. He also started his podcast YouTube channel, and now he’s a hard money lender. In our conversation, we discussed:Hard money lendingFuture of investing in real estate - cap rates and cash flowWhat lenders are charging right now - the points on the deal and interest rate? What is origination fee?What is the best Secret to Building your real estate brand online?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Todd Miller is originally from Hollywood and he took Hollywood over to Asia. And then he decided to make a shift. And this shift is focused on helping people create and preserve their wealth through investment, real estate. And he is on a mission to enrich people's lives by trading financial insecurity for financial security and perhaps even doing it through virtual ways.Todd Miller is a Hollywood executive by profession. But he realized that the entertainment business is not so entertaining as a place to have a career. After 25 years of doing the professional thing, he decided that he wanted to maximize his time. And so he became an early retiree. He lives on the beach and tropical Thailand. And over the past five years, He developed a US property portfolio, that finances his lifestyle. And he wrote a best-selling book in rich create wealth and time, money and meaning.In our conversation, we discussed:How he became obsessed with helping others to achieve financial freedom through investment.Steps on how to achieve financial success.Building systems and teams on a remote basis to be so passive.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Micah Logan is a dynamic entrepreneur, business owner, and visionary who's built a diversified profitable health and fitness enterprise. From humble beginnings, he has nurtured a multi-service, multi-location, award-winning business. Boston's A-list top five in personal training with a value proposition focused on high-quality client service. He's also a trusted consultant to small business owners.Micah Logan went to school for psychology, nothing like what he is doing now. He worked in various settings - boutiques, health and wellness and, medium-sized companies. Eventually, he opened his own business back in 2005 but it failed 13 months later. He partnered with a physical therapy company where he had a great relationship with them. However, because of the retraction, it didn’t work out. He took these experiences as a turnaround to create a business model that works really well. Now, he’s very excited about his brand-new business that focuses on the widgets that they reproduce, which is basically exercising relationships.In our conversation, we discussed:Secrets to creating or recreating an ecosystem with the inside of a business to get rid of efficienciesThe processing of the deals - budgeting and paperwork and the day-to-dayFranchise system and the industryHow to systematize everything you're doing in business - hire an assistantLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Mark Stubler is a real estate Pro, and he is on a mission to help the average Joe or Jill find a turnkey real estate investing business that can help you grow wealth very fast. In fact, he is the founder of Joe Homebuyer Franchise. In a short amount of time, he built the Joe Homebuyer franchise model into a multi-million-dollar company through franchising. He provides the blueprint for his operations that enables anyone with some grit to be successful in real estate investing. He came from a completely different industry. And with his journey of wanting to be an entrepreneur, he actually dabbled with the Amazon business. Because he likes the passive nature of an Amazon business. He did some research, took some light courses, trying to figure out what was going to be best for his path. Then he ended up on the real estate path.For five years he has done hundreds of transactions, worked with hundreds of families, providing lots of value, and in marketplaces, he specializes in wholesaling and rehabbing. He also keeps rentals as the opportunity presents itself. As the founder of Joe Homebuyers, their mission is to improve lives by delivering creative real estate solutions.In our conversation, we discussed:Negotiating lower pricesExit strategies including fixes and flips in real estatePaying ordinary income taxLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Marian Esanu is a self-made millionaire. He used his unique ability to generate sales, multiply profits and build automated systems that help entrepreneurs create sales on autopilot.He is originally from Romania. He came to the United States at the age of 21 with no money and no connections and not a word of English language on his lips. He worked different jobs until he started his first business, a local brick-and-mortar fitness equipment transportation company. A few months later, about nine months, the company grew. They were making six to $700,000 in sales. This is how he started his entrepreneurial journey.  However, due to some immigration papers that didn't meet the deadline, he had to leave the country for about nine months.It was then he realized that in order to have a bigger impact, he needs transition into the services that were selling their offers online because that's easier to scale. His focus now is to work with coaches, consultants, online creators, helping them productize their business model and automate the whole process.In our conversation, we discussed:Taking the business online, adjusting and adapting, and use the skillsetsThe Nine-step process from listing at least five to 10 people that are already doing what you're trying to do, tools to use, knowing your competitors, what they offer, and more...Group coaching package wherein people get a one-on-one call when they enroll. They also get access to an online course that they watch. And every week, they get access to group coaching calls where they can ask questions, share the screens What is the biggest difference in adapting innovation and automation The need for a valuable coach, expert, or a mentor who's been through it to help you implement Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control.   It all began when he was laid off as an Electromechanical Engineer. He was forced to look for options and ended up being recruited by a local financial services firm. About the same time, he started investing in real estate and his career in financial planning began. He was given the task to start a department within the company and offer self-directed retirement solutions. In 2010, he founded Sense Financial Services LLC wherein they provide clients with the solution, giving them the opportunity to obtain checkbook control over their retirement accounts. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.In our conversation, we discussed:How Individual Retirement Account (IRA) and 401(k) worksWhat is solo 401(k), its features and benefits especially for self-employed and business ownersHow you can use leverage inside a 401kHow to obtain checkbook control and have some options here to grow your wealthLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Garrett Sutton is the founder of Corporate Direct, and he founded that in 1988 to assist entrepreneurs and investors in protecting their assets, maintaining their privacy, and advancing their financial goals. He is also a best-selling author and one of Robert Kiyosaki's Rich Dad advisors.Garrett Sutton grew up in San Francisco Bay area and went to the University of California at Berkeley, Hastings Law School in San Francisco, and the University of California's Law School in San Francisco. He always liked corporate law, and he practiced law in San Francisco and Washington, DC.He became very fortunate to become associated with Robert Kiyosaki and his team in the year 2000. He worked with Robert and the team for 20 years, and they've traveled not only in the United States but around the world, teaching financial education. He has a great desire for people all over the world to learn about financial education, and it's just been really rewarding.In our conversation, we discussed:How to protect your assetsImportance of diversification, liquidity, and being out of debtHow they assist people leaving the state of CaliforniaImportance of investing in real estate based on what he learned from Robert KiyosakiLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Bruce Wehner is the Lead Advisor of The Money  Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor.Rachel Marshall, on the other hand, is the Co-Founder, Chief Financial  Educator, and Content Strategist of The Money  Advantage. She is known for making money simple,  fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy.Bruce Wehner and  Rachel Marshall are the co-hosts of The Money Advantage podcast, the popular business, and personal finance show.It all started when Bruce Wehner was approached by someone from Franklin Life. At that time, they were recruiting educators to actually work part-time, to teach financial education for their whole life insurance products as a way to have tax-free retirements. This is how he got into the financial industry. Bruce met Rachel several years ago because their parent company in St. Louis, e3 Consultants Group, was actually trying to help the industry be more collaborative. They thought that if they could actually raise the tide, all the boats would go with it and so they were trying to do things in a collaborative, not a competition. They had the idea of doing The Money Advantage Podcast so that they could teach educational financial topics and that's where they are today.In our conversation, we discussed:●  Cost segregation strategy●  Tactics to accomplish the purpose of cash flow and control●  Importance of controlling when and how you pay taxes or getting money into a tax-free situationLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ryan Kelly is a Practice Sales Consultant at Practice Exchange, LLC.  He is focused on optometry brokerage that sells dental & optometry practices nationwide.  It all started when Ryan’s dad was hinting at him if it’s something that he wants to do. Eventually, when he got into grad school and took his MBA, he then decided to take part in the company, Practice Exchange, LLC, since it is a family business after all. He started talking to doctors on a daily basis and realized that they have a fantastic profession. They're helping people on a daily basis, and then they create these assets that are very lucrative. But something that not many people understand is these lucrative assets, they're very volatile.When he found out how many doctors ended up at the tail end of their career, sitting on a dying asset, it was something that kind of gave him a little bit of a rejuvenation, to really go out there and meet as many people as possible and help as many people. In our conversation, we discussed:How their services help create and preserve more wealth for a particular doctorHow to best leverage services and expertise to help grow the businessDifferentiate between practices for both dental and optometryHard assets or GoodwillLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Peter Conti– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 074 Creating Wealth in Commercial Lease Options with Peter ContiPeter Conti is an expert in commercial real estate and he co-authored the book, Commercial Real Estate Investing for Dummies.Because he didn’t feel that college was for him, he started out as a car mechanic 30 years ago. He educated himself in the world of real estate and bought his first commercial property. Since then Peter has partnered with thousands of people all across the world to help them transition into becoming successful real estate investors. Currently, his focus is on commercial lease options, which involves acquiring commercial property using owner carry and commercial master lease terms combined with an assignment contract to create sizable upfront paydays. What I haven’t mentioned is how Peter survived a tragic mountain bike accident and his road to recovery. It is truly inspirational! In our conversation, we discussed:Peter’s Appalachian trail adventure as part of his recovery process.The major reset with retail and office space due to people working from home.Tax savings in syndications.Advice-pick one commercial area and do it faster.Software tools for better efficiency.See the notes below to get Peter’s new book, How to Profit with Commercial Lease Options for free. Enjoy the show!Connect with Peter:Website: petersfreebook.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Patrick Lilly– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 073 Best Practices in Building and Preserving Wealth with Patrick LillyPatrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’s also achieved the Keller Williams Pinnacle Award, which is presented to the top 20 agents in North America, and he was named, The Wall Street Journal’s top 250 agents.I’m grateful for Patrick sharing his time. Here are some topics from our conversation:The definition of confidence.Delegate to your team for your benefit and the client’s.Aligning values with personal and professional goals.Investing in the Northeast market for appreciation or development.Transparency in business and sharing values.Enjoy the show!Connect with Patrick:Website: patricklilly.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Matthew Chancey, CFP– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 072 Importance of Tax Planning with Matthew Chancey, CFPMatt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.Matt looks for clients who are going to partner with him for the rest of his life to help them make good financial decisions because a good financial decision isn’t a onetime investment.In this in-depth conversation, Matt discusses several topics including: The resistance of the 1031 exchange.Learn how to stack up tax strategies.Upgrade your skills with education.The essentials of pre-planning tax mitigation strategies.Teaching finance to pre-release felons.Matt is filled with tax strategy wisdom, so be sure to take notes. Enjoy the show!Connect with Matt:LinkedIn:  www.linkedin.com/in/mattchanceycfp/Connect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Marty Hall, CRE Broker– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 071 Learning About Deferred Sales Trust for the First Time as a CRE Broker, with Marty HallToday I’m on the hot seat! I’m Brett Swarts, host of the Capital Gains Tax Solutions Podcast. My specialty is helping people, wealthy people keep their money working for them when selling their business, real estate or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax.The tables are turned, and Marty Hall, a CRE Broker, is going to interview me. Marty is creating a Sales Trust for the first time. He’s giving his suggestions and will find out if I can improve on his proposal.So, today’s episode is a 40-minute training session. I hope you’ll take notes and put into action. Listen to hear if Marty’s proposal makes the grade.Let me know your feedback. And contact me if you’d like to put me on the hot seat!Connect with Marty:Website: Connect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Tandy Pryor, CoachCapital Gains Tax Solutions Podcast with Brett SwartsEpisode 070 Empowering Entrepreneurs by Increasing Their Wealth and Productivity with Tandy PryorMy guest is Tandy Pryor, a high-level executive coach who primarily works with financial advisors and wealth managers. For over 10 years, Tandy has helped her clients transform their lives to live more joyfully and make more money.Tandy uses her intuitive advice and insights to help clients rediscover personal power, set clear boundaries, and heal from experiences. In our conversation, Tandy shares her insights and wisdom, including:Setting boundaries and finding your ideal client.Practical ways to work with boundaries at home or work.Growing and setting your inner-self.Defining what is owning your power.The importance of having a coach and support system.Let me know your thoughts!Connect with Tandy:Website: www.tandypryorcoaching.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Thomas Braegelmann, CEO, GCA Equity Partners– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 069 Finding Secure and High Return Deals with Thomas Braegelmann, CEO, GCA Equity PartnersMy guest is Thomas P. Braegelmann, CEO of GCA Equity Partners and the Kensington Fund. Tom looks for finding deals that have higher returns but are also secure. He offers lending opportunities to people through his lending business and real estate offerings. With Tom’s leadership, and through the development of the National Construction Lending Alliance™ program, GCA took part in the funding of more than $100-million in real estate transactions nationwide in under 18 months.Tom takes a very collaborative approach in how he structures real estate transactions.In our conversation we discuss:Finding the right collaborators.Using a self-directed IRA for tax deferments.Profit sharing in the investment strategy.Creating clarity between passive and active investors.Shared appreciation for mortgages and equity ownerships.Mentioned in the show:Book on Amazon: Mastering Real Estate Investing with Private Money.Connect with Tom:Website: gcaequitypartners.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Jen got into real estate in 2003 as an investor growing her buyer and investor business and became the top agent in her office within the first full year of being in real estate. In the great real estate market crash of 2008, she pivoted to working with REO, short sales, and investors which taught her a lot about grit! When the market turned around in 2011 she worked at the trustee sales with investors and flipped over 40 homes that year while growing her traditional real estate business through digital marketing including blogging, video, and internet marketing.In 2014 she started her team, and in 2020 sold 373 homes and over $178million in real estate volume. Some of her achievements include winning the Team of the Year award by the Arizona School of Real Estate and Business in 2019, one of Real Trend national Best Agents 2013-2020, the Women of Strength award given out to a local realtor in her community every year, and was the Top female Remax agent in the state of Arizona in 2017 before she moved to eXp Realty in 2018.Jen is also a mom of 4 ages 5-23, owns multiple businesses & investment properties, is a foodie, a biohacker for any health nuts out there, a podcast junkie, a reader, skydiver, and a lifelong learner with a ton of curiosity and a wild imagination.In our conversation, we discussed:Secrets on Building Wealth with PeopleLearn How to Grow BusinessMoving Beyond Selling Real EstateConnect with Jennifer Wehnerhttps://capitalgainstaxsolutions.com/sell-it-or-lease-it-for-free-program-with-jennifer-wehner/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Joseph and Jasmin Mims– Capital Gains Tax Solutions Podcast with Brett Swarts Episode067 Creating Wealth Through Value Added Opportunities with Joseph & Jasmin Mims, Co-owners Abundant CultureAbundant Culture is a husband and wife run company that buys and sells businesses. After leaving the military and the reserves, Joseph started the quest to educate himself on what it meant to have financial freedom. Jasmin, also a military veteran, works side-by-side with her husband. Their first investment was in real estate, the second in a coffee shop.When Joseph saw how well real estate and a business worked together as a wealth strategy, he started a private equity company. Today, the company buys and sells businesses, and educates and coaches people on purchasing real estate and business as a wealth strategy. In my conversation with the couple, we discuss:Self-education after the military.Being a systems builder or a systems expert.The challenge of finding the right business owner and right broker.Analyzing a business to get a handle on real cash flowUnderstanding the actual value of a business up for sale.Raising capital and entering the fund world.Enjoy the show!Connect with Joseph & Jasmin:Website: www.abundantculture.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swarts
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Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall Street– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 66 Discover Why the Wealthy Pay Less in Taxes with Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall StreetJoey Muré and Russ Morgan co-founded Wealth Without Wall Street in 2015. Joey and Russ have tried-and-true methods, along with a team of experts to help clients execute business plans and build wealth.The free Wealth Without Wall Street community has over two-thousand members who continually share their journey to financial freedom. The concept of Joey and Russ’s education program is to help clients create passive income, reduce taxes, and implement infinite banking. They also offer a course specifically on IBC 101 that people can study at their own pace. In our conversation we discussed:Infinite banking and its benefits.Life insurance contracts-a good tool if used correctly.Creating more passive income.Easing the burden of cash windfalls.The mindset change-not trading time for money.Enjoy the show!Connect with Joey & RussWebsite: https://www.wealthwithoutwallstreet.com/about-usConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jason Habeeb, Habeeb Real Estate– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 65 Learning your Tax Deferral Options with Jason Habeeb, Habeeb Real EstateJason Habeeb is the owner of Habeeb Real Estate. He is from San Francisco and has served the Greater Sacramento Area for the past 18 years.Habeeb is not only a real estate agent, but he’s someone who’s focused on helping people with charitable causes, using tax strategies that become a win-win for everyone.In our conversation, Habeeb shares:The charitable remainder trust and how it saves a client’s money.Pre-planning to save money on capital gains tax.The inspiration from his mentor.His power team–financial advisor, attorney and CPA.The questions to ask your team to save on taxes.Enjoy the show!Connect with Habeeb:Website: habeebrealestate.comConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 64 Preserving Wealth Thru Multifamily Investing with Gino Barbaro, Co-Founder Jake and GinoGino Barabo is co-founder of Jake and Gino, a multifamily real estate education company that offers coaching and training in real estate. Gino is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1,500 multifamily units.Gino teaches a program based on the proprietary framework of Buy Right, Manage Right, and Finance Right. Honeybee is his latest book.This conversation is packed with lessons and strategies. Get ready to take notes as Gino shares:Cost segregation for capital gains tax deferral.Stay in your investing lane but diversify.Life coaching and developing your character.Lessons learned, and dumb debt is not your friend.Finding great strategies and book recommendations.The Youth Academy.Enjoy the show!Connect with Gino:Website: https://jakeandgino.com/honeybeeBook: The HoneybeeConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Chris Larsen– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 62 Taking Your Wealth to The Next Level with Chris LarsenChristopher Larsen is the Founder and Managing Partner of Next-Level Income. His mission is to help investors become financially independent through education and investment opportunities.When Chris was just 21 years old and a student at Virginia Tech, he purchased a single-family house as an entry point into the real estate industry. He quickly figured out that multi-family is one of the best ways to create and preserve more wealth.Chris and his team have raised over $12-million and has over $150-million of real estate acquisitions. He also invests in equities, oil, gas, and small business lending.In our conversation Chris shares:The multi-family space and passive income.Follow what the rich invests in: real estate, precious metals, small businesses, oil and gas.Market opportunities in the Southeast: multi-family space with minor renovations.Setting up investment structures on the front end to prepare for various tax situations.Be sure to check out Chris’s new book, available for free at his website.Connect with Chris:Website: nextlevelincome.comConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Victor menasce– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 59 Investing in Real Estate and Scaling Your Business with Victor MenasceVictor Menasce’s company is based in Ottawa, Canada. He develops apartments, senior housing, and hospitality in several markets across North America, including Banff, Alberta, Louisiana, and Philadelphia.Victor started his career as an electrical engineer designing weird and wonderful microprocessors in the telecom industry. He made the big switch to real estate because career burnout and traveling back and forth to Japan every two weeks was a strain on him and his family.It was a sudden turn to leave the Silicon Valley world and march, head first into real estate!Victor shares the difficult lessons learned from making that big shift to a totally different industry including:Being inspired by his grandfather’s invention–the IBM Selectric Typewriter.The myth that real estate is passive income.Tax deferral–don’t trigger a taxable event!Investing in partners you trust.Using other people’s money to accelerate.The keys–knowledge, emotional drive and motivation.Enjoy the show and listen to more of Victor’s experiences on his Real Estate Espresso Podcast.Connect with Victor Menasce:Website: https://victorjm.comPodcast Real Estate EspressoConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.com
Vinney Chopra – Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 58 Buying Multifamily Investments with Vinney ChopraVinney Chopra is a commercial real estate broker in California, and an expert multifamily syndicator. Vinney came to the U.S. with only seven dollars in his pocket. Despite the challenges, Vinney has achieved outstanding success in marketing, sales, motivational speaking and real estate investing. In 12 years he developed 29 syndications-14 in past three. He has achieved enormous success controlling over $350-million and 4,200 doors in this niche market. He and his 67 professional full-time team members manage all assets from acquisition till disposal.Vinney is the CEO of Moneil Investment Group that oversees his syndications, and the CEO of Moneil Management Group that oversees his properties. Vinney uses his proven ideas and techniques for multi-family and senior living syndications that have helped him grow his business exponentially.With his passion to help people and his drive to build lasting legacies, he is an example of what positive thinking can do to affect one’s life and that of others.Vinney’s nickname is “Mr. Smiles” and “Mr. Enthusiasm.” He has always believed in a person’s ability to shape the world through positive thought and selfless actions. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Vinney Chopra about building business relationships and growing from humble beginnings.Here is what to expect on this week’s show:●     Vinney’s start in real estate and how he moved to business and marketing.●     The steps in your business journey and planning for the future.●     Starting as an entrepreneur - what to invest in and how to do it.●     The history of Vinney’s multifamily company.●     Working around challenges. Connect with Vinney Chopra:Website: https://www.vinneychopra.com/Facebook: https://www.facebook.com/VinneyChopraInstagram: https://www.instagram.com/vinneychopra/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Trevor McGregor – Capital Gains Tax Solutions Podcast with Brett Swarts Episode 057 Focus on Personal Development and Leadership to Grow Your BusinessWith Trevor McGregorTrevor is a High Performance - Master Coach with over 25,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Trevor is also an active Real Estate Investor holding assets in his portfolio that range from owning single family homes in Vancouver to owning Multi-family apartment buildings in places like Texas, North & South Carolina, Tennessee and other states as well. Trevor has also diversified into other asset classes such as Self-storage units in Key West Florida, he has bought Commercial Office Space in Minnesota, he has invested in Agricultural Hemp Farms in Colorado and he has also been an impact investor in many exciting projects around the world. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Trevor McGregor about keeping your money and unpacking the secrets of personal development and leadership.Here is what to expect on this week’s show:●     Trevor’s start in real estate and how he moved into business coaching.●     You can’t teach a professional their own craft– but you can show them how to do it better.●     Why not being afraid to ask question is so important to develop your business and yourself.●     Tony Robbins’s 3 S’s for successful business coaching and what they mean for Trevor.●     Why creating value in something will produce value coming right back to you. Connect with Trevor: Website: https://www.trevormcgregor.com/ Facebook: https://www.facebook.com/trev.mcg @trev.mcg  Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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Joe Fairless controls over $1,100,000,000 worth of real estate"If money wasn’t an object, how would your life change? Would you spend more time with your children? Would you start a nonprofit organization like you’ve been talking about for years? Maybe you’d quit your current job and find one you truly enjoy. Whatever your answer is, I bet financial freedom would lead you to do more good, and that’s my focus." Joe Fairlesshttps://ashcroftcapital.comjoefairless.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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" The thing I like about multifamily investing is that it has five ways to make money. There are five ways that you earn income in multifamily and no other business is like that. Millionaires are not made from the single family's foot fix and flip side. They're made by holding the assets and it's all about the power of the cap rate."Our next guest is a legend, a legend in his own right, he’s the founder of Multifamily Investing Academy. He’s an attorney, he has bought and sold and managed over 20,000 multi-family units and he also specializes really in investment real estate.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
“The idea of becoming all that you were created to be, so that not only can you produce more, right and have more income, but you can create more for others, and be able to give that all away, and to help more people.” Carla Blumenthal is a coach who specializes in helping empathic, sensitive, and introverted entrepreneurs to grow their businesses. She has coached a wide range of clients, from C-suite tech and marketing execs in Silicon Valley and New York City, to investors, small business owners, and creative professionals across the US. She is a Certified High-Performance Coach (certified by the High-Performance Institute), and was trained under Dr. Tracy Thomas, a leading therapist, and coach in the topic of emotional sensitivity. She has given a TEDx Talk, holds a BA in Communication Studies from James Madison University, and a Master’s in Marketing from Emerson College.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
“Just always be curious. Always be learning.” Bruce Petersen is an award-winning real estate syndicator, multifamily expert, TV personality, public speaker, business coach, he owns multiple properties and has also completed 1031 exchanges. He is also the author of an upcoming book called Syndicating is a B*tch which talks about learning stuff the hard way and will help the reader an easier way by avoiding certain challenges.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
“The most important qualification for becoming a champion is an intense burning desire.” Bob Lachance is the founder of Reva global and is a commercial real estate owner. He shared his story about how he had a struggle getting out of his own way and how now he helps other people do the same thing by hiring virtual assistants.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
“There's power in failure, you know, so I'm not afraid of failing, I'm not afraid of making mistakes.” Anna Oaks and her love for humanity with 20+ years of corporate experience as a leader, coach, and strategic business advisor. She’s passionate about everyone leveraging their strengths and maximizing their impact. Throughout her work, she’s dedicated to helping organizations and leaders honor their NOW and get to where they want to go NEXT.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
“Everybody wins when a leader decides to intentionally grow every single day.” Alex Judd is the founder of Path For Growth, a former host of the number one business podcast in America, Entree Leadership and a former Entree Leadership Coach with Ramsey Solutions. Listen in this episode as Alex shares a vast amount of knowledge and wisdom in building a successful business.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Building your short-term rental business without needing to buy or own any property is unique. Joining Brett Swarts is J. Massey, a full-time real estate investor, entrepreneur, popular podcast host, author, speaker, coach, and an all-around problem solver. He started Cashflow Diary, which is an amazing podcast, and the training park program for real estate investors. Having owned hundreds of units and raised tens of millions of dollars, Jay has a wealth of knowledge to share. Don’t miss this episode for the opportunity to learn more about how you can create and preserve more wealth through short-term rentals.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Are you holding off selling an asset because of that tax liability? If so, then you’ll appreciate today’s episode where the owner and founder of Infinite Wealth Management, LLC, Jeremy Stevens, guests to help us keep control of our money by taking us in an in-depth discussion of Deferred Sales Trust. He talks about sheltering cash from tax through opportunity zones, building generational wealth, and having that flexibility to diversify your equity. A former engineer turned financial advisor, Jeremy is on a mission to find the best solutions for their clients through efficient and effective system designs that help them preserve wealth for the long-term. He shares some of those with us, along with great strategies and techniques that not only add value but provide solutions as well.
Going through your own personal journey is one thing, but helping others by imparting what you learned in the process is another. Elevate‘s Tyler Chesser is someone who greatly embodies this, committing himself to personal growth in real estate investing and sharing that for others to develop their own skills in the space. Sitting down with Brett Swarts, Tyler tells his story of moving out of corporate America and into becoming the Founder and President of his commercial real estate firm, The Chesser Companies. Along with the lessons and mindset frames he learned, he also shares some strategies and systems that help with the development of your real estate portfolio. Tyler then touches on tax deferral solutions, such as the 1031 exchange, along with the services he and his team offer in terms of multifamily assets and passive investment opportunities. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
The way you get your transactions done is very critical to your real estate business’ success. This entails having a good understanding of the technical and legal aspects involved. Who better to guide you about this than a good real estate attorney? If you are struggling to find who to work with, especially one who specializes in business and commercial law, then this episode’s guest might just be who you are looking for. Brett Swarts talks with Jeff Love, a real estate attorney who provides strategic guidance for clients in all facets of real estate transactions. Here, Jeff shares his wide knowledge and experience of helping clients with their transactions, offering tax deferral tips and differentiating capital gains tax and estate tax. He then talks about the importance of having a team with you and doing proper planning in order to not miss out on what’s important. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
That transition to senior care or retirement tends to be a struggle not just for the seniors involved but also for their families. The process of selling highly appreciated homes, real estate, or businesses can cause family friction and misunderstandings, making this period of time particularly paralyzing. In this episode, Brett Swarts speaks with Ted Gottlieb—Senior’s Real Estate Specialist® and The Senior’s Learning Institute Founder. Ted shares with us how he is helping Baby Boomers and their families during this transition, tapping on the value of estate planning, wills and trusts, and the likes. He also talks about the financial and emotional challenges that occur in between this shift and how he is accommodating the seniors’ needs in the process. Tune into this conversation for more insights about senior transition and receiving maximum value and return on your assets. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
George Grombacher is a consultant, writer, speaker, and the host of the Money Savage podcast. George and Brett Swarts talk about building and preserving wealth, focusing on the retirement planning space and how to create retirement income. Through promoting easy to understand concepts and information on financial planning, George shares how he helps others create and preserve more wealth with proper planning. Learn the importance of values and goal setting in financial planning that will set you up for the years to come. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Becoming a big thinker can go a long way when it comes to adding value for your clients. That’s one of the main topics Justin Stoddart talks about in this episode. Justin is the Founder of Think Bigger Real Estate. He discusses how you can connect inspiration with purpose. He talks about what he thinks real estate professionals actually need versus what most people think they need. He also discusses the strategies he educates realtors on and what they are missing that they should be sharing with their clients. Justin is passionate about the relationship between financial advisors and real estate agents. He insists that becoming versatile and adaptable can and should be done to avoid being replaced by technology. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
We’re shifting a little from capital gains tax to private investment funds. This is where Green Berets veteran Edwin D. Epperson III comes in. Edwin manages a portfolio and helps lead a group called the Deployed Capital Group, whose main goal is to provide fast funding through private investment. In this episode, Edwin discusses private investment funds and average returns. He talks about collateral control and protection and explains his reasons for believing in becoming the bank. He also goes through the process where someone does not fulfill their end of a loan and stresses the importance of underwriting guidelines. Going further, Edwin then shares the tax advantages for investing with self-directed IRA and offers some tips for anyone who wants to get into the lending business. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
I am so excited about our guest in this episode! You might know him from a little TV series called SHARK TANK, where he was one of the original SHARKS. He now has a new book coming out and we can’t wait to grab it off the shelves.   In this episode, Kevin opens up about how he got to where he is today with the help of his mentors and now he feels it right that he gives back and becomes a Mentor to young aspiring entrepreneurs. He also talks about his challenge with capital gains tax on the sale of highly appreciated public stock. He bought some stock at 24 cents a share and now it’s worth over $20 per share. Watch as Brett Swarts walks him through how the deferred sales trust can save him hundreds of thousands to millions of dollars in capital gains tax.  More about Kevin Harrington. He was the president of National Media and oversaw the launch of several successful infomercials himself. After leaving National Media in 1994, he formed a “joint venture company with The Home Shopping Network” and “co-founded HSN Direct International Inc. and served as its Chief Executive Officer (CEO) and President” between 1994 and 1998. In 2002, he became the President of Harrington Business Development Inc. and the Chairman of On TV, Inc. That same year, he became the Vice Chairman and Director of Thane International Inc. and the Director of Reliant International Inc., leaving both positions in 2003. In 2004, Harrington became the Chairman of Reliant Interactive Media Corp. and the CEO of ResponzeTV America, LLC. Harrington was the Director of Infusion Brands International, Inc. from 2006 to 2008. In 2007, he became the Chief Executive Officer of ResponzeTV Plc and the Executive Director of ResponzeTV Plc, leaving both positions in 2008. Harrington was one of the original panel members and investors (“Sharks”) on the ABC TV series Shark Tank from its inception in 2009. He left in 2011 after two seasons of the show. Harrington published his book, Act Now: How I Turn Ideas into Million-Dollar Products in 2009. He now has a New book on the way, it is called  “Mentor to Millions”.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Sean Pan is a Real Estate Investor and the Host of the Everything Real Estate Investing Show. In this episode, Sean joins Brett Swarts to share his story of becoming a real estate investor. After graduating from UCLA and then working full-time as an engineer, Sean knew that he didn’t want to be an engineer all his life and wanted to create his own legacy. Sean talks about pulling the trigger on his first property and why he decided that it was finally the right time to invest. Sean and Brett dive into getting into fix and flips, Sean’s first and best flip, and how the Deferred Sales Trust could have helped Sean with the deal. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
A lot of people think that building wealth takes an insane amount of talent and amazing background. The President and CEO of Praxis Capital, Inc., Brian Burke, joins this episode to prove that wrong. He shares his origins along with the perception and mindset that he used in order to build his wealth and turn his life around. Learn about the tactical methods he uses in order to offset capital gains tax in great detail. Understand why it’s necessary to focus on your own niche while being flexible at the same time. Brian also emphasizes the importance of variety when you invest. He discusses easy and practical strategies for you to diversify your risk as a way to not only create but also preserve more wealth, both for yourself and your partners. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Many apartment owners struggle with finding ways to add value to multifamily deals. In this episode, Jerome Myers, Founder of The Myers Development Group, LLC, joins Brett Swarts as they talk about overcoming stagnation and building wealth through passive real estate in the multifamily space. Get to know Jerome’s journey from being in Corporate America to first getting into multifamily and some of his experiences dealing with apartment complexes. Jerome and Brett dive into opportunity zones to defer capital gains taxes and why Jerome prefers these over the 1031. Learn how Jerome tries to bring in people to expose them more to the space he’s at and help them build their own wealth. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Cost segregation is the method of reclassifying components and improvements of a real property to personal property. In this episode, Boomer Philbrick, National Account Executive at Cost Segregation Services, Inc., joins Brett as they discuss ways to reduce tax liability and generate cash flow through cost segregation. Boomer dives into the engineering-based method they used in over 22,000 studies in all 50 states and why it’s completely bulletproof. Lastly, learn the requirements for becoming a real estate professional and its benefits for you and your family. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Closing distressed debt and not having a clear way to defer capital gains tax can be frustrating. Hear from Scott Carson as he shares one of the most overlooked parts of buying debt at a discount so you don’t get caught paying huge capital gains tax.
There are times when simply working hard doesn’t cut it. You need to start working smart as well. Invest in smart ways by thinking outside the box and leveraging your finances carefully. Dan Handford, a Managing Partner at PassiveInvesting.com, joins this episode to share their methods and strategies in investing and making sure their investors are happy. He talks about the technicalities you need to look out for when doing a 1031 exchange, and points out the people you need to be approaching to help you through the process. Learn how to get correct and effective knowledge in the industry to ensure you make the decisions that will give you success, and cement your future. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Have you ever wondered how the wealthy manage to keep getting wealthier by the day? It’s all because of a banking system that they’ve discovered long ago that’s hidden in plain sight, so to speak. The Founder of The Money School, and America’s number one Money Mentor, Chris Naugle, joins this episode to share and educate people about the perfect banking system which utilizes the insurance companies that everyone’s familiar with. He goes into the details of the processes step by step, while explaining how this system works to your advantage. Chris uses his own experience as a guarantee for this method and extends his expertise in helping you understand the alternatives you have in investing in a wealthy future. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Jim Beach is a corporate speaker, leadership expert, best selling author, and award-winning radio host of the station School For Startups. In this episode, Jim dives into how he helps people become entrepreneurs and how you can grow your business. Learn Jim’s criteria to start a new business and the podcast infrastructure space with Pod24. Brett and Jim talk about diversification and the different income streams you can leverage for your family. Lastly, Jim shares the importance of rethinking how you start your business and figure out a way that reduces risk. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Marco Santarelli is a real estate investor, author, and founder of Norada Real Estate Investments. In this episode, Marco joins Brett Swarts as they talk about creating wealth through passive real estate investing and building a smart real estate investment portfolio. Learn the importance of positive cashflow and the core team you need to have to build long-term relationships that can leverage and find more opportunities for you. Marco and Brett dive into some of the solutions Marco has used to defer and/or eliminate capital gains tax and depreciation recapture. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Management of a business’ cost is always standard operating procedure, but not everyone can do it effectively. The Profit Doctor, and a GMG Agent of Stryde Solutions, Stephen Anderson, joins this episode to talk about the services they provide. He discusses the processes they have in place in figuring out the areas of your business that can be optimized to provide less expenses and more profit. Stephen also talks about their strategies for tax incentives. Learn how they can optimize all parts of your business while giving you the opportunity to add value for your customers. Know more about their guarantee as they provide their service, both with their fees and the IRS. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
As long as you have the capital to get into it, the field of multifamily investing can almost assuredly make a millionaire out of you, and yet, not a lot of people are taking a chance on it. This lack of willingness to dive into this unique type of investment opportunity is borne from a lack of understanding what goes on in multifamily investing at its very core, and that has to change. Charles Dobens is the Founder of The Multifamily Investing Academy. In great detail, he discusses the strengths of the multifamily investing market with Brett Swarts. With the knowledge that Charles shares, you will surely be able to up your investment game, especially when it comes to multifamily!Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Greg Levine is the Action Now CFO and host of Your Personal CFO Podcast. In this episode, Greg joins Brett Swarts to talk about the importance of understanding the numbers to help businesses maximize revenue and profit and grow. Greg dives into how he became the Action Now CFO, what a fractional CFO entails, and the higher accounting skills needed as a CFO. Learn the importance of having clarity on the numbers as well as the reasons behind their movement to make the proper changes to improve your business. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
There are a lot of promising options when it comes to deferring tax, but with all the technicalities and complexities involved, one misstep could spell disaster. The CEO of Estate Planning Team, Robert Binkele, uses his experience as a former NFL player and years of being in the industry to educate you about different tax deferral strategies. He talks about his company’s services and explains how they can help you not only defer tax but also expand your knowledge as they work together with you. He states the reasons why utilizing the DST can be beneficial for you when investing in real estate. Learn and understand why it’s important to lead in your industry while also knowing when the right time to make an exit is. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
While it’s not wrong to think about the world of investors as a community of people with a singular focus in the field of investments, it’s also a pretty limited view. The truth is, many investors are looking to passive investment to create more non-primary streams of income for themselves that aren’t particularly high maintenance, but this system comes with its own unique set of quirks and challenges. Brett Swarts speaks with the Managing Principal of Asym Capital, Hunter Thompson. Together, they go into the ups, downs, highs and lows of the world of passive investment. If you’re looking to put your money into a new stream of income that won’t take over your entire life as it is now, passive investment is a great place to start. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Part of growing your brand and business is figuring out the kinds of marketing techniques and strategies you have to implement in order to get the kinds of results you want. In this sense, doing marketing can feel like a magic trick: reframing what you do just enough to have some pizzazz, to dazzle, while concealing how the sausage actually gets made behind the scenes. Seth Greene, the CEO of Market Domination, LLC, is the nation’s foremost authority on growing your business with a podcast. Seth sits down with Brett Swarts to talk about how marketing techniques get deployed in real-time. If you were ever curious about marketing, there’s a lot you can learn from Seth, so don’t miss this conversation. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
In case you didn’t know, property owners can gain tax savings through cost segregation. That’s what Yonah Weiss is all about. Yonah is a cost segregation specialist at Madison SPECS who has assisted clients in saving tens of millions of dollars. In this episode, Yonah explains what cost segregation actually is and why it’s one of the best ways to defer or eliminate capital gains tax on the sale of a highly appreciated CRE property. He also shares best practices for building real estate and why team effort works, both in their company and with partners. He also talks about strategies around depreciation recapture tax and gives scenarios on what a cost segregation study will cost, when it will benefit you and when it won’t. To know more about Yonah and cost segregation, you can listen their podcast, Higher Profits with Bobby and Yonah or Yonah’s own Weiss Advice. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Most people go into the real estate industry in order to generate wealth and be financially secure, but oftentimes forget that in order to create a self-sustaining community, they also need to give back. Dave Levenson joins this episode in order to remind people about the values of real estate. Having been a part of the industry since he was fifteen years old, Dave shares his knowledge and the values he’s learned throughout his years in the business. Learn when and how to use the deferred sales trust effectively in order to get your timing right in re-entering the market after the Coronavirus pandemic. He also gives emphasis to the importance of having corporate social responsibility and instilling this into the youth as the leaders of tomorrow in hopes of creating a better and healthier society. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Hear what the biggest frustration for a capital gains tax deferral strategy was for Adam Torres. Mr. Torres is a Podcast Host (6 shows 2,000+ episode catalog) | Author (20+ Books) | International Speaker | Media Executive | Former Financial Advisor | Real Estate Investor
Damon Burton helps companies show up higher on Google for words that they can monetize. Damon’s clients and businesses have been featured on Shark Tank and recognized by Inc, as well as has consulted for Dollar Shave Club and Dan Lok. This Online Marketing Expert has Beat Billion Dollar Companies at Their Own Game and has Proven Strategies to Grow Your Business
Hear what the biggest frustration for a capital gains tax deferral startegy was for J. Massey. Mr. Massey is a full-time Real Estate Investor, Entrepreneur, Popular Podcast Host,Author, Speaker, Coach & All-Around Problem Solver
Spencer Hilligoss is a passive real estate investor, active syndicator, and former technology leader. His own company, Madison Investing, has co-sponsored deals totaling more than 4000 units for more than $500M. He passively invests in multifamily and now also helps other investors get involved in multifamily syndications. As a technology leader, Spencer built a 13-year track record of growing high-performing teams across five companies – three of them, “unicorns” – valued at more than $1B.
Hear what the biggest frustration for a capital gains tax deferral strategy was for Seth Greene. Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, and the founder of Market Domination LLC and co-host of SharkPreneur Podcast with Kevin Harrington of Shark Tank.
Brett Swarts welcomes you to the Capital Gains Tax Solutions podcast, where he interviews some of the best and brightest in the financial industry. In this first episode, we get to know the voice of the show as Brett takes us through his story of looking for an opportunity to live out his passion for helping others and live a life of margin, financially. He shares the times he sought to figure out how to make challenges work for him and not against him. Now, across everything he has been through, Brett is finally here to speak not just about his own journey to commercial real estate but also the lessons and wisdom he gained from his experiences. This is a show that will show you how, like every good entrepreneur does, you can also make real estate work for you to achieve the freedom you seek. Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
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