
Capital Gains Tax Solutions Podcast
706 episodes — Page 10 of 15
Ep 207Not Putting eXp in a Box with Randall Miles
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
Ep 206Building Wealth With Land Deals with Tom Staub
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
Ep 205Never Fear an Audit Again with Joe DiChiara
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
Ep 204Retire Early By Investing In Real Estate with Dustin Heiner
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
Ep 203Unlocking Real Estate Equity Using Crypto with Mike Waters
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
Ep 202Building Your Business With The Exit in Mind with Neil Twa
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
Ep 201Why You Should Sell Your Company Now with Andy Cagnetta
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
Ep 200Becoming a Hyperlocal HyperFast Real Estate Agent with Dan Lesniak
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
Ep 199The Best Way to Track Your Real Estate Portfolio with Bobby Sharma
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
Ep 197Diversified Real Estate Investing with David Hardcastle
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
Ep 196Building An AirBnB Wealth Strategy with George Salas
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
Ep 195Underground RE Business Secrets with TJ Kosen
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
Ep 194How To Program A Bitcoin With Jimmy Song
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
Ep 193Jorney to Multifamily Investing & eXp Commerical with Kevin Breckenridge
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
Ep 192Deferred Sales Trust Made Simple with Jake Mellor
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
Ep 191Unconventional Real Estate Funding Strategies with Sarry Ibrahim
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
Ep 190How to Build a Multi-million Dollar Real Estate Business with Nick Perry
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
Ep 198The Fundamental Issues of the Affordable Housing Crisis with Atticus LeBlanc
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
Ep 189Tax Strategies Using Infinite Banking with Barry Brooksby
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
Ep 188Luxury Newport Beach Real Estate with Pierce York
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
Ep 187Blockchain Based Infrastructure for Your Finances with Dan Edlebeck
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
Ep 186Defi Based Crypto Investments with Emily Stork
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
Ep 185Finding Discounted Properties with Zack Boothe
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
Ep 184Cannabis Capital Gains Tax Deferral with Andrew Hunzicker
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
Ep 183The Different Facets of Wealth Management with Michael Soroko & Zach Zenda
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
Deferring Tax on Bitcoin with Brett Swarts & Mitch Stephen
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Ep 182Becoming a Mindful Millionaire with Leisa Peterson
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
Ep 181Transforming Real Estate into Fractional Investments with Yael Tamar
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
Ep 180Transforming Lives Through Real Estate With Matt Faricloth
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
Ep 179Deferring Capital Gains Tax When Selling Cryptocurrency with Felipe Vogel
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
Ep 178U.S. Economy + Global Market Update with David Young
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.
Ep 177Strategic Investing in Blockchain Technology with Hamiz Awan
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
Ep 176Becoming a Best in Class Insurance Agent with David Duford
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
Ep 175Becoming a Best in Class Multifamily Investor with Gary Lipsky
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
Ep 174Trading Cryptocurrency with Rhys King
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
Ep 173On Creating a Strong Foundation for your Financial Health with Mark WIllis
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
Ep 172From Working the Fields To Working The Deals with Juan Huizar
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
Ep 171Incredible Opportunities For Investors with Dan Lewkowicz
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
Ep 170Make Money While You Sleep with Seth Bradley
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
On How To Stay Liquid Without Kicking In Any Tax Consequences with Brett Swarts
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Ep 169Inside Secrets Of High Reward Option Trades with Gareth Soloway
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
Ep 168Build Wealth Like a Shark with Barry Spencer & Kevin Harrington
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
Ep 167Make Money Work for You with Scott Jarred
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
The Benefits of the Deferred Sales Trust with Brett Swarts
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Ep 166Reason Not To Put Your Money in a 401K with Stephanie Walter
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
Ep 165On Striking the Perfect Balance Between People, Place and Technology with Frank Cottle
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
Ep 164Future Proofing Your Business with Jayson Siano
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
Number One Piece of Advice you Would Have For Someone Who's Considering This Type of Exit Strategy with Brett Swarts
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Ep 163Acquiring Commercial Multifamily Complexes with Positive Growth Trends with Christopher Lento
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
Ep 162Talking Real Estate with Brett Swarts & Jon Dwoskin June 26 Episode
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