Capital Gains Tax Solutions Podcast

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. 

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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

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

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

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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

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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