Capital Gains Tax Solutions Podcast

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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Ben Golden is the CEO and Founding Member of the IRS Trouble Solvers LLC, which is an organization that's focused on helping individuals and businesses with wages, garnishments, tax liens, delinquent tax returns, advisory, bankers services, and more. He takes a very different approach to each unique case and develops a thorough plan that'll help us resolve tax problems effectively and efficiently.Ben Golden has two offices, one in Alabama, one in Chicago. Their focus is on helping people with IRS problems through different processes. Be able to deal with strategies and using these strategies in order to reduce the total amount that they have to pay the IRS when they find themselves in a difficult situation with the IRS. In our conversation, we discussed:Misconceptions when it comes to tax resolution with the IRSImportance of Filing tax on timeWhy should you respond to IRS immediately?The reasons why 67% of the people who receive a letter from the IRS does not respondKeep your Tax ReturnsConnect with Ben Golden:Website: goldentaxrelief.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Martha Weidmann is the CEO and Co-founder of NINE dot ARTS, where she oversees business planning company finances, marketing, and sales, team development. It's basically a head cheerleader and evangelist to the world about art and ways in which you can connect with you your brand, and help you serve your customers. It could be your tenants, your city, or your building. She is originally from the great state of Alabama.Martha Weidmann is a formally trained artist. She is a self-taught businesswoman with a great network of advisors and mentors that have helped her to grow the company. NINE dot ARTS was started in the last recession in ‘09. Since that time, they have completed amazing art experiences in 36 different states, five different countries, for over 825 different commercial real estate projects. So, they are very well versed in this particular niche. Since the beginning, they've contributed over 35 million to the creative economy. She is very happy to be able to support artists, bringing value to the projects that they work on, and telling that brand story in a unique way.In our conversation, we discussed:The secret for business owners or commercial real estate owners when it comes to using arts to connect their brand story to othersCreating a visionTarget audienceConnect with Martha Weidmann:Website: ninedotarts.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Chris Larsen is the Founder and Managing Partner of Next Level Income, through which he helps investors become financially independent through education and investment opportunities. He has been investing and managing real estate for over 20 years. He has a degree in Biomechanical Engineering and MBA in Finance at Virginia Tech. He bought his first single-family rental at age 21. Chris Larsen went on to basically start syndicating deals and has been involved in over $150 million in real estate acquisitions. He lives in the great state of North Carolina, with his wife and his two sons.In our conversation, we discussed:Why commercial real estate is your go-to choice for investing?Taking advantage of technology in scaling your real estate businessWays to increase Deal FlowConnect with Chris Larsen:Website: nextlevelincome.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Gino Barbaro is the Co-founder of Jake and Gino LLC. He is a father of six children and a restaurant owner for 25 years. He is also a certified professional coach. He invested in over 1,500 multifamily units and $100,000,000 Assets under management.Gino Barbaro is a realtor and investor who has become an authority on multifamily investing. He is the host of the incredibly popular podcast, Jake and Gino Podcast, which he hosts with his business partner Jake Stenziano. In our conversation, we discussed:His entrepreneurial journeyImportance of coachingThe best secret to achieving clarityWhat is a cadence of accountability?Learning Zone and the Performance ZoneConnect with Gino Barbaro:Website: jakeandgino.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Brent Bowers’ interest in real estate began in 2007 when he purchased his first home. In a short amount of time, Brent was able to expand his business. While Brent invests in many different types of real estate, his favorite investment strategy deals with buying and selling vacant land, and he enjoys sharing his expertise in this area with his coaching clients. Did you know that he bought his first property by borrowing a money deposit from his Great Grandmother? He felt like his grandma tricked him by saying that if he won't pay her, it'll come out of his inheritance. So he paid him back from his agent's commission, but in the end, he never got his inheritance. Brent started buying houses and buying rentals. He wanted to be a little bit different so he started buying land at massive discounts. He started turning around and selling land at premium and retail prices to people that can afford a monthly payment. That took him into a whole new strategy. He's getting passive land income. He started reinvesting back to buildings, houses, and commercial apartments for the tax savings.In our conversation, we discussed:Best-kept secret when it comes to land investingSteps of becoming an land expertPaying delinquent taxes Connect with Brent Bowers:Website: thelandsharks.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Mike Zlotnik is an immigrant from the former Soviet Union. He is a Mathematician by education. He lives in Brooklyn, New York, married, with four kids, and a cat, which he considered their fifth child. Real estate has always been his passion. Even though he had a 15-year career in technology, and was very successful, his true calling has always been in real estate investing. He went full time 2009 and never looked back. Currently, he co-manages a few real estate funds: Tempo Growth Fund, Fund For Growth, Tempo Opportunity Fund, Growth Income Fund, as well as number one-off deals. Mike Zlotnik spent his 15 years in the Information Technology field, managing risk business, intelligence, and quality of complex systems, software, and processes. He then took his talents to real estate investing full time and has been doing that for over a decade. He's now assumed the responsibility of CEO and has founded what is known as the TF Management Group LLC and their focus is on helping people create and preserve more wealth with real estate, in particular, providing short and long term debt and equity financings for a variety of different real estate investments.In our conversation, we discussed:Offers and Services of TF Management Group LLC How Deferred Sales Trust works?How will the big migration affect real estate in New York?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Dan Handford is one of the founders of Passive Investing. He also is one of the founders of Multifamily Investor Nation. His passion is helping educate people and also help his partner's friends and family, make, create and preserve more wealth through value add multifamily real estate, we're excited to announce the opportunity to work with Dan Hanford and his team to bring our clients opportunities to invest in more and more multifamily deals.One of the main reasons why Dan Handford got into real estate was because of taxes. So he started to do some investing inside of real estate, and then started the private equity real estate firm passive investing.com to build and bring on other investors that were in similar situations that can also help to offset some of their taxes. In our conversation, we discussed:Inventory and Return on Multifamily DealsEducating and equipping syndicatorsInvestor RelationsConnect with Dan Handford:Website: passiveinvesting.com, multifamilyinvestornation.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Sean O'Toole is the Founder and CEO of Property Radar. He was also a three-time startup guy in Silicon Valley in the 90s. He launched his first software company, ForeclosureRadar.com at the age of 18 and has been a serial entrepreneur for 25+ years. This brought together his passion for technology, real estate, finance, and economics to build something great. He has also begun to fulfill a larger vision with the launch of PropertyRadar.com with the continued goal of bringing greater transparency and stability to the real estate market.Did you know, Sean taught himself to program and write software professionally at the age of 14? He was selling computers by 16 and writing software. He started his first software company at 18. That gift at 10 years old of getting access to a computer, at least back in 1978 was a huge game-changer for him.Sean is very good at Math, Logic, and computers, which to him is a perfect world. Gifted!In our conversation, we discussed:What is property radar?Step-by-step on how to automate and integrate property and data ownersIntroduction to Deferred Sales TrustConnect with Sean O'Toole:Website: propertyradar.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Buck Joffrey, MD is a surgeon turned serial entrepreneur and the real estate professional with nearly one billion dollars in real estate transactions including $400 million commercial real estate current AUM. He is also the host of Wealth Formula PodcastHe started as a physician and was trained in neurosurgery and then plastics. He got into the edge of entrepreneurship after he read Robert Kiyosaki's book called Cashflow Quadrant and started really looking at entrepreneurship and started that with his own practices, then branched out into other businesses. In our conversation, we discussed:Redefining wealth as the freedom to do what you want with your lifeInsights on the Potential Biden Tax Law changesInvesting in cryptocurrencyConnect with Buck Joffrey:Website: wealthformula.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Brent Sprenkle is a Commercial Real Estate broker with a company called Berkadia. He is situated in Los Angeles. He's been in the business for about 22 years. He primarily sells apartment buildings here and locally. He also tries to buy apartment buildings here and there when he can. He helped a lot of people avoid paying capital gains by engaging in 1031 exchanges or doing some other creative things. He also wrote a book, A Billion-Dollar Portfolio.Brent Sprenkle is also a Math guy. He actually has a Degree in Mechanical Engineering with a Minor in Math. He worked on DirecTV satellites for about three years, it was not as exciting as it sounds and as it turns out, he wasn't that great of an Engineer. This was his turning point. He moved on to a new career, influenced by friends to buy apartment buildings. One of the things that he believes really helped him was that he was very quick with Math. He can look at a deal and size it up to figure out what it was worth, how to evaluate it. But more importantly, as a principle for buying properties, he can pretty quickly look at a deal and determine if there's a look halfway decent on the surface. In our conversation, we discussed:How to make sure you're underwriting a deal correctly?Overview of Deferred Sales TrustBrand New Depreciation ScheduleState of the multifamily marketConnect with Brent Sprenkle:Website: berkadia.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Julia DeLorme is one of the top luxury real estate agents. She was recently at the top 1% of Southern Beach Agents nationwide. She sold over $85 million dollars in luxury real estate in Hollywood Hills.At a young age, she visits construction sites with her father who is a Hotel Developer. Julia has a well-rounded approach to buying and selling real estate. She found her way from advertising into 1031 exchanges, and then into residential real estate and she's been selling residential real estate for 7 years. She worked at Sotheby's and now with Douglas Elliman who is working with the Altman Brothers, one of the world-class top real estate brokerage firms in the world. She has a great hands-on approach with her clients to finding value and making sense of real estate.In our conversation, we discussed:Illustration of how Deferred Sales Trust worksWho is the trustee to the trust and who's helping facilitate that?Restrictions of Deferred Sales TrustFrequently asked question on Deferred Sales TrustConnect with Julia DeLorme:Website: juliadelorme.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Sabrina Wilcox is a Certified Public Accountant. She graduated with honors from Central Michigan University with a Bachelor of Science Degree in 2007. She then graduated from the Accounting Program at Lansing Community College, completing the necessary coursework to sit for the CPA exam. After passing the CPA exam in 2009, she joined a small CPA firm. She prepared individual corporate partnerships and trusts in the state and nonprofit returns. She also participates in tax planning, consulting as well as handling IRS correspondence related to pass, do taxes and penalties. Sabrina kind of knew early on that she liked working with numbers. She likes the puzzle-solving that comes along with being an Accountant. So that kind of steered her in that direction, career-wise. She is now with Admin Books, which is a Strategic Alliance of Capital Gains Tax Solutions.In our conversation, we discussed:Admin Books as a one-stop-shopQuickBooks Online Pro ApplicationCommonly asked questions of high net worth clientsConnect with Sabrina Wilcox:Website: adminbooks.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation.  At the end of 2008, he retired as Executive Vice President with Pacific Investment Management Company to rejoin the U.C. Irvine Merage School of Business as Adjunct Professor of Finance, and create Anfield Capital Management, LLC.  From 1999 to 2006, David was head of PIMCO’s account management group in London where he built a team of 25 investment professionals managing over 200 client accounts and approximately $50 billion in assets across the UK, Europe, the Middle East, and Africa. In our conversation, we discussed:Smart decisions to make in the world of post-COVID-19Two different dynamics, the real economy, and the financial economyWhat is the value of the deferred sales trust in the current time?Donor-Advised fundsHigh conviction tips for investorsConnect with David Young:Website: anfieldcapital.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Scott Lewis is the co-founder and Chief Executive Officer of Spartan Investment Group, LLC (SIG). As the CEO, Scott is responsible for the strategic direction of the company and ensuring it aligns with SIG’s mission to Improve Lives Through Real Estate. In addition to Spartan, Scott is also in the US Army Reserves and a combat Vet. Scott graduated from Michigan State University with degrees in Chemistry and Marketing, from Catholic University with an MS in Management, and from Georgetown University with a Certificate in Project Management.Scott Lewis focuses heavily on self-storage. He does everything from finding their own deals, funding, and then operating them both from asset management, property management, and also construction management. In our conversation, we discussed:The unique advantage of self-storageThe best secret to finding quality value add self-storage opportunitiesRecapitalizing the assetNegotiating StrategyConnect with Scott Lewis:Website: spartan-investors.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

James Kandasamy is the co-founder of Achieve Investment Group, a multifamily investment company, and he's passionate about helping invest passively in commercial real estate. He has over seven years of experience in real estate and more than five years in multifamily acquisitions and asset management. He has identified, underwrote, and oversaw the acquisition process of about $180 million of quality multifamily investments, and 10 plus assets and still growing. Right now the average IRR in their portfolio is more than 20%. He is also the author of the Passive Investing in Commercial Real Estate book with 85-star reviews on Amazon. This book gives you insider secrets to achieving financial independence.In our conversation, we discussed:How and where to find deals to investWhat would a brand new depreciation schedule on every deal mean?His thoughts on the new buying tax plan as it pertains to investment and real estateConnect with James Kandasamy:Website: achieveinvestmentgroup.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Reed Goossens is a real estate entrepreneur and Managing Partner of Wildhorn Capital. As a native Australian, Reed moved to the U.S. to pursue his investing career in early 2012.He started his real estate investing journey back in 2009 when he read “Rich Dad Poor Dad” by Robert Kiyosaki. This book opened his eyes to a world of entrepreneurship that he never knew existed. Since then, Reed has been involved with large-scale commercial construction and real estate development projects. His expertise includes project management, property development, and key stakeholder management. In our conversation, we discussed:The barriers to entry into secondary tertiary marketsHis first challenge of the capital gains tax and what he’s seeing as an opportunity to buyUnderstanding the totality of what's going on in the marketConnect with Reed Goossens:Website: wildhorncap.com, reedgoossens.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Kyle Stanley is the host of The Fearless Investor Podcast. He helps people learn investing strategies for Airbnb, real estate, and passive investments. He's been an Airbnb host for 5 years and a real estate investor since 2018. Here is a little backstory of how Kyle started in Airbnb and how he flew from there. At first, he was just doing it in a room in his house. Later on, it was in April of 2019, when he heard a podcast, he learned that he can go out and can rent from landlords. With their permission, sublease it on Airbnb and keep the difference. He realized that by doing this, he can actually net $1,000 a month for a place that you have basically no risk. Basically, you will be a mediary of just connecting a home to a short-term guest and you can make a huge profit in the meantime.In our conversation, we discussed:Airbnb modelHow to structure a deal with a landlordSteps in running an AirbnbIs Airbnb better than a regular rental?Connect with Kyle Stanley:Website: fearlesskyle.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Logan Freeman is a commercial real estate investor, developer, and broker. He is the key principal of FTW Investments which owns over $50M worth of real estate including over 700 apartment units, an 800 unit self-storage facility, 2 hotels, and two NNN retail shopping centers. He is also the host of the Compression Podcast. He specializes in off-market and investment properties. He represents buyers and sellers of multifamily and commercial properties. He sources cash-flowing properties for investors through creativity, networking, and work ethic which has developed into a proven strategy to win. In our conversation, we discussed:What is the transformational exit?How to legally break free from capital gains tax?How to find the freedom to buy and sell your business or property or other highly appreciated assets without ever worrying about the 1031 exchange?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Hall Martin started out as an Angel Investor. He's a host of an amazing Podcast called Investor Connect. He is the founder of the Ten Capital Network and he has helped over 12,000 investors and startups raised over $740 million. He focuses on venture funding, angel networks, crowdfunding, pitching, fundraising strategies, growth strategies, go to market strategies, and business model developmentIn our conversation, we discussed:Identifying a business model that will run the businessThe biggest mistake entrepreneurs doWhy find a COO - Chief Operations OfficerHow they help startups and investors connect for funding based on the growth storyWhat the investor wants to seeLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Billy Skeels has 25+ years of experience both in the Corporate World and Commercial Estate. He is also a father, a husband, a corporate person who has been doing enterprise application software sales, and a Podcast host of "Going Long Podcast with Billy Keels".In 2013, he was inspired to start his own company which focuses on aggregating capital for the purpose of investing it in real assets such as smaller multifamily units, apartment complexes, mobile home park communities, ATM machines, and equipment used in the energy sector in various locations across the USA. He can also speak five different languages. Incredible!In our conversation, we discussed:What is the 506 (c) investing platform?Strategies to invest in ATMs, Mobile Home Parks, and Multifamily UnitsWhat are the visions a corporate person should have if he wants to become wealthy using real estate?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Mark Kennedy is a financial advisor, he is a specialist when helps in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas, California-based Registered Investment Advisor founded in 2008. Mark Kennedy is in the financial services business in some form or capacity for about the last 25 years. Back in 2000, was a kind of his wake-up call for everybody, because the markets took a really big hit. And at that point in time, they decided that they had to use safe money strategies with clients.  And they found that through the years, that wasn't really the only way that they should be helping clients. And when 2008 came around, they saw another round of people losing their life savings. And he said that they need to really take on Wealth Management ourselves in a very big way.In our conversation, we discussed:Steps in considering building a blueprintFrequent questions that clients are afraid to askUnderstanding Net Income Tax AdvantageLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Susan Trujilo is a senior escrow officer at Orange Coast Title in Northern California.She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or title officers to help streamline transactions. She truly enjoys her career because she gets to meet different clients, buyers and sellers, and realtors that helped her get educated. She also enjoys her profession because of the variety of transactions she gets. So with that growth, she believed that brought her to what her career is now.In our conversation, we discussed:Direct deedingDifference between the deferred sales trust versus the 1031 exchange in terms of paperwork or technicalitiesTitle insurance vesting - what they will need to double-checkLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

David Sloan is a multifamily syndicator and specialist and he's focused on value add multifamily throughout the United States. He's a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of Sunstone Hotel investments, which is a publicly traded read. And that role, he managed all legal functions, including securities, manners, and real estate transactions.David Sloan has formerly had a real job and was at a larger company. And in 2014, and 2015, he started to dabble a little bit with one of his current business partners, Jordan Fisher. And they’ve grown their platform to over $200 million now. And assets we've taken, Nike deals full circle, that's purchasing, stabilizing, and selling, we have another seven assets that they currently own. And they have two more under contract, which is their Spanish Oaks deal in Las Vegas.In our conversation, we discussed:How he started to become fascinated about helping others achieve wealth through multifamily investingFrequent questions that potential clients ask for next wave investorsDeals that he found in the Las Vegas AreaHis experience with the Deferred Sales TrustLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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Damon Burton helps companies grow and show up higher on Google for words that they can monetize. His clients and businesses have been featured on Shark Tank and recognized by Inc. I think seek magazine as well as a consultant for Dollar Shave Club and Dan Locke. This online marketing expert has beat billion-dollar companies at their own game and has proven strategies to grow your business. He has an amazing new book called out called Outrank.Damon Burton had been of stay in the lane of SEO for 14 years.  He believes that SEO is needed to grow your business through organic reach, increase your sales, and eventually, sell this for a bazillion dollars.In our conversation, we discussed:What lights him up about being able to do for businesses and his clientsStrategies to help clients implement to rank higher on GoogleSteps that will help you succeed in your businessLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement.Michael Lynch has been doing financial planning with businesses and business owners, professionals, and even janitors for about 20 years. He got into it after a successful career in media, in the think tank world. He is passionate about helping people really live the best life they possibly can and finance it. He  accumulates wealth, uses wealth, and enjoys their life.In our conversation, we discussed:The Platinum rule says to treat people the way they want to be treated.Clarify your wealth plan and clarify what's real.Some of the biggest secrets for high net worth individuals to keep it simple and not make mistakes with the wealth accumulated.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

David Young is located in Southern California, and he is the founder and chief executive officer of Anfield Capital Management LLC. With over 30 years of investment experience, he has worked with many of the largest and most sophisticated institutional and private investors in the investment strategy with an investment strategy, portfolio management, and asset allocation. At the end of 2008, he retired as Executive Vice President with PIMCO to rejoin UC Irvine Merge School of Business as an adjunct professor of finance, and create Anfield Capital Management LLC. From 1999 to 2006 he was the head of PIMCO, his account management group in London, where he built a team of 25 investment professionals managing over 200 client accounts and approximately 50 billion in assets across the UK, Europe, and the Middle East and Africa. He spent his career in the investment management business. At one point, he wanted to kind of rediscover his passion for the art and science of managing money, so he saw an opportunity to kind of step to the side and work with a different type of client, financial intermediaries, interesting types of transactions and get back in touch with the clients. In our conversation, we discussed:What is the deferred sales trust? Is it legal? How does it work?The expected return and required returnInvestor's risk toleranceDiversification liquidityLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter