Capital Gains Tax Solutions Podcast

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

Tyler McBroom has a passion for helping you to gain more cash flow and grow. He's a CPA and he wants you to know where your money is going to pay less in tax and become financially free.Tyler McBroom is managing a partner at measure results CPAs. And it's a firm he runs with his dad and his dad started his first firm when he was three months old. And then now this is their second firm, and they are growing it together. And they are focused on helping business owners pay as little tax as legally possible and stay out of trouble with a big emphasis on staying out of trouble and increase their cash flow and profits as they grow their business.In our conversation, we discussed:How he became obsessed with helping others achieve financial freedom with their wealth through creative tax planning and strategies.Secrets for the mid-size or bigger size to cash flow and grow their business.Systems and the processes and the steps to help people put in place by the service they provide.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Ricardo Matos was born and raised on the island of Puerto Rico and to an entrepreneur father working in the furniture wholesale business. He was destined for greatness as a child at a young age, he learned the importance of establishing a foundation of success. Successful business in the tools and attitude necessary to help any business succeed is entrepreneur spirit was passed down from generation to become the impulse which drove him. He created his first business at the age of 12. A paper route that quickly grew from 25 subscribers to 535 in less than eight months, and no doubt became the newspaper reporter of the year. He offers a host of wealth to all of his clients he serves. He's the founder of Saiter Real Solutions Franchise.Ricardo Matos’ background is in business development, do a lot of statistical quantification analysis, reverse accounting engineer for the oil and gas industry in many other different business entities, he started at a very young age and intrapreneurial mind helping people expand their knowledge and wisdom due to the fact that his dad was with an intrapreneur as a business go-getter. His dad always encouraged him to move forward in life by thinking outside the box and not within the box. Before even the box terminology even existed. He basically followed his dad's path.In our conversation, we discussed:Emphasizing the methodology of what it takes to own a business.The most important thing to determine if franchising your business makes sense.What can an individual do to make a success in business.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Sean Pan is a hard money lender, real estate investor, based in San Francisco Bay Area, and invests in single-family renovations as well as out-of-state investments in Jacksonville, Florida. He is the host of the Everything Real Estate Investing Show where he knew US top investors and professionals, agents, architects, contractors, and inspectors to shed light on what they do, and how to help investors succeed in the industry. He also hosts some local meetups in the South Bay in the Bay Area there and produces real estate-related videos and consistently reports on local real estate news. He started real estate investing about five years ago, and back then he was an engineer working for a defense contracting company. Just by working there for several years, he realized that this is not the place he wants to be in 30 years. He thought of the different things he can do to kind of escape that reality and to get to live the life that he wants to live. That's why he started investing in real estate, buying some rental properties over in Florida. Then he started to flip some homes locally in the Bay Area. He also started his podcast YouTube channel, and now he’s a hard money lender. In our conversation, we discussed:Hard money lendingFuture of investing in real estate - cap rates and cash flowWhat lenders are charging right now - the points on the deal and interest rate? What is origination fee?What is the best Secret to Building your real estate brand online?Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Todd Miller is originally from Hollywood and he took Hollywood over to Asia. And then he decided to make a shift. And this shift is focused on helping people create and preserve their wealth through investment, real estate. And he is on a mission to enrich people's lives by trading financial insecurity for financial security and perhaps even doing it through virtual ways.Todd Miller is a Hollywood executive by profession. But he realized that the entertainment business is not so entertaining as a place to have a career. After 25 years of doing the professional thing, he decided that he wanted to maximize his time. And so he became an early retiree. He lives on the beach and tropical Thailand. And over the past five years, He developed a US property portfolio, that finances his lifestyle. And he wrote a best-selling book in rich create wealth and time, money and meaning.In our conversation, we discussed:How he became obsessed with helping others to achieve financial freedom through investment.Steps on how to achieve financial success.Building systems and teams on a remote basis to be so passive.Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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

Micah Logan is a dynamic entrepreneur, business owner, and visionary who's built a diversified profitable health and fitness enterprise. From humble beginnings, he has nurtured a multi-service, multi-location, award-winning business. Boston's A-list top five in personal training with a value proposition focused on high-quality client service. He's also a trusted consultant to small business owners.Micah Logan went to school for psychology, nothing like what he is doing now. He worked in various settings - boutiques, health and wellness and, medium-sized companies. Eventually, he opened his own business back in 2005 but it failed 13 months later. He partnered with a physical therapy company where he had a great relationship with them. However, because of the retraction, it didn’t work out. He took these experiences as a turnaround to create a business model that works really well. Now, he’s very excited about his brand-new business that focuses on the widgets that they reproduce, which is basically exercising relationships.In our conversation, we discussed:Secrets to creating or recreating an ecosystem with the inside of a business to get rid of efficienciesThe processing of the deals - budgeting and paperwork and the day-to-dayFranchise system and the industryHow to systematize everything you're doing in business - hire an assistantLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Mark Stubler is a real estate Pro, and he is on a mission to help the average Joe or Jill find a turnkey real estate investing business that can help you grow wealth very fast. In fact, he is the founder of Joe Homebuyer Franchise. In a short amount of time, he built the Joe Homebuyer franchise model into a multi-million-dollar company through franchising. He provides the blueprint for his operations that enables anyone with some grit to be successful in real estate investing. He came from a completely different industry. And with his journey of wanting to be an entrepreneur, he actually dabbled with the Amazon business. Because he likes the passive nature of an Amazon business. He did some research, took some light courses, trying to figure out what was going to be best for his path. Then he ended up on the real estate path.For five years he has done hundreds of transactions, worked with hundreds of families, providing lots of value, and in marketplaces, he specializes in wholesaling and rehabbing. He also keeps rentals as the opportunity presents itself. As the founder of Joe Homebuyers, their mission is to improve lives by delivering creative real estate solutions.In our conversation, we discussed:Negotiating lower pricesExit strategies including fixes and flips in real estatePaying ordinary income taxLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Marian Esanu is a self-made millionaire. He used his unique ability to generate sales, multiply profits and build automated systems that help entrepreneurs create sales on autopilot.He is originally from Romania. He came to the United States at the age of 21 with no money and no connections and not a word of English language on his lips. He worked different jobs until he started his first business, a local brick-and-mortar fitness equipment transportation company. A few months later, about nine months, the company grew. They were making six to $700,000 in sales. This is how he started his entrepreneurial journey.  However, due to some immigration papers that didn't meet the deadline, he had to leave the country for about nine months.It was then he realized that in order to have a bigger impact, he needs transition into the services that were selling their offers online because that's easier to scale. His focus now is to work with coaches, consultants, online creators, helping them productize their business model and automate the whole process.In our conversation, we discussed:Taking the business online, adjusting and adapting, and use the skillsetsThe Nine-step process from listing at least five to 10 people that are already doing what you're trying to do, tools to use, knowing your competitors, what they offer, and more...Group coaching package wherein people get a one-on-one call when they enroll. They also get access to an online course that they watch. And every week, they get access to group coaching calls where they can ask questions, share the screens What is the biggest difference in adapting innovation and automation The need for a valuable coach, expert, or a mentor who's been through it to help you implement Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control.   It all began when he was laid off as an Electromechanical Engineer. He was forced to look for options and ended up being recruited by a local financial services firm. About the same time, he started investing in real estate and his career in financial planning began. He was given the task to start a department within the company and offer self-directed retirement solutions. In 2010, he founded Sense Financial Services LLC wherein they provide clients with the solution, giving them the opportunity to obtain checkbook control over their retirement accounts. Over the years, he has taught hundreds of investment and financial planning seminars and has mentored thousands of investors.In our conversation, we discussed:How Individual Retirement Account (IRA) and 401(k) worksWhat is solo 401(k), its features and benefits especially for self-employed and business ownersHow you can use leverage inside a 401kHow to obtain checkbook control and have some options here to grow your wealthLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Garrett Sutton is the founder of Corporate Direct, and he founded that in 1988 to assist entrepreneurs and investors in protecting their assets, maintaining their privacy, and advancing their financial goals. He is also a best-selling author and one of Robert Kiyosaki's Rich Dad advisors.Garrett Sutton grew up in San Francisco Bay area and went to the University of California at Berkeley, Hastings Law School in San Francisco, and the University of California's Law School in San Francisco. He always liked corporate law, and he practiced law in San Francisco and Washington, DC.He became very fortunate to become associated with Robert Kiyosaki and his team in the year 2000. He worked with Robert and the team for 20 years, and they've traveled not only in the United States but around the world, teaching financial education. He has a great desire for people all over the world to learn about financial education, and it's just been really rewarding.In our conversation, we discussed:How to protect your assetsImportance of diversification, liquidity, and being out of debtHow they assist people leaving the state of CaliforniaImportance of investing in real estate based on what he learned from Robert KiyosakiLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Bruce Wehner is the Lead Advisor of The Money  Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor.Rachel Marshall, on the other hand, is the Co-Founder, Chief Financial  Educator, and Content Strategist of The Money  Advantage. She is known for making money simple,  fun, and doable. She’s currently writing a book about her near-death experience and how it became the springboard for her family’s multi-generational legacy.Bruce Wehner and  Rachel Marshall are the co-hosts of The Money Advantage podcast, the popular business, and personal finance show.It all started when Bruce Wehner was approached by someone from Franklin Life. At that time, they were recruiting educators to actually work part-time, to teach financial education for their whole life insurance products as a way to have tax-free retirements. This is how he got into the financial industry. Bruce met Rachel several years ago because their parent company in St. Louis, e3 Consultants Group, was actually trying to help the industry be more collaborative. They thought that if they could actually raise the tide, all the boats would go with it and so they were trying to do things in a collaborative, not a competition. They had the idea of doing The Money Advantage Podcast so that they could teach educational financial topics and that's where they are today.In our conversation, we discussed:●  Cost segregation strategy●  Tactics to accomplish the purpose of cash flow and control●  Importance of controlling when and how you pay taxes or getting money into a tax-free situationLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Ryan Kelly is a Practice Sales Consultant at Practice Exchange, LLC.  He is focused on optometry brokerage that sells dental & optometry practices nationwide.  It all started when Ryan’s dad was hinting at him if it’s something that he wants to do. Eventually, when he got into grad school and took his MBA, he then decided to take part in the company, Practice Exchange, LLC, since it is a family business after all. He started talking to doctors on a daily basis and realized that they have a fantastic profession. They're helping people on a daily basis, and then they create these assets that are very lucrative. But something that not many people understand is these lucrative assets, they're very volatile.When he found out how many doctors ended up at the tail end of their career, sitting on a dying asset, it was something that kind of gave him a little bit of a rejuvenation, to really go out there and meet as many people as possible and help as many people. In our conversation, we discussed:How their services help create and preserve more wealth for a particular doctorHow to best leverage services and expertise to help grow the businessDifferentiate between practices for both dental and optometryHard assets or GoodwillLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Peter Conti– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 074 Creating Wealth in Commercial Lease Options with Peter ContiPeter Conti is an expert in commercial real estate and he co-authored the book, Commercial Real Estate Investing for Dummies.Because he didn’t feel that college was for him, he started out as a car mechanic 30 years ago. He educated himself in the world of real estate and bought his first commercial property. Since then Peter has partnered with thousands of people all across the world to help them transition into becoming successful real estate investors. Currently, his focus is on commercial lease options, which involves acquiring commercial property using owner carry and commercial master lease terms combined with an assignment contract to create sizable upfront paydays. What I haven’t mentioned is how Peter survived a tragic mountain bike accident and his road to recovery. It is truly inspirational! In our conversation, we discussed:Peter’s Appalachian trail adventure as part of his recovery process.The major reset with retail and office space due to people working from home.Tax savings in syndications.Advice-pick one commercial area and do it faster.Software tools for better efficiency.See the notes below to get Peter’s new book, How to Profit with Commercial Lease Options for free. Enjoy the show!Connect with Peter:Website: petersfreebook.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Patrick Lilly– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 073 Best Practices in Building and Preserving Wealth with Patrick LillyPatrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he helps real estate agents grow their business and help their clients.Patrick has sold over 1,200 properties worth more than $1.35 billion over his 34-year career. He’s also achieved the Keller Williams Pinnacle Award, which is presented to the top 20 agents in North America, and he was named, The Wall Street Journal’s top 250 agents.I’m grateful for Patrick sharing his time. Here are some topics from our conversation:The definition of confidence.Delegate to your team for your benefit and the client’s.Aligning values with personal and professional goals.Investing in the Northeast market for appreciation or development.Transparency in business and sharing values.Enjoy the show!Connect with Patrick:Website: patricklilly.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Matthew Chancey, CFP– Capital Gains Tax Solutions Podcast with Brett Swarts Episode 072 Importance of Tax Planning with Matthew Chancey, CFPMatt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featured in national media outlets including Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC, Digital Bloomberg, and Investment News.Matt looks for clients who are going to partner with him for the rest of his life to help them make good financial decisions because a good financial decision isn’t a onetime investment.In this in-depth conversation, Matt discusses several topics including: The resistance of the 1031 exchange.Learn how to stack up tax strategies.Upgrade your skills with education.The essentials of pre-planning tax mitigation strategies.Teaching finance to pre-release felons.Matt is filled with tax strategy wisdom, so be sure to take notes. Enjoy the show!Connect with Matt:LinkedIn:  www.linkedin.com/in/mattchanceycfp/Connect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Marty Hall, CRE Broker– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 071 Learning About Deferred Sales Trust for the First Time as a CRE Broker, with Marty HallToday I’m on the hot seat! I’m Brett Swarts, host of the Capital Gains Tax Solutions Podcast. My specialty is helping people, wealthy people keep their money working for them when selling their business, real estate or other highly appreciated assets without paying hundreds of thousands to millions of dollars in tax.The tables are turned, and Marty Hall, a CRE Broker, is going to interview me. Marty is creating a Sales Trust for the first time. He’s giving his suggestions and will find out if I can improve on his proposal.So, today’s episode is a 40-minute training session. I hope you’ll take notes and put into action. Listen to hear if Marty’s proposal makes the grade.Let me know your feedback. And contact me if you’d like to put me on the hot seat!Connect with Marty:Website: Connect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Tandy Pryor, CoachCapital Gains Tax Solutions Podcast with Brett SwartsEpisode 070 Empowering Entrepreneurs by Increasing Their Wealth and Productivity with Tandy PryorMy guest is Tandy Pryor, a high-level executive coach who primarily works with financial advisors and wealth managers. For over 10 years, Tandy has helped her clients transform their lives to live more joyfully and make more money.Tandy uses her intuitive advice and insights to help clients rediscover personal power, set clear boundaries, and heal from experiences. In our conversation, Tandy shares her insights and wisdom, including:Setting boundaries and finding your ideal client.Practical ways to work with boundaries at home or work.Growing and setting your inner-self.Defining what is owning your power.The importance of having a coach and support system.Let me know your thoughts!Connect with Tandy:Website: www.tandypryorcoaching.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Thomas Braegelmann, CEO, GCA Equity Partners– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 069 Finding Secure and High Return Deals with Thomas Braegelmann, CEO, GCA Equity PartnersMy guest is Thomas P. Braegelmann, CEO of GCA Equity Partners and the Kensington Fund. Tom looks for finding deals that have higher returns but are also secure. He offers lending opportunities to people through his lending business and real estate offerings. With Tom’s leadership, and through the development of the National Construction Lending Alliance™ program, GCA took part in the funding of more than $100-million in real estate transactions nationwide in under 18 months.Tom takes a very collaborative approach in how he structures real estate transactions.In our conversation we discuss:Finding the right collaborators.Using a self-directed IRA for tax deferments.Profit sharing in the investment strategy.Creating clarity between passive and active investors.Shared appreciation for mortgages and equity ownerships.Mentioned in the show:Book on Amazon: Mastering Real Estate Investing with Private Money.Connect with Tom:Website: gcaequitypartners.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swartsLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

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

Jen got into real estate in 2003 as an investor growing her buyer and investor business and became the top agent in her office within the first full year of being in real estate. In the great real estate market crash of 2008, she pivoted to working with REO, short sales, and investors which taught her a lot about grit! When the market turned around in 2011 she worked at the trustee sales with investors and flipped over 40 homes that year while growing her traditional real estate business through digital marketing including blogging, video, and internet marketing.In 2014 she started her team, and in 2020 sold 373 homes and over $178million in real estate volume. Some of her achievements include winning the Team of the Year award by the Arizona School of Real Estate and Business in 2019, one of Real Trend national Best Agents 2013-2020, the Women of Strength award given out to a local realtor in her community every year, and was the Top female Remax agent in the state of Arizona in 2017 before she moved to eXp Realty in 2018.Jen is also a mom of 4 ages 5-23, owns multiple businesses & investment properties, is a foodie, a biohacker for any health nuts out there, a podcast junkie, a reader, skydiver, and a lifelong learner with a ton of curiosity and a wild imagination.In our conversation, we discussed:Secrets on Building Wealth with PeopleLearn How to Grow BusinessMoving Beyond Selling Real EstateConnect with Jennifer Wehnerhttps://capitalgainstaxsolutions.com/sell-it-or-lease-it-for-free-program-with-jennifer-wehner/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Joseph and Jasmin Mims– Capital Gains Tax Solutions Podcast with Brett Swarts Episode067 Creating Wealth Through Value Added Opportunities with Joseph & Jasmin Mims, Co-owners Abundant CultureAbundant Culture is a husband and wife run company that buys and sells businesses. After leaving the military and the reserves, Joseph started the quest to educate himself on what it meant to have financial freedom. Jasmin, also a military veteran, works side-by-side with her husband. Their first investment was in real estate, the second in a coffee shop.When Joseph saw how well real estate and a business worked together as a wealth strategy, he started a private equity company. Today, the company buys and sells businesses, and educates and coaches people on purchasing real estate and business as a wealth strategy. In my conversation with the couple, we discuss:Self-education after the military.Being a systems builder or a systems expert.The challenge of finding the right business owner and right broker.Analyzing a business to get a handle on real cash flowUnderstanding the actual value of a business up for sale.Raising capital and entering the fund world.Enjoy the show!Connect with Joseph & Jasmin:Website: www.abundantculture.comConnect with Brett:Facebook https://www.facebook.com/brett.swarts @brett.swartsInstagram https://www.instagram.com/brett__swarts/ @brett_swarts

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

Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall Street– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 66 Discover Why the Wealthy Pay Less in Taxes with Joey Muré & Russ Morgan, Co-Founders & Partners, Wealth Without Wall StreetJoey Muré and Russ Morgan co-founded Wealth Without Wall Street in 2015. Joey and Russ have tried-and-true methods, along with a team of experts to help clients execute business plans and build wealth.The free Wealth Without Wall Street community has over two-thousand members who continually share their journey to financial freedom. The concept of Joey and Russ’s education program is to help clients create passive income, reduce taxes, and implement infinite banking. They also offer a course specifically on IBC 101 that people can study at their own pace. In our conversation we discussed:Infinite banking and its benefits.Life insurance contracts-a good tool if used correctly.Creating more passive income.Easing the burden of cash windfalls.The mindset change-not trading time for money.Enjoy the show!Connect with Joey & RussWebsite: https://www.wealthwithoutwallstreet.com/about-usConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Jason Habeeb, Habeeb Real Estate– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 65 Learning your Tax Deferral Options with Jason Habeeb, Habeeb Real EstateJason Habeeb is the owner of Habeeb Real Estate. He is from San Francisco and has served the Greater Sacramento Area for the past 18 years.Habeeb is not only a real estate agent, but he’s someone who’s focused on helping people with charitable causes, using tax strategies that become a win-win for everyone.In our conversation, Habeeb shares:The charitable remainder trust and how it saves a client’s money.Pre-planning to save money on capital gains tax.The inspiration from his mentor.His power team–financial advisor, attorney and CPA.The questions to ask your team to save on taxes.Enjoy the show!Connect with Habeeb:Website: habeebrealestate.comConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 64 Preserving Wealth Thru Multifamily Investing with Gino Barbaro, Co-Founder Jake and GinoGino Barabo is co-founder of Jake and Gino, a multifamily real estate education company that offers coaching and training in real estate. Gino is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1,500 multifamily units.Gino teaches a program based on the proprietary framework of Buy Right, Manage Right, and Finance Right. Honeybee is his latest book.This conversation is packed with lessons and strategies. Get ready to take notes as Gino shares:Cost segregation for capital gains tax deferral.Stay in your investing lane but diversify.Life coaching and developing your character.Lessons learned, and dumb debt is not your friend.Finding great strategies and book recommendations.The Youth Academy.Enjoy the show!Connect with Gino:Website: https://jakeandgino.com/honeybeeBook: The HoneybeeConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Chris Larsen– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 62 Taking Your Wealth to The Next Level with Chris LarsenChristopher Larsen is the Founder and Managing Partner of Next-Level Income. His mission is to help investors become financially independent through education and investment opportunities.When Chris was just 21 years old and a student at Virginia Tech, he purchased a single-family house as an entry point into the real estate industry. He quickly figured out that multi-family is one of the best ways to create and preserve more wealth.Chris and his team have raised over $12-million and has over $150-million of real estate acquisitions. He also invests in equities, oil, gas, and small business lending.In our conversation Chris shares:The multi-family space and passive income.Follow what the rich invests in: real estate, precious metals, small businesses, oil and gas.Market opportunities in the Southeast: multi-family space with minor renovations.Setting up investment structures on the front end to prepare for various tax situations.Be sure to check out Chris’s new book, available for free at his website.Connect with Chris:Website: nextlevelincome.comConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.comLove the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Victor menasce– Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 59 Investing in Real Estate and Scaling Your Business with Victor MenasceVictor Menasce’s company is based in Ottawa, Canada. He develops apartments, senior housing, and hospitality in several markets across North America, including Banff, Alberta, Louisiana, and Philadelphia.Victor started his career as an electrical engineer designing weird and wonderful microprocessors in the telecom industry. He made the big switch to real estate because career burnout and traveling back and forth to Japan every two weeks was a strain on him and his family.It was a sudden turn to leave the Silicon Valley world and march, head first into real estate!Victor shares the difficult lessons learned from making that big shift to a totally different industry including:Being inspired by his grandfather’s invention–the IBM Selectric Typewriter.The myth that real estate is passive income.Tax deferral–don’t trigger a taxable event!Investing in partners you trust.Using other people’s money to accelerate.The keys–knowledge, emotional drive and motivation.Enjoy the show and listen to more of Victor’s experiences on his Real Estate Espresso Podcast.Connect with Victor Menasce:Website: https://victorjm.comPodcast Real Estate EspressoConnect with Brett SwartsWebsite: https://capitalgainstaxsolutions.com

Vinney Chopra – Capital Gains Tax Solutions Podcast with Brett SwartsEpisode 58 Buying Multifamily Investments with Vinney ChopraVinney Chopra is a commercial real estate broker in California, and an expert multifamily syndicator. Vinney came to the U.S. with only seven dollars in his pocket. Despite the challenges, Vinney has achieved outstanding success in marketing, sales, motivational speaking and real estate investing. In 12 years he developed 29 syndications-14 in past three. He has achieved enormous success controlling over $350-million and 4,200 doors in this niche market. He and his 67 professional full-time team members manage all assets from acquisition till disposal.Vinney is the CEO of Moneil Investment Group that oversees his syndications, and the CEO of Moneil Management Group that oversees his properties. Vinney uses his proven ideas and techniques for multi-family and senior living syndications that have helped him grow his business exponentially.With his passion to help people and his drive to build lasting legacies, he is an example of what positive thinking can do to affect one’s life and that of others.Vinney’s nickname is “Mr. Smiles” and “Mr. Enthusiasm.” He has always believed in a person’s ability to shape the world through positive thought and selfless actions. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Vinney Chopra about building business relationships and growing from humble beginnings.Here is what to expect on this week’s show:●     Vinney’s start in real estate and how he moved to business and marketing.●     The steps in your business journey and planning for the future.●     Starting as an entrepreneur - what to invest in and how to do it.●     The history of Vinney’s multifamily company.●     Working around challenges. Connect with Vinney Chopra:Website: https://www.vinneychopra.com/Facebook: https://www.facebook.com/VinneyChopraInstagram: https://www.instagram.com/vinneychopra/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Trevor McGregor – Capital Gains Tax Solutions Podcast with Brett Swarts Episode 057 Focus on Personal Development and Leadership to Grow Your BusinessWith Trevor McGregorTrevor is a High Performance - Master Coach with over 25,000 hours of coaching experience under his belt. He has worked with clients from around the world, including Fortune 500 executives, high level real estate investors, entrepreneurs, world-class athletes and business professionals and they all come to him for one reason: Life-Changing Transformation. In addition to running his own private coaching practice, Trevor was a Master Platinum Coach with the Tony Robbins Group, offering elite coaching unlike any other program in the world. Trevor is also an active Real Estate Investor holding assets in his portfolio that range from owning single family homes in Vancouver to owning Multi-family apartment buildings in places like Texas, North & South Carolina, Tennessee and other states as well. Trevor has also diversified into other asset classes such as Self-storage units in Key West Florida, he has bought Commercial Office Space in Minnesota, he has invested in Agricultural Hemp Farms in Colorado and he has also been an impact investor in many exciting projects around the world. His mission is to assist others in realizing their true power and hidden potential to achieve more success, wealth, freedom and contribution than they ever thought possible. Listen to this dynamic Capital Gains Tax Solutions Podcast episode with Trevor McGregor about keeping your money and unpacking the secrets of personal development and leadership.Here is what to expect on this week’s show:●     Trevor’s start in real estate and how he moved into business coaching.●     You can’t teach a professional their own craft– but you can show them how to do it better.●     Why not being afraid to ask question is so important to develop your business and yourself.●     Tony Robbins’s 3 S’s for successful business coaching and what they mean for Trevor.●     Why creating value in something will produce value coming right back to you. Connect with Trevor: Website: https://www.trevormcgregor.com/ Facebook: https://www.facebook.com/trev.mcg @trev.mcg  Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter

Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter