
Capital Gains Tax Solutions Podcast
681 episodes — Page 9 of 14
Ep 231Transforming Obstacles into Cash Flow with Darren Jacklin
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Exiting Multifamily Building - Deferred Using A Deferred Sales Trust with Ron Anderson
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Ep 230The Ultimate Real Estate Machine with Jason Williford
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Ep 229The 21 Best Cashflow Niches with M.C. Laubscher
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Ep 228Section 8 Real Estate with Tom Cruz
Tom Cruz is originally from Brazil, and he's in North Carolina these days. Tom has 9 years of experience acquiring properties optimized for the Section 8 program, secured over $25,000,000 in commercial & creative financing, built highly efficient property management teams, and aggressively scaled his Section 8 portfolio in less than a decade, and he's built an efficient property management team to aggressively scale this portfolio. Tom Cruz acquired over 400 rental properties in North Carolina, South Carolina, Tennessee and Ohio.In our conversation, we discussed:Acquiring and building wealth with Section 8Identifying markets and properties.The biggest challenge with Section 8 housing.The process helps others build their wealth for Section 8.Connect with Tom Cruzhttps://capitalgainstaxsolutions.com/section-8-real-estate-with-tom-cruz/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 227Building Wealth Using Debt with Matt Gouge
Matt Gouge, aka Matt the Mortgage Guy, got his start in lending back in 2013. As a self-proclaimed math nerd and a people person, he burned his proverbial ships, leaving a steady paycheck with the State of California, for the commission-based world of brokering residential mortgages. He has excelled in the field because he himself is a real estate investor and he can advise clients at a high level. As a real estate investor himself, he is able to help clients not only analyze the mortgage on their primary residence but on potential investment properties as well.In our conversation, we discussed:Understanding debt is your friend and not your enemy.Two different debt structures.Season of the wealth plan and tailoring the debt to the business plan.Connect with Matt Gouge:https://capitalgainstaxsolutions.com/building-wealth-using-debt-with-matt-gouge/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 226Unlocking Your Money Mindfulness with Jonathan DeYoe
Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money. He is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier lives!His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses. He has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial planning firm. He’s a contributor on personal finance matters for the Huffington Post, and Business Insider, among others and he has been featured in the Wall Street Journal and The New York Times.In our conversation, we discussed:Moving towards money mindfulness.Identifying what's important, what's not important.Frustrations on selling highly appreciated assets.Connect with Jonathan DeYoe:https://capitalgainstaxsolutions.com/unlocking-your-money-mindfulness-with-jonathan-deyoe/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 225Creating a Healthy Relationship with Money with Bob Wheeler
Bob Wheeler, Financial Expert & Motivator, Book Author, is the founder of The Money Nerve. Bob helps listeners conquer their money shame and avoid making poor financial decisions by teaching how emotions can dictate our choices. As a man of true integrity with infectious energy, Bob’s crusade for personal growth has cross-pollinated with his accounting practice to create a new approach to personal finances.His passion is to help others gain insights into how their emotions trigger financial decisions. Combining finances with behaviours, Bob explores his personal concept of creating a healthy relationship with money in his recent book, The Money Nerve.In our conversation, we discussed:How to create a healthy relationship with our money?Who wants to be rich, who deserves it?How to trade that ego, pride, to a being right and to create joy for finding out what's true?What are Wash Sales?Connect with Bob Wheeler:https://capitalgainstaxsolutions.com/creating-a-healthy-relationship-with-money-with-bob-wheeler/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 224Tax Flow vs Cash Flow with Brad Gotto
Raised in Iowa, Brad moved to Minnesota to attend Bethel University in St. Paul, MN, where he received a degree in Youth Ministries. Brad’s business journey began in 2006 as a financial advisor. Brad finds his motivation in finding a proper outcome for each client and case. He finds it most rewarding when a case comes together and goals are achieved. Brad has been in this industry for 15 years. He started with a big box firm when independent in 2009 been rocking the independent world ever since.Brad is the owner and Wealth Manager at Fiat Wealth Management. They specialize in the grey areas of Financial Planning. Where most advisors say they can’t or won’t help, they dive in. Focus on the tax side of investing and helping people learn how to spend their money.In our conversation, we discussed:Creating a forward-thinking tax flow money spending plan.Aiding in helping future clients to do this.Lifetime Tax Program.The breakeven points, the ratios, the equity to the tax versus the total equity on the sale.Connect with Brad Gotto:https://capitalgainstaxsolutions.com/tax-flow-vs-cash-flow-with-brad-gotto/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 223Passive Investing in Idaho Real Estate with Heather Dreves
Heather Dreves is the Director of Funding at Secured Investment Corp and a fund manager that oversees the management of the Secured Investment High Yield Fund II LLC and the Circle of Wealth Fund III LLC, Secured Investment Corp is one of the fastest-growing real estate lenders and fund managers in the US.Secured Investment Corp has created two private equity funds to fill the void left by uncooperative traditional funding sources. Investors have the potential to earn double-digit returns based on past performance. By connecting real estate investors who needed non-traditional funding with passive investors who were ready to earn higher returns on their investments, Secured Investment Corp created an opportunity to benefit both sides.Heather enjoys lending money to self-employed entrepreneurs and their families. Watching people succeed in their business motivates her, and that’s why she and her lending team focus on transparency, mentorship, and making sure their people make their money back. She learned early on that focusing on the bottom line was not enough to sustain a business, and after foreclosures and property taxes caught up with many of her clients, she decided to change her approach.In our conversation, we discussed:Passive Investing in Real Estate.What's the average percentage on notes? Liquidity of funds?Is there a time period people must stay in?Diversifying Fund.The flavour of Idaho local real estate.The biggest difference between Coeur d'Alene, Idaho and Boise.Connect with Heather Dreves:https://capitalgainstaxsolutions.com/passive-investing-in-idaho-real-estate-with-heather-dreves/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 222The Opportunity of Investing in Uranium with Scott Melbye
Scott Melbye is a 37-year veteran of the nuclear energy industry having held leadership positions in major Uranium mining companies and various industry organizations. He also currently serves as President, Chief Executive Officer and a director of Uranium Royalty Corp., and as Advisor to the Nuclear Engineering Program at the Colorado School of Mines. He recently served as Vice President Commercial for Uranium Participation Corporation (now Sprott Physical Uranium Trust), and Advisor to the CEO of Kazatomprom, the world’s largest Uranium producer in Kazakhstan. Through June 2014, Scott Melbye was Executive Vice President, Marketing for Uranium One, responsible for global Uranium sales activities.Prior to this, he spent 22 years with the Cameco Group of companies, both in the Saskatoon head office and with their U.S. subsidiaries. He most recently served as President of Cameco Inc., the subsidiary responsible for global marketing and trading activities with annual sales exceeding 30 million pounds U3O8. Scott Melbye is President of the Uranium Producers of America and a past Chair of the Board of Governors of the World Nuclear Fuel Market. Scott received a Bachelor of Science in Business Administration with specialization in International Business from Arizona State University in 1984.In our conversation, we discussed:How to Invest in Uranium?How Uranium fits into a well-balanced portfolio?Connect with Scott Melbye:https://capitalgainstaxsolutions.com/the-opportunity-of-investing-in-uranium-with-scott-melbye/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 221Growing Wealth With HEX Crypto
Eric Van Dalen is a serial entrepreneur presently operating a small business in addition to being a commercial real estate agent with eXp. He got involved with cryptocurrencies in early 2021.A small business owner in a very small town in Montana, Eric always found himself being creative and constantly coming up with ideas. He decided to pursue getting the products to market by licensing them to companies. Having both a creative and analytical mind, he used both to move through the licensing process with the help of his inventRight team. With hard work, effort, persistence and determination Eric was able to license his first product.In our conversation, we discussed:What is HEX cryptocurrency and how to grow wealth with it?Connect with Eric van Dalen:https://capitalgainstaxsolutions.com/growing-wealth-with-hex-crypto-with-eric/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 220Matching Your Financial Resources To Your Family Goals with Rocco Carriero
Rocco A. Carriero is a comprehensive Wealth Advisor specializing in working with Business Owners, CEO and Entrepreneurs. He is a Chartered Retirement Planning Counselor, Accredited Portfolio Manager Advisor and holds an MBA in Banking & Finance with over 20 years of experience. Rocco has appeared on Fox, NBC and his financial insights have been featured in publications including the Wall Street Journal, Forbes, Fortune, Wealth Management Magazine as well as many other local and regional publications.Rocco is a member of the Columbus Citizens Foundation and has served on the board of directors of The American Heart Association, Southampton Business Alliance, East End Hospice, and Westhampton Beach Performing Arts Center and serves as the Vice President of Integrated Medical Foundation. Rocco lives and works on Eastern Long Island, NY with his wife Heather and their two children Ella and Luca.In our conversation, we discussed:Identifying and Creating a Financial Plan.Commitment to developing a strategic financial plan.Matching your financial resources to your family goals.Connect with Rocco Carriero:https://capitalgainstaxsolutions.com/matching-your-financial-resources-to-your-family-goals-with-rocco-carriero/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 219How to Get Equity Freedom with Matthew Sullivan
Matthew Sullivan is the founder and chief executive officer of the QuantmRE platform. He is also the co-founder of the Secured Real Estate Income Strategies Fund, and president and founder of Crowdventure.com, a real estate crowdfunding company. A serial entrepreneur, author, and host of the Hooked On Startups podcast, he worked with Richard Branson's Corporate Finance Team in the Virgin Group.Matthew went to Westminster School in London, UK, and studied Law at Birmingham University before pursuing a career in finance and stockbroking, specializing in the South East Asian markets. Since then he has founded and led companies in the United Kingdom, India, Australia, and the United States in the finance, telecommunications, technology, and real estate sectors.In our conversation, we discussed:How to get equity freedom.What a Home Equity agreement is?Who's paying for the appraisal and what percentage of ownership are you taking in for the property?Timeline on a deal.Connect with Matthew Sullivan:https://capitalgainstaxsolutions.com/how-to-get-equity-freedom-with-matthew-sullivan/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 218The Art of Private Lending with Mitch Stephen
Mitch Stephen has purchased well over 2,000 houses in and around his hometown of San Antonio, TX. Today he specializes in owner financing properties to individuals left behind by traditional lending institutions and giving new life to properties that scar the neighborhoods. He has perfected a method of achieving cash flow without having to be a landlord and without having to rehab properties. He’s mastered the art of raising private money and the classic “Nothing Down” deal.A passionate speaker who delivers the message of integrity first and profits second; an expert at keeping it simple and explaining, in plain English, the theories that made him financially independent. He is always an inspiration to those around him.In our conversation, we discussed:Loaning money on houses.What's the average rent in the area?How do I back into numbers to make it attractive for a renter to be an owner with about a 10% down payment?The marketplace, and the values of Real Estate?How private lending can help hedge against a big market correction?Connect with Mitch Stephen:https://capitalgainstaxsolutions.com/the-art-of-private-lending-with-mitch-stephen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 217Passive Investing into Self Storage Real Estate with Scott Krone
Mr. Krone is a Chicago native whose career in architecture began in 1991 by pursuing his Masters of Architecture from the Illinois Institute of Technology. While obtaining his degree, he also worked as a Project Manager for Optima, Inc. In 2012, Krone founded Coda Management Group – a firm that specializes in managing real estate assets. Since its inception, Coda has managed a wide range of real estate, including single and multifamily homes, retail, commercial warehouse, self-storage, and multi-use flex athletic spaces. Currently, the platform of investments is in excess of $54 million. In our conversation, we discussed:Self-Storage versus Apartments in Multifamily.Understanding of the self-storage industry.Pros and Cons of some tax deferral and strategies.What are some of the numbers when it comes to self-storage?Opportunity Zones and Self-Storage Investing.Connect with Scott Krone:https://capitalgainstaxsolutions.com/passive-investing-into-self-storage-real-estate/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 216Investing in Real Estate Across Boarders with Lauren Cohen
Lauren A. Cohen, international speaker, #1 bestselling author, and immigration and business strategist, is an attorney licensed in both the U.S. (TN) and Canada (ON). As an active AILA (American Immigration Lawyers Association) member, Lauren boasts a stellar track record of success. She was also recently recognized as one of 2017’s “Super Lawyers” by Attorney-at-Law Magazine.Although her role at e-Council does not involve practicing law, Lauren has first-hand knowledge of the visa process, having herself immigrated from Canada, and later becoming an American citizen in 2012. The overriding goal in all of her business endeavors is to help her clients achieve their version of the American Dream. Developing sound strategies designed to sustain long-term growth is a cornerstone of the e-Council Inc. brand.In our conversation, we discussed:Helping investors invest across borders.Steps process to help people invest in real estate.Create strategies to expand their businesses across borders.Connect with Lauren Cohen:https://capitalgainstaxsolutions.com/investing-in-real-estate-across-borders-with-lauren-cohen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 215Monetize and Maximize Your Marketing Leads with Chris Craddock
A nationally certified Life Coach with a Doctorate in Leadership, Chris Craddock is the driving force behind REI Revive, the host of the Uncommon Real Estate Podcast, a Realtor, and an entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond, VA). Chris is a consistent NVAR multi-million dollar producer who produces over $4 Million in commission each year. In 2020, his team, The Redux Group, was #20 in all of Keller Williams and sold just under $160 million in volume. Chris has been married for 20 years and is the proud father to six beautiful children.In our conversation, we discussed:How do you monetize and maximize your marketing leads?Adding values to solving problems.What is your typical plan for huge capital gains tax?Connect with Chris Craddock:https://capitalgainstaxsolutions.com/monetize-and-maximize-your-marketing-leads-with-chris-craddock/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 214Definition Of A Successful Retirement with Jonathan Heagle
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels. With 16 years of experience as a proprietary trader and portfolio manager at prestigious financial firms prior to founding Mountain Vista, Jonathan is uniquely positioned to help his clients develop and execute customized solutions to their financial needs.In our conversation, we discussed:Definition of Building a Successful Retirement.Alternative investments for Real Estate.Corrections on High Valuations on Real Estate.Institutionalization of the Single-Family Rental Market.Connect with Jonathan Heagle:https://capitalgainstaxsolutions.com/definition-of-a-successful-retirement-with-jonathan-heagle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 213What's It Worth Valuations with Bharat Kanodia
Bharat is the founder of Veristrat. He has been in business valuation since 2000 and has valued assets in real estate, industrial, personal property, and financial assets including some unique assets i.e., the Golden Gate Bridge, NYC subway system, Hartsfield Atlanta Airport, and Las Vegas casinos.Bharat has formerly worked with American Appraisal and Silicon Valley Bank Analytics. As an appraiser, Bharat has signed off on over 4000 valuation opinions with $800 billion in assets. Bharat holds an undergraduate degree in mechanical engineering from the University of Wisconsin and an MBA from Marquette University. He is a senior accredited member with ASA.In our conversation, we discussed:Valuating Assets in a highly appreciated marketplace.Biggest frustration on selling highly appreciated assetsExit Planning ProcessConnect with Bharat Kanodia:https://capitalgainstaxsolutions.com/whats-it-worth-valuations-with-bharat-kanodia/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 212Kingdom CRE Syndicate Investing with Josh Wilson
Wrestled Alligators Professionally, Fought Fires, Delivered Babies, Saved Lives, Built and Sold Companies (FAILED and PIVOTED more than most), Worked with Sharks (means Venture Capitalists), was one of the first to build an online group fitness company, Built and Scaled a network of co-working studios in partnerships with local municipalities, built and sold podcasts and media brands, Interviewed over 400 Entrepreneurs and CEO across 5 Podcast Shows reaching the top of iTunes Charts.Josh is a man of faith who is lovingly devoted to his family and lifts up humanity with kindness and brings peace to chaos. His philosophy is “Belief systems shape our values, which guide our principles, that drives our actions.”In our conversation, we discussed:How to define commercial real estate syndications?What’s the hardest thing about getting it out and figuring it out as an entrepreneur?How do branding and building help more people?Connect with Josh Wilson:https://capitalgainstaxsolutions.com/kingdom-cre-syndicate-investing-with-josh-wilson/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 211Texas Hotel Opportunity Zone Investing with Matt Aitchison
Matt Aitchison is a real estate investor, syndicator, speaker, and private equity consultant. After graduating from UC Santa Barbara, Matt got his start in the world of single-family and built a Wall St Journal Top 1000 Real Estate Team. Matt quickly transitioned to the investment arena, personally flipping hundreds of houses while simultaneously consulting with hedge funds like Invitation Homes and Waypoint. He now owns Vault Investment Properties, a private company that acquires and operates his own passive income portfolio comprised of commercial strip centers, hotels, single-family rentals, and multi-family assets. Additionally, Matt and his team now consult with various investment and private equity groups to identify sound investment opportunities for equity and debt placement, development, and asset acquisition.He is extremely passionate about helping others create more wealth, freedom, and fulfillment in their life through real estate investment opportunities and is also the host of the Millionaire Mindcast, a Top 100 ranked business podcast in the world. Most importantly, he’s a husband to his amazing wife Marie and two beautiful daughters, Ella and Evelyn.In our conversation, we discussed:What is an Opportunity Zone?What are the advantages of the Opportunity Zone? The specs of the deal in an Opportunity ZoneConnect with Matt Aitchison:https://capitalgainstaxsolutions.com/texas-hotel-opportunity-zone-investing-with-matt-aitchison/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 210How To Become A Wealth Multiplier with Jeff Badu
Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax Services, LLC, which is a CPA firm that specializes in tax preparation, tax planning, and tax representation for individuals and businesses. Another key company is Badu Investments, LLC, which is a real estate investment company that acquires residential and commercial rental real estate properties in areas such as the South Side of Chicago in efforts to restore traditionally underserved areas. What sparked his interest in launching these companies is his passion for helping people minimize their tax liability and ultimately multiplying their money by investing it and building multi-generational wealth. His purpose in life is to inspire and support the super hungry to take hold of infinite resources in order to create an abundant lifestyle.He’s extremely passionate about financial literacy and currently hosts various financial literacy workshops throughout the country. He’s a public speaker and his overall mission in life is very simple: to make a lasting positive impact in as many lives as possible, especially when it comes to their finances.In our conversation, we discussed:Steps to become a wealth multiplierResearching industry and turning it into a business plan1031 Exchange frustrations.Connect with Jeff Badu:https://capitalgainstaxsolutions.com/how-to-become-a-wealth-multiplier-with-jeff-badu/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 209Strategies To Make Money When Selling Your Home with Andy Martinez Jr.
Andy is a REALTOR® currently specializing in the Los Angeles market. He is out of the great state of California, in Southern California in the Los Angeles area, and becoming a licensed professional real estate was one of the most important professional decisions he ever made. He loves real estate, and he loves helping families and selling their places for the highest price and best terms. He's here to share all of his secrets with us. He's averaging about one to 2 million on the list of less side sales.His clients often compliment him on his patience and ability to listen to their needs, while avoiding the pressure of the “hard sell” that so many real estate agents are known for. As a result, he has cultivated a relationship with his clients that has led to strong referral business.In our conversation, we discussed:Strategy to make more money when selling your home.Migration pattern on buying property or moving out of state.Connect with Andy Martinez Jr.https://capitalgainstaxsolutions.com/strategies-to-make-money-when-selling-your-home-with-andy-martinez-jr/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 208Passively Investing in Multifamily Real Estate with Kent Ritter
Kent is a former start-up owner and corporate executive turned real estate investor and multifamily operator. Kent is on a mission to empower others to take control of their financial future, while making a positive social impact, by providing modern, affordable housing to America's workforce.Kent believes that good investing starts with education so he hosts a successful podcast, called Ritter on Real Estate, where he interviews the pros to teach you how to invest like a pro! Additionally, Kent hosts a monthly multifamily investing meeting in his hometown of Indianapolis.In our conversation, we discussed:Multifamily Investing.Two main channels to find deals.The right approach to cap rates.What is the exit plan when you go to exit your syndications to defer the tax?Connect with Kent Ritter:https://capitalgainstaxsolutions.com/passively-investing-in-multifamily-real-estate-with-kent-ritter/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 207Not Putting eXp in a Box with Randall Miles
Randall is the Chairman and Chief Executive Officer of SCM Capital Group, which is a global, strategic, and transaction advisory firm, I sit on several boards. He spent a great many years on Wall Street, running large investment banking operations, or mergers and acquisitions, bulge bracket and middle-market firms, and have been CEO of a few multibillion-dollar global companies and financial services or technology.He has over 25 years of experience in management, corporate finance, private equity, business development, securitization, and Merchant banking. He led public and private nonprofit boards through transitions, and he has expertise in diverse industry sectors including technology, financial services, general industry, telecommunications, and others.In our conversation, we discussed:Not putting eXp in a boxThe vision for the eXp CommercialeXp Commercial versus eXp ResidentialWhat are the challenges it's facing versus what the eXp Residential had?Connect with Randall Miles:https://capitalgainstaxsolutions.com/not-putting-exp-in-a-box-with-randall-miles/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 206Building Wealth With Land Deals with Tom Staub
Tom oversees the underwriting of projects, financial pro formas, debt, and equity strategy, company growth, and is focused on the viability of projects, partnerships, and investor relations. Mr. Staub has more than 15 years of business experience, has owned and successfully operated four separate companies, and has been a sponsor on more than 140 deals. His journey has taken him from bachelor’s and master’s degrees in finance to Wall Street as a broker for Morgan Stanley, to the tech startup world of Silicon Valley, and over the past seven years, the world of entrepreneurship and venture capital.In our conversation, we discussed:How to build wealth with land dealsHow to pick the right dealsThe path of progressThe Importance of Network MigrationConnect with Tom Staub:https://capitalgainstaxsolutions.com/building-wealth-with-land-deals-with-tom-staub/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 205Never Fear an Audit Again with Joe DiChiara
Joe DiChiara is an entrepreneur with a CPA license. He has worked with thousands of business owners over a 35-year career. Eager to help people succeed, it troubled him that most new businesses fail, and was determined to find out why. In 2010, after reading “The Science of Getting Rich” by Wallace Wattles and “Law of Success” by Napoleon Hill he got his answer.Success starts with Mindset and Intention, subjects they don’t teach in CPA school. Joe learned that this was the true culprit in business failure on top of an overly complex tax and compliance system making it nearly impossible to start a business and stay in business. His primary purpose has become teaching entrepreneurs the fundamental principles of success combined with the practical knowledge acquired as a CPA.In our conversation, we discussed:Tax legislationFear on IRS AuditEstablishing revenue and cash flowConnect with Joe DiChiara:https://capitalgainstaxsolutions.com/never-fear-an-audit-again-with-joe-dichiara/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 204Retire Early By Investing In Real Estate with Dustin Heiner
Dustin Heiner is from the great state of Arizona. He also spent some time in Fresno. He is the host of Master Passive Income, a blog, and podcast about investing in real estate and rental properties. It's his desire to help you heal and help you succeed in investing in real estate rental properties. Master Passive Income is committed to helping you on your business journey by sharing insights into how to be successful real estate investing in rental properties.Dustin Heiner's desire is to give away as much free information as possible through his blog to help as many people as possible. He wants to help people quit their jobs and replace their income with passive income from rental properties.In our conversation, we discussed:How to start a YouTube Channel and Podcast ChannelMake money from wealth the buy more real estateHow to leverage to grow and scale your businessConnect with Dustin Heiner:https://capitalgainstaxsolutions.com/retire-early-by-investing-in-real-estate-with-dustin-heiner/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 203Unlocking Real Estate Equity Using Crypto with Mike Waters
Mike is a Veteran CTO with 24 ++ Years of experience Energetic, motivated, and very creative in offering solutions. I have been an executive-level Business/IT Leader with vast amounts of practical experience and knowledge. Providing leadership and planning for IT & web development projects for small and medium-sized companies. Working on complex projects with multiple teams in multiple countries on a singular project. Working with pre-funding venture capital and fundraising.Very experienced in the art of working within an organization at an operational level and working within the organization to develop systems and make the whole organization run like a well-oiled machine. I’ve worked in organizations (References on request) in funding, marketing, and IT. I’ve been involved in prepping and building business plans, projections, compliance, etc…Currently serving on 3 Executive advisory boards and board of directors for 2 companies. I am well connected and have a great private network to use as a resource for growth when needed.In our conversation, we discussed:Unlocking real estate equity using cryptoStart a stable coin foundationMerging the stable coin into a tokenConnect with Mike Waters:https://capitalgainstaxsolutions.com/unlocking-real-estate-equity-using-crypto-with-mike-waters/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 202Building Your Business With The Exit in Mind with Neil Twa
Neil is a 7 figure ECOM expert who has shared stage time with Kevin Harrington, Jay Abraham, been featured in Entrepreneur.com, Huffington Post, and INC for his knowledge, training, and business growth around SaaS and E-commerce focused companies in the Shopify and Amazon markets selling physical and digital products. He's successfully coached over 500+ entrepreneurs and made dozens of millionaires teaching them how to sell physical products online, just like he's going to show you today. The software he'll demonstrate is hands down, the best in the industry for managing order fulfillment, product sourcing, automation, and product selling.Since 2012 Neil has been selling on Amazon using private label branded products and FBA. He's been building online businesses since 2007 after leaving his corporate career with IBM. He spends most of his time focused on helping his clients through brand growth strategies and business development. Through his company Voltage Digital Media they also acquire e-commerce brands with a focus on Amazon FBA.In our conversation, we discussed:Understanding the customer solution.Good systems processes and efficient game plan.What's an acceptable measure of business, for e-commerce companies?Connect with Neil Twa:https://capitalgainstaxsolutions.com/building-your-business-with-the-exit-in-mind-with-neil-twa/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 201Why You Should Sell Your Company Now with Andy Cagnetta
Andy Cagnetta is a recognized leader in the business brokerage industry and South Florida business community. Experienced in selling hundreds of businesses throughout South Florida as an agent and owner for Transworld. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. A Certified Business Intermediary through the IBBA (CBI)A skilled negotiator and recognized national trainer of negotiation techniques. Specialize in mergers and acquisitions, especially technology-related, manufacturing and distribution businesses. Extensive business appraisal training through IBA. Andrew Cagnetta envisioned even more growth. It wasn’t long before United Franchise Group CEO Ray Titus and Cagnetta teamed up to form a partnership and offer Transworld Business Advisors as a franchise.In our conversation, we discussed:Why you might consider selling your company or business right now?Setting up a Pre-Plan prior to the sale of your businessCapital Gains Tax and Estate TaxConnect with Andy Cagnetta:https://capitalgainstaxsolutions.com/why-you-should-sell-your-company-now-with-andy-cagnetta/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 200Becoming a Hyperlocal HyperFast Real Estate Agent with Dan Lesniak
Dan Lesniak helps real estate agents deliver massive value to their clients. He is a Billion Dollar Real Estate Agent and the Best Selling Author of "The HyperLocal, HyperFast Real Estate Agent."In 2012, his rookie year in real estate he sold over 22 million dollars in volume but dominating his local market after starting the Orange Line Living brand. He was the Salesperson of the Year for Century 21 Redwood Realty and one of the top real estate agents in the DC Metro market. The strategies he used that year became the basis for my best-selling book which has helped thousands of real estate agents. In 2014 after merging with the Keri Shull Team, I helped lead the number four team in the world for Keller Williams. In 2015 he co-founded Optime Realty which became the home for the Orange Line Living and Keri Shull Team. That year the team became the number one team in Virginia and in the top 40 in the United States.In our conversation, we discussed:How to become a hyperlocal hyperfast real estate agent.Segmentation, targeting, and Positioning.Build the foundation of admin and support.Off-market concept to the investor.Connect with Dan Lesniak:https://capitalgainstaxsolutions.com/becoming-a-hyperlocal-hyperfast-real-estate-agent-with-dan-lesniak/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 199The Best Way to Track Your Real Estate Portfolio with Bobby Sharma
Bobby Sharma brings his deep understanding of real estate investing to provide a next-generation solution for fellow real estate investors (bettercapital.us and bayflip.com). Well known in the real estate community as a networker, speaker and a caring investor, and technologist, Bobby has built one of the most comprehensive software platforms for tracking, training, and transactions for real estate investors and professionals. Bobby is renowned as a thought leader in the PropTech and real estate space. Bobby brings social good into smart investing. Bobby is generous with his time and knowledge to help aspiring and experienced investors to succeed and grow.In our conversation, we discussed:Best way to track your real estate portfolioHelp simplify investments in trackingDST story of due diligenceConnect with Bobby Sharma:https://capitalgainstaxsolutions.com/the-best-way-to-track-your-real-estate-portfolio-with-bobby-sharma/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 197Diversified Real Estate Investing with David Hardcastle
David has more than thirty years of entrepreneurial, small business, and real estate investing and management experience. Starting with initial concepts, strategic planning, implementing business systems, and daily operating procedures, he has experience in every facet of small business. He has been investing and developing real estate starting in 1994 with the first purchase of a bank REO which was subsequently rehabbed and turned into a rental. Since then, he has rehabbed properties, built houses from the ground up, sub-divided land, designed multi-unit residential projects, rehabbed and rented commercial space, fixed and rented numerous residential properties, fixed and sold residential and commercial properties, done seller financing, and purchased nonperforming notes.In our conversation, we discussed:Diversification in Real Estate InvestmentsWays to Grow Your WealthWhat are the returns and how secure is my money?Connect with David Hardcastle:https://capitalgainstaxsolutions.com/diversified-real-estate-investing-with-david-hardcastle/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 196Building An AirBnB Wealth Strategy with George Salas
George Salas is a Real Estate Investment Strategist. His team empowers property owners in distress, by partnering with investors and young entrepreneurs to achieve their real estate goals, in both the residential and commercial space. He got into Real Estate because he wanted to change his life, achieve financial freedom and empower others to do the same.What he loves most about what he does is seeing the relief that his clients experience when they finally sell the properties and the smiles that the investors have when they choose to close on a high, high equity deal. He also loves coaching young and hungry entrepreneurs. Many of them want to break into the real estate industry, but don’t know how to start WITHOUT using their own cash or credit.He loves to play soccer, spend time with his family and travel back to his home country in Peru.In our conversation, we discussed:Build an Airbnb Wealth StrategyMarket research with correct marginsGetting the right propertyInvesting into the actual SetupConnect with George Salas:https://capitalgainstaxsolutions.com/building-an-airbnb-wealth-strategy-with-george-salas/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 195Underground RE Business Secrets with TJ Kosen
TJ Kosen is experienced in all aspects of real estate from acquisition through renovation, management, and sales. I have owned and managed renovation projects from 1 unit to over 100 units. He source, purchase, renovate, wholesale, and sell investment real estate in the DFW area. In addition, he helps investors meet their acquisitions, cash flow, renovation, and sales goals through sourcing off-market and on MLS properties. He's a licensed Texas real estate agent, California real estate broker in California and general contractor In our conversation, we discussed: The Secret of building a real estate businessMind shift mindset of direct to seller marketing, acquiring or solving problems, and problem-solving.Stages being an EntrepreneurFour phases of business Connect with TJ Kosen:https://capitalgainstaxsolutions.com/underground-re-business-secrets-with-tj-kosen/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 194How To Program A Bitcoin With Jimmy Song
A Bitcoin Core Contributor and former VP of Engineering for Armory. He caught the Bitcoin bug back in 2011 and started contributing to Bitcoin open source projects in 2013. He’s a contributor to CoinDesk and has a popular Bitcoin blog. He’s been teaching blockchain to engineers for over 3 years. Jimmy graduated from the University of Michigan with a Bachelor of Science in Mathematics.In our conversation, we discussed:Where the assets go in 6 to 12 months with BitcoinAltcoin versus the decentralized aspect of BitcoinThe future cause for BitcoinInvesting real estate in BitcoinConnect with Jimmy Song:https://capitalgainstaxsolutions.com/how-to-program-a-bitcoin-with-jimmy-song/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 193Jorney to Multifamily Investing & eXp Commerical with Kevin Breckenridge
Kevin S. Breckenridge is a Commercial Real Estate Broker and Investor with over 11 years of real estate industry experience. His primary professional mission is to help investors create, grow and preserve wealth through multifamily real estate investing. A thought leader in the multifamily space. He is also the creator of The Multifamily Investors Collective, a community of like-minded investors investing in multifamily real estate.Kevin is passionate about real estate and you can often find him studying the real estate game, speaking, teaching, educating, coaching, and mentoring other real estate pros and investors. As an Associate Broker and Multifamily Real Estate Investment Advisor with eXp Commercial, Kevin provides diverse expert representation to multifamily asset owners and helps to advise them as they make investment decisions. He also owns a private equity firm that sources and acquires direct investment opportunities for passive multifamily investors.In our conversation, we discussed:Building relationships with sellersMentoring and Coachinghow to become successful in Exp CommercialConnect with Kevin Breckenridge:https://capitalgainstaxsolutions.com/journey-to-multifamily-investing-exp-commerical-with-kevin-breckenridge/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 192Deferred Sales Trust Made Simple with Jake Mellor
Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He's a business partner of mine, and he has a wealth of knowledge. He's had the great state of Utah, he trained CPAs. He's got an MBA, MACC, and is a certified financial planner.Jake has a well-rounded business, he has a menu of services. He started out having a wealth management firm, a tax firm, and two insurance agencies. He has been instrumental in coaching, teaching mentoring, accounting firms across the country, financial advisors across the country, and partner a lot with real estate professionals. A two-time president of the local chapter of NAIFA. Now since then, he has grown and been able to work very professionally with other professionals.In our conversation, we discussed:How Deferred Sales Trust helps people?What are the strategies for selling highly appreciated assets?How to grow business with DST?Connect with Jake Mellor:https://capitalgainstaxsolutions.com/deferred-sales-trust-made-simple-with-jake-mellor/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 191Unconventional Real Estate Funding Strategies with Sarry Ibrahim
Sarry Ibrahim founded Financial Asset Protection after learning about the Infinite Banking Concept (also known as the Bank On Yourself Concept). He saw this as an opportunity to save retirement accounts, real estate properties, and businesses from market failures and other risks. Sarry believes the number 1 rule to your money is to make sure it lives somewhere safe and accessible. As Sarry states when working with clients “it is never an either/or situation, it is a both/and situation. We want you to integrate the solutions we recommend alongside your business and real estate portfolio to have a double-compounding effect on your money.”Sarry earned his MBA from Keller Graduate School of Management in Chicago, IL, and has consulted companies like Blue Cross Blue Shield, Allstate Insurance, Humana, and Cigna Healthspring. Sarry lives in Chicago with his wife Dina who is an oncology nurse.In our conversation, we discussed:Unconventional real estate funding strategiesWhat are the restrictions on borrowing money?How to overcome the false belief in an insurance policyConnect with Sarry Ibrahim:https://capitalgainstaxsolutions.com/unconventional-real-estate-funding-strategies-with-sarry-ibrahim/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 190How to Build a Multi-million Dollar Real Estate Business with Nick Perry
Nick Perry does single-family wholesale and fix and flip. We are fortunate we get a ton of leads all over the country so our deals are nationwide. He is based in Austin TX and always looking to create strategic profitable partnerships.Nick started working at the early age of 14 and has been working ever since. He was a personal trainer and trained a lot of wealthy individuals. has done well over, 1500, wholesale deals. Nick did 165 units, mobile home parks, and oil and gas, a bunch of other stuff in e-commerce. He is 32 right now and he’s on track to retire by 35.In our conversation, we discussed:Getting your first deal in Real Estate BusinessBuilding a high-quality teamUsing Digital Marketing Platform to get leadsConnect with Nick Perry:https://capitalgainstaxsolutions.com/how-to-build-a-multi-million-dollar-real-estate-business-with-nick-perry/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 198The Fundamental Issues of the Affordable Housing Crisis with Atticus LeBlanc
Atticus is the Founder of PadSplit. A seasoned entrepreneur with a deep understanding of housing, real estate, and construction, and he's always seeking ways to improve neighborhood schools or governments. For about 20 years, and has been in housing for the last 14 years, he started his career in commercial real estate, site collection acquisition for some major developers around the country and pivoted to residential construction and acquisition, rehab, renovations, and rentals. Starting in 2008, in the financial crisis of own and manage about 550, affordable rentals pretty much run the gamut across different affordable housing programs.In our conversation, we discussed:Basic economic fundamentals of supply and demandZoning, Build Trust and Accountability and EncourageMake affordable housing and increase supplyConnect with David Hardcastle:https://capitalgainstaxsolutions.com/the-fundamental-issues-of-the-affordable-housing-crisis-with-atticus-leblanc/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 189Tax Strategies Using Infinite Banking with Barry Brooksby
Barry has been involved in the financial and investment industry since 2001 and helped build a multi-million dollar real estate empire. The mix of real estate and financial planning experience has enabled him to see opportunities and business with more clarity and has enabled him to assist clients to increase their wealth and benefits while lowering their overall risk.He is the Founder & CEO of Focus Wealth Group, specializing in wealth & protection strategies, tax-free money planning, and guaranteed retirement income planning. He is the co-author of the book, Tax-Free Money for Long-Term Care!, and is known as a financial coach and mentor to clients nationwide. Barry speaks on topics such as real estate investing, tax-free retirement, guaranteed income planning, Infinite Banking, and how to take your business online and go virtual.In our conversation, we discussed:Infinite banking structure strategyFoundational background on infinite bankingGrow money for tax-freeCan I get the full million out on the borrow against it, or is there an LTV limit on the life insurance policy?Connect with Barry Brooksby:https://capitalgainstaxsolutions.com/tax-strategies-using-infinite-banking-with-barry-brooksby/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 188Luxury Newport Beach Real Estate with Pierce York
Pierce York started his first business "Signature Business Consulting" in the summer of 2013 with his father Keith York. He has also interned for San Diego Social Venture Partners, Promoted for Eventvibe.com, and became a brand partner with Nerium International. He received his degree at San Diego State University College of Business, in Business Management with an emphasis in entrepreneurship. He was a member of the Entrepreneurship Society at SDSU, which allowed him the opportunity to network and form relationships with many potential clients and receive advice from a highly successful entrepreneur's around the world. Pierce is a focused, hard-working, self-motivated, people person, who is driven to succeed. He is open to new ideas and experiences which allow him to see opportunities and capitalize on them.In our conversation, we discussed:Understanding the luxury real estate marketMarketing strategy to get maximum exposure to make a great dealCompetitive advantage on Deferred Sales TrustConnect with Pierce York:https://capitalgainstaxsolutions.com/luxury-newport-beach-real-estate-with-pierce-york/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 187Blockchain Based Infrastructure for Your Finances with Dan Edlebeck
As a connector of thought leaders and doers in the blockchain space, Dan Edlebeck builds diverse networks to achieve high-impact goals. With 10 years of experience in business development, marketing, and operations. He fosters strategic partnerships and grows virtual and in-person communities. Armed with technical knowledge and industry experience, he can speak to your dev team or your grandma about the value of your tech stack. Relentlessly entrepreneurial and optimistic, he leverages lean resources to drive impressive results. He has bee an ambitious vision to make the world a better place, harnessing the capabilities of cryptocurrencies and blockchain technology.In our conversation, we discussed:What is VPN and why is it needed?How does VPN apply to blockchain-based infrastructure for your finances?How does VPN protect from hacker resistance?Connect with Dan Edlebeck:https://capitalgainstaxsolutions.com/blockchain-based-infrastructure-for-your-finances-with-dan-edlebeck/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 186Defi Based Crypto Investments with Emily Stork
Emily Stork is a Co-Founder and CFO of Worth The Fight Fitness, also a Principal at Crypto Fun QuoinVault. She is passionate about corporate law, business, finance, entrepreneurship, and crypto, especially smart contracts and DeFi.In our conversation, we discussed:Understanding how to be a liquid provider of cryptocurrencyHow to obtain actual stable coins before earning a fee?What is the risk with the stable coin?Connect with Emily Stork:https://capitalgainstaxsolutions.com/defi-based-crypto-investments-with-emily-stork/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 185Finding Discounted Properties with Zack Boothe
Zack Boothe has done over 300 real estate deals and has generated millions of dollars for himself and for his friend's family and his students who learn how to do wholesales and all kinds of other things in real estate. In fact, he has an amazing company that we're going to learn about DFDMastery.comHe remembers what it was like when he first got started in real estate. He’d wake up every morning full of confidence and courage, ready to attack the day. He had a focused plan and he knew exactly how to find smoking hot real estate deals, and quickly turn those deals for huge profits. In our conversation, we discussed:Flip or wholesale it strategyWhat's the best exit strategy?Fundamentals of finding off-market propertiesConnect with Zack Boothe:https://capitalgainstaxsolutions.com/finding-discounted-properties-with-zack-boothe/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 184Cannabis Capital Gains Tax Deferral with Andrew Hunzicker
Andrew has a broad experience in providing executive leadership and business counsel to companies across industries, including retail manufacturing, energy, medical biotech, and he founded DOPE CFO and has built a national cannabis accounting, Bookkeeping, and Tax sharing program to help students in all 50 states unlock a new world of clients empowering them to start their own practice and create a stream of wealth for themselves in the newly developed cannabis CBD hemp industry. He was runner up for Portland Business Journal CFO of the Year in 2017, making him the first cannabis CFO to be ever nominated. He also served in Big Four, including Price Waterhouse Coopers as well as the winner in the 1985 Gold Medal Award for the highest score on the CPA exam.He worked as Contract CFO for 2 Oregon Angel Conference Winners and was an investor in two others and assisted a public company as Contract CFO to enter Oregon with a strategy of launching 20 labs in the Pacific Northwest.In our conversation, we discussed:Understanding the Cannabis IndustryHow to prepare Cannabis Business to avoid penalties.Capital Gains Tax Deferral on CannabisConnect with Andrew Hunzicker:https://capitalgainstaxsolutions.com/cannabis-capital-gains-tax-deferral-with-andrew-hunzicker/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter
Ep 183The Different Facets of Wealth Management with Michael Soroko & Zach Zenda
Michael grew up in Kinnelon, NJ. Mike attended Rider University in Lawrenceville, NJ where he was the Captain of the Cross Country and Track and Field Teams. After graduating from Rider University with his Bachelor’s in Finance and M.B.A. in Entrepreneurship, Mike entered the Financial Services Industry in 2013. Mike is one of the founding partners of Emeritus Wealth and holds his Life, Health, Series 6, Series 63, and Series 65 Licenses. He obtained his "Certified Family Business Specialist “designation (CFBS) through the American College in Philadelphia in 2015.Zach was born and raised in South Brunswick, NJ. Zach attended Rutgers University in New Brunswick, NJ where he was a member of the Men’s Lacrosse Team. He graduated with his Bachelor’s Degree in 2012 and began his career in the Financial Services Industry. Zach has been a registered representative of MML Investors Services, LLC. since 2013, and is one of the founding partners of Emeritus Wealth. Zach holds his Life, Health, Series 7, and Series 66 licenses, and he obtained his "Certified Family Business Specialist” designation (CFBS) through the American College in Philadelphia in the summer of 2015.In our conversation, we discussed:Creating different facets to make finances strong and stable.Real Estate versus Liquid Security InvestmentsBiggest Frustration on the 1031 Exchange and Capital Gains Tax Deferral OptionsConnect with Michael Soroko & Zach Zenda:https://capitalgainstaxsolutions.com/the-different-facets-of-wealth-management-with-michael-soroko-zach-zenda/Love the show? Subscribe, rate, review, and share!Here’s How »Join the Capital Gains Tax Solutions Community today:capitalgainstaxsolutions.comCapital Gains Tax Solutions FacebookCapital Gains Tax Solutions Twitter