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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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