On Measuring and Monitoring Financial Assets and Value in Life with Noah Rosenfarb
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
Noah Rosenfarb is a 3rd generation CPA that helps high-net-worth entrepreneurs find legal ways to avoid taxes and increase cash flow, sell their companies successfully, manage their wealth, and create predictable passive income. He is a personal financial advisor for a dozen families with a net worth of over $20 million through his family office.
He has over 20 years of personal experience investing in real estate, and has built a portfolio of 3,500+ apartment units and 500,000 sq ft of office buildings and retail shopping centers.
In our conversation, we discussed:
- What is the proper way to due diligence?
- Conservation Easements Strategy
- Red face test
- Getting an independent third party tax opinion
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