Capital Gains Tax Solutions Podcast

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He is one of the CO creators of the wealth with no regrets planning process that allows a process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom-tailored financial plan, income plan, tax plan, legacy plan, and legal plan. He is a registered investment advisor of a boom fish wealth Group LLC, where...

Four years ago he came to the realization that the traditional path of working a 9 to 5, being stuck in the rat race, and saving in a 401(k) until he was 65 was not the road to the wealth he wanted to follow. So after studying various asset classes, he came to realize the power of multifamily real estate for generation generating wealth. And since then, he's acquired 32 units and maybe a little bi...

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Alex Sanfilippo started his first business at the age of 12, selling used golf balls. From there he went on to a real estate investing and technology startup, which he sold two years later, for the past decade. He went into aerospace and worked way up from a part-time employee all the way to a senior executive in a large publicly traded organization. During his time in corporate America, he stayed...

Brandon White is an entrepreneur with two successful exits so far under his belt, he worked for two venture capital firms and marketing and at a $200 billion internet company and has been a CEO of venture-backed companies. He's been featured in Forbes Entrepreneur Magazine, Success Magazine, Fast Company. He took all this experience with him and he means teams his powerful mindset tunes his body a...

Curtis May is out of the great state of Philadelphia, and He is the Creator and owner of The Practical Wealth Advisors. And the host of The Practical Wealth Show Podcast, the primary focus of his financial planning firm is to help individuals and families become financially free by following the principles of wealth creation that have endured for centuries around the world. He is part of the Prosp...

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A Real Estate Broker Associate with Coldwell Banker Residential Brokerage in Huntington Beach, California, Jeb Smith offers his clients the benefits of his more than 15 years of experience in real estate and mortgage lending. He has handled many complex transactions for his clients, including short sales, bank-owned properties, and luxury residential properties. While he was at Re/Max, his previou...

Adam Abushagur specializes in the acquisition and disposition of single-tenant and multi-tenant industrial assets in the southwest market. His daily mission is to support clients but in engineering innovative advisory solutions designed to bridge their objective today's up today with their goals of the future whether involves industrial acquisition or disposition, complex sale-leaseback advisory s...

Dr. Axel Meierhoefer has a successful career in the Air Force as an Assistant Director of Operations. He founded a consulting company in 2005, the great recession brought some turmoil around 2009, and which kind of helped him transition into real estate. Where he now helps people create and preserve our wealth by buying one to four-unit complexes throughout the United States and other locations. I...

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 investi...

Brandon Burns is a Senior Vice President at Investors 1031 Exchange with a focus on sales and marketing for the company. Brandon is a very experienced commercial real estate executive who has served on the investment committees over several real estate capital firms throughout his career. He has been involved in over one billion dollars of real estate development and acquisitions and has helped ac...

David Young is the Founder and Chief Executive Officer of Anfield Capital Management, LLC. With over 30 years of investment experience, David has worked with many of the largest and most sophisticated institutional and private investors in investment strategy, portfolio management, and asset allocation.   At the end of 2008, he retired as Executive Vice President with Pacific Investment...

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Rebecca is a Dziedzic Partner and she is in the Lake Tahoe and Truckee area of California. She specializes in high-end homes, and all things real estate, and she invested in herself with her husband. She is a Professional real Estate Broker/Realtor specializing in the North Tahoe and Truckee luxury home market. She is an expert in working with investors and spec builders, also those wanting to bui...

Darryl A. Cavitt, Sr. is an entrepreneur with expertise in business development, capital raising, and tax consultancy for ultra-high net worth clients and accredited investors. He primarily oversees the capital raising efforts for GenEx Cap and has raised over 250M+ across industrial, manufacturing homes, and public-private partnerships for VA clinics. Mr. Cavitt held his Series 7 & 66 license...

Michael Episcope is a principal of Origin, co-chairs the Investment Committee, and oversees investor relations, marketing, and company operations. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He has closed over $2.3 billion of transactions and has raised or invested...

RC Peck is a Veteran and LP Master Practitioner and Certified Financial Planner. He founded Fearless Wealth over 22 years ago to train investors to avoid the crashes while fully participating and those long bull markets that can last for years to decades, all without drama. His specialty is training people who have tried everything to help them quickly get control back over their investments and w...

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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...

Trevor Ewen has a passion for helping people automate in the industry they're in particularly in commercial real estate. He is an experienced Software Engineer and Project Manager. He has overseen full-stack teams in clean energy insurance, finance, and media. Notable engagements include Morgan Stanley, HBO, Bloomberg, Honest Buildings and so much more. He has an MBA from London Business School an...

Michael Episcope is a principal of Origin, co-chairs the Investment Committee, and oversees investor relations, marketing, and company operations. Michael brings 25 years of investment and risk management experience to the company and believes that calculated risk-taking in inefficient markets is the key to building wealth. He frequently shares his knowledge with individual investors on Origin’s b...

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Dr. Nate Lambert is a real estate investor, a world traveler, 45 countries, and counting. He's a psychology Ph. D., the father of five boys, a philanthropist, and an international speaker. He flips roughly 20 houses annually and has over 50 rental properties, numbers that continue to grow every year, he has helped more than 180 people find the right real estate deals in 46 states. His goal is to a...