Capital Gains Tax Solutions Podcast

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Mark Kennedy is a financial advisor, he is a specialist when helps in helping you create a blueprint that will help you grow your wealth and create and preserve more wealth in retirement. He is also the founder and president of Kennedy Wealth Management LLC, a Calabasas, California-based Registered Investment Advisor founded in 2008.  Mark Kennedy is in the financial services business in some...

Susan Trujilo is a senior escrow officer at Orange Coast Title in Northern California. She started her career in the late 90s. She has exclusive training in escrow specifically in Northern California. The escrow officer is the liaison between the title department or title officers to help streamline transactions. She truly enjoys her career because she gets to meet different clients, buyers and se...

David Sloan is a multifamily syndicator and specialist and he's focused on value add multifamily throughout the United States. He's a seasoned attorney with tremendous hands-on experience in real estate. And he formerly worked with the General Counsel of Sunstone Hotel investments, which is a publicly traded read. And that role, he managed all legal functions, including securities, manners, and re...

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Damon Burton helps companies grow and show up higher on Google for words that they can monetize. His clients and businesses have been featured on Shark Tank and recognized by Inc. I think seek magazine as well as a consultant for Dollar Shave Club and Dan Locke. This online marketing expert has beat billion-dollar companies at their own game and has proven strategies to grow your business. He has...

Michael Lynch is the award-winning financial planner and the author of Keep it simple, Make it Big. He is a Certified Financial Planner with nearly twenty years of experience working with American families to craft plans that fund their dreams, educate their children, and finance their retirement. Michael Lynch has been doing financial planning with businesses and business owners, professionals, a...

David Young is located in Southern California, and he is the founder and chief executive officer of Anfield Capital Management LLC . With over 30 years of investment experience, he has worked with many of the largest and most sophisticated institutional and private investors in the investment strategy with an investment strategy, portfolio management, and asset allocation. At the end of 2008, he r...

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Tyler McBroom has a passion for helping you to gain more cash flow and grow. He's a CPA and he wants you to know where your money is going to pay less in tax and become financially free . Tyler McBroom is managing a partner at measure results CPAs. And it's a firm he runs with his dad and his dad started his first firm when he was three months old. And then now this is their second firm, and they...

Ricardo Matos was born and raised on the island of Puerto Rico and to an entrepreneur father working in the furniture wholesale business. He was destined for greatness as a child at a young age, he learned the importance of establishing a foundation of success. Successful business in the tools and attitude necessary to help any business succeed is entrepreneur spirit was passed down from generatio...

Sean Pan is a hard money lender, real estate investor, based in San Francisco Bay Area, and invests in single-family renovations as well as out-of-state investments in Jacksonville, Florida. He is the host of the Everything Real Estate Investing Show where he knew US top investors and professionals, agents, architects, contractors, and inspectors to shed light on what they do, and how to help inve...

Todd Miller i s originally from Hollywood and he took Hollywood over to Asia. And then he decided to make a shift. And this shift is focused on helping people create and preserve their wealth through investment, real estate. And he is on a mission to enrich people's lives by trading financial insecurity for financial security and perhaps even doing it through virtual ways. Todd Miller is a Hollywo...

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Micah Logan is a dynamic entrepreneur, business owner, and visionary who's built a diversified profitable health and fitness enterprise. From humble beginnings, he has nurtured a multi-service, multi-location, award-winning business. Boston's A-list top five in personal training with a value proposition focused on high-quality client service. He's also a trusted consultant to small business owners...

Mark Stubler is a real estate Pro, and he is on a mission to help the average Joe or Jill find a turnkey real estate investing business that can help you grow wealth very fast. In fact, he is the founder of Joe Homebuyer Franchise. In a short amount of time, he built the Joe Homebuyer franchise model into a multi-million-dollar company through franchising. He provides the blueprint for his operati...

Marian Esanu is a self-made millionaire. He used his unique ability to generate sales, multiply profits and build automated systems that help entrepreneurs create sales on autopilot. He is originally from Romania. He came to the United States at the age of 21 with no money and no connections and not a word of English language on his lips. He worked different jobs until he started his first busines...

Dmitriy Fomichenko is the founder and president of Sense Financial Services LLC, a boutique financial firm specializing in self-directed retirement accounts with checkbook control.     It all began when he was laid off as an Electromechanical Engineer. He was forced to look for options and ended up being recruited by a local financial services firm. About the same time, he started i...

Garrett Sutton is the founder of Corporate Direct, and he founded that in 1988 to assist entrepreneurs and investors in protecting their assets, maintaining their privacy, and advancing their financial goals. He is also a best-selling author and one of Robert Kiyosaki's Rich Dad advisors. Garrett Sutton grew up in San Francisco Bay area and went to the University of California at Berkeley, Hasting...

Bruce Wehner is the Lead Advisor of The Money  Advantage, where he designs and communicates individualized solutions that help clients increase cash flow and financial control. Bruce leans on his experience as an educator and varsity head coach, lifelong entrepreneur, and real estate investor. Rachel Marshall , on the other hand, is the Co-Founder, Chief Financial  Educator, and Content...

Ryan Kelly is a Practice Sales Consultant at Practice Exchange, LLC.  He is focused on optometry brokerage that sells dental & optometry practices nationwide.   It all started when Ryan’s dad was hinting at him if it’s something that he wants to do. Eventually, when he got into grad school and took his MBA, he then decided to take part in the company, Practice Exchange, LLC, since it...

Peter Conti – Capital Gains Tax Solutions Podcast with Brett Swarts  Episode 074 Creating Wealth in Commercial Lease Options with Peter Conti Peter Conti is an expert in commercial real estate and he co-authored the book, Commercial Real Estate Investing for Dummies. Because he didn’t feel that college was for him, he started out as a car mechanic 30 years ago. He educated himself in the worl...

Patrick Lilly – Capital Gains Tax Solutions Podcast with Brett Swarts  Episode 073 Best Practices in Building and Preserving Wealth with Patrick Lilly Patrick Lilly has a long track record as a New York City real estate broker. He leads a first-class team and enjoys being an educator, transformational life coach, speaker and world traveler. With his podcast, Real Estate Success Rocks, he help...

Matthew Chancey, CFP – Capital Gains Tax Solutions Podcast with Brett Swarts  Episode 072 Importance of Tax Planning with Matthew Chancey, CFP Matt Chancey, CFP, has spent the last 15 years in the financial services space helping clients solve big tax problems with advanced strategies around income and capital gains taxes. Matt shares his advice in his keynote presentations and has been featu...

Marty Hall, CRE Broker – Capital Gains Tax Solutions Podcast with Brett Swarts Episode 071 Learning About Deferred Sales Trust for the First Time as a CRE Broker, with Marty Hall Today I’m on the hot seat! I’m Brett Swarts, host of the Capital Gains Tax Solutions Podcast. My specialty is helping people, wealthy people keep their money working for them when selling their business, real estate or ot...