Jason Habeeb, Habeeb Real Estate

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 65 Learning your Tax Deferral Options with Jason Habeeb, Habeeb Real Estate

Jason Habeeb is the owner of Habeeb Real Estate. He is from San Francisco and has served the Greater Sacramento Area for the past 18 years.

Habeeb is not only a real estate agent, but he’s someone who’s focused on helping people with charitable causes, using tax strategies that become a win-win for everyone.

In our conversation, Habeeb shares:

The charitable remainder trust and how it saves a client’s money.

Pre-planning to save money on capital gains tax.

The inspiration from his mentor.

His power team–financial advisor, attorney and CPA.

The questions to ask your team to save on taxes.

Enjoy the show!

Connect with Habeeb:

Website: habeebrealestate.com

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

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– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 64 Preserving Wealth Thru Multifamily Investing with Gino Barbaro, Co-Founder Jake and Gino

Gino Barabo is co-founder of Jake and Gino, a multifamily real estate education company that offers coaching and training in real estate. Gino is an investor, business owner, author and entrepreneur. As an entrepreneur, he has grown his real estate portfolio to over 1,500 multifamily units.

Gino teaches a program based on the proprietary framework of Buy Right, Manage Right, and Finance Right. Honeybee is his latest book.

This conversation is packed with lessons and strategies. Get ready to take notes as Gino shares:

Cost segregation for capital gains tax deferral.

Stay in your investing lane but diversify.

Life coaching and developing your character.

Lessons learned, and dumb debt is not your friend.

Finding great strategies and book recommendations.

The Youth Academy.

Enjoy the show!

Connect with Gino:

Website: https://jakeandgino.com/honeybee

Book: The Honeybee

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

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Chris Larsen

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 62 Taking Your Wealth to The Next Level with Chris Larsen

Christopher Larsen is the Founder and Managing Partner of Next-Level Income. His mission is to help investors become financially independent through education and investment opportunities.

When Chris was just 21 years old and a student at Virginia Tech, he purchased a single-family house as an entry point into the real estate industry. He quickly figured out that multi-family is one of the best ways to create and preserve more wealth.

Chris and his team have raised over $12-million and has over $150-million of real estate acquisitions. He also invests in equities, oil, gas, and small business lending.

In our conversation Chris shares:

The multi-family space and passive income.

Follow what the rich invests in: real estate, precious metals, small businesses, oil and gas.

Market opportunities in the Southeast: multi-family space with minor renovations.

Setting up investment structures on the front end to prepare for various tax situations.

Be sure to check out Chris’s new book, available for free at his website.

Connect with Chris:

Website: nextlevelincome.com

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

Love the show? Subscribe, rate, review, and share!

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Join the Capital Gains Tax Solutions Community today:

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Chris Larsen

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 62 Taking Your Wealth to The Next Level with Chris Larsen

Christopher Larsen is the Founder and Managing Partner of Next-Level Income. His mission is to help investors become financially independent through education and investment opportunities.

When Chris was just 21 years old and a student at Virginia Tech, he purchased a single-family house as an entry point into the real estate industry. He quickly figured out that multi-family is one of the best ways to create and preserve more wealth.

Chris and his team have raised over $12-million and has over $150-million of real estate acquisitions. He also invests in equities, oil, gas, and small business lending.

In our conversation Chris shares:

The multi-family space and passive income.

Follow what the rich invests in: real estate, precious metals, small businesses, oil and gas.

Market opportunities in the Southeast: multi-family space with minor renovations.

Setting up investment structures on the front end to prepare for various tax situations.

Be sure to check out Chris’s new book, available for free at his website.

Connect with Chris:

Website: nextlevelincome.com

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

Love the show? Subscribe, rate, review, and share!

• Here’s How »

Join the Capital Gains Tax Solutions Community today:

• capitalgainstaxsolutions.com
• Capital Gains Tax Solutions Facebook
• Capital Gains Tax Solutions Twitter

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• Here’s How »

Join the Capital Gains Tax Solutions Community today:

• capitalgainstaxsolutions.com
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Allan Langer

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 61 Growing your Business by Maximizing your Sales Force Effectiveness with Allan Langer

Allan Langer helps companies and individuals turn their sales reps into high-performing, top producers by using a stress-free, human approach to selling. 

In his new book, Seven Secrets Center for Sales and Marketing, Allan teaches people how to use stories, emotion, and human connection to feel confident and increase customer trust. He also helps people create and clarify the message for their product or service.

In our conversation, Allan shares insights from his 30 years of sales experience including: 

Lead your pitch with the problem you solve.

Make it about the client, not your immediate pitch.

LinkedIn is the place for professionals.

Giving value in your content, including video.

Spend time with the right audience.

The practice of using a laser focused worksheet.

Pricing issues and packages.

Connect with Allan:

Website: Allanger.com

Book on Amazon: Seven Secrets Center for Sales and Marketing, Allan Langer

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

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Join the Capital Gains Tax Solutions Community today:

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Leka Devatha

– Capital Gains Tax Solutions Podcast with Brett Swarts

Episode 60 Flipping Homes in Real Estate Investing with Leka Devatha

Leka Devatha moved to the U.S. from India 13 years ago. She had a calling for being an entrepreneur. She did her research, quit her corporate job at Nordstrom in 2014, and started Rehabit Homes Inc. a company focused on residential redevelopment. After a string of successful flips, she earned her broker’s license in 2017 and became one of the top-producing real estate agents in her office. 

In our discussion, Leka gives great examples of how she looks at properties and maximizes their potential. She also shares:

·       The importance of networking and using Meet Ups.

·       Know and study the actual value of a property-the building’s foundation and construction.

·       Research the property and surrounding area for potential additions.

·       Profit margins.

·       Look at the future markets–senior living and self-storage.

·       Have confidence!

Enjoy the show!

Connect with Leka Devatha:

LinkedIn: Leka Devatha, Rehabit Homes Inc.

Connect with Brett Swarts

Website: https://capitalgainstaxsolutions.com

Love the show? Subscribe, rate, review, and share!

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Join the Capital Gains Tax Solutions Community today:

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