We’re shifting a little from capital gains tax to private investment funds. This is where Green Berets veteran Edwin D. Epperson III comes in. Edwin manages a portfolio and helps lead a group called the Deployed Capital Group, whose main goal is to provide fast funding through private investment. In this episode, Edwin discusses private investment funds and average returns. He talks about collateral control and protection and explains his reasons for believing in becoming the bank. He also goes through the process where someone does not fulfill their end of a loan and stresses the importance of underwriting guidelines. Going further, Edwin then shares the tax advantages for investing with self-directed IRA and offers some tips for anyone who wants to get into the lending business.

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I am so excited about our guest in this episode! You might know him from a little TV series called SHARK TANK, where he was one of the original SHARKS. He now has a new book coming out and we can’t wait to grab it off the shelves.  

In this episode, Kevin opens up about how he got to where he is today with the help of his mentors and now he feels it right that he gives back and becomes a Mentor to young aspiring entrepreneurs. He also talks about his challenge with capital gains tax on the sale of highly appreciated public stock. He bought some stock at 24 cents a share and now it’s worth over $20 per share. Watch as Brett Swarts walks him through how the deferred sales trust can save him hundreds of thousands to millions of dollars in capital gains tax. 

More about Kevin Harrington. He was the president of National Media and oversaw the launch of several successful infomercials himself. After leaving National Media in 1994, he formed a “joint venture company with The Home Shopping Network” and “co-founded HSN Direct International Inc. and served as its Chief Executive Officer (CEO) and President” between 1994 and 1998. In 2002, he became the President of Harrington Business Development Inc. and the Chairman of On TV, Inc. That same year, he became the Vice Chairman and Director of Thane International Inc. and the Director of Reliant International Inc., leaving both positions in 2003. In 2004, Harrington became the Chairman of Reliant Interactive Media Corp. and the CEO of ResponzeTV America, LLC.

Harrington was the Director of Infusion Brands International, Inc. from 2006 to 2008. In 2007, he became the Chief Executive Officer of ResponzeTV Plc and the Executive Director of ResponzeTV Plc, leaving both positions in 2008. Harrington was one of the original panel members and investors (“Sharks”) on the ABC TV series Shark Tank from its inception in 2009. He left in 2011 after two seasons of the show.

Harrington published his book, Act Now: How I Turn Ideas into Million-Dollar Products in 2009. He now has a New book on the way, it is called  “Mentor to Millions”.

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Sean Pan is a Real Estate Investor and the Host of the Everything Real Estate Investing Show. In this episode, Sean joins Brett Swarts to share his story of becoming a real estate investor. After graduating from UCLA and then working full-time as an engineer, Sean knew that he didn’t want to be an engineer all his life and wanted to create his own legacy. Sean talks about pulling the trigger on his first property and why he decided that it was finally the right time to invest. Sean and Brett dive into getting into fix and flips, Sean’s first and best flip, and how the Deferred Sales Trust could have helped Sean with the deal.

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A lot of people think that building wealth takes an insane amount of talent and amazing background. The President and CEO of Praxis Capital, Inc., Brian Burke, joins this episode to prove that wrong. He shares his origins along with the perception and mindset that he used in order to build his wealth and turn his life around. Learn about the tactical methods he uses in order to offset capital gains tax in great detail. Understand why it’s necessary to focus on your own niche while being flexible at the same time. Brian also emphasizes the importance of variety when you invest. He discusses easy and practical strategies for you to diversify your risk as a way to not only create but also preserve more wealth, both for yourself and your partners.

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Many apartment owners struggle with finding ways to add value to multifamily deals. In this episode, Jerome Myers, Founder of The Myers Development Group, LLC, joins Brett Swarts as they talk about overcoming stagnation and building wealth through passive real estate in the multifamily space. Get to know Jerome’s journey from being in Corporate America to first getting into multifamily and some of his experiences dealing with apartment complexes. Jerome and Brett dive into opportunity zones to defer capital gains taxes and why Jerome prefers these over the 1031. Learn how Jerome tries to bring in people to expose them more to the space he’s at and help them build their own wealth.

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Cost segregation is the method of reclassifying components and improvements of a real property to personal property. In this episode, Boomer Philbrick, National Account Executive at Cost Segregation Services, Inc., joins Brett as they discuss ways to reduce tax liability and generate cash flow through cost segregation. Boomer dives into the engineering-based method they used in over 22,000 studies in all 50 states and why it’s completely bulletproof. Lastly, learn the requirements for becoming a real estate professional and its benefits for you and your family.

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Closing distressed debt and not having a clear way to defer capital gains tax can be frustrating. Hear from Scott Carson as he shares one of the most overlooked parts of buying debt at a discount so you don’t get caught paying huge capital gains tax.

There are times when simply working hard doesn’t cut it. You need to start working smart as well. Invest in smart ways by thinking outside the box and leveraging your finances carefully. Dan Handford, a Managing Partner at PassiveInvesting.com, joins this episode to share their methods and strategies in investing and making sure their investors are happy. He talks about the technicalities you need to look out for when doing a 1031 exchange, and points out the people you need to be approaching to help you through the process. Learn how to get correct and effective knowledge in the industry to ensure you make the decisions that will give you success, and cement your future.

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Have you ever wondered how the wealthy manage to keep getting wealthier by the day? It’s all because of a banking system that they’ve discovered long ago that’s hidden in plain sight, so to speak. The Founder of The Money School, and America’s number one Money Mentor, Chris Naugle, joins this episode to share and educate people about the perfect banking system which utilizes the insurance companies that everyone’s familiar with. He goes into the details of the processes step by step, while explaining how this system works to your advantage. Chris uses his own experience as a guarantee for this method and extends his expertise in helping you understand the alternatives you have in investing in a wealthy future.

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Jim Beach is a corporate speaker, leadership expert, best selling author, and award-winning radio host of the station School For Startups. In this episode, Jim dives into how he helps people become entrepreneurs and how you can grow your business. Learn Jim’s criteria to start a new business and the podcast infrastructure space with Pod24. Brett and Jim talk about diversification and the different income streams you can leverage for your family. Lastly, Jim shares the importance of rethinking how you start your business and figure out a way that reduces risk.

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