The Power of Private Markets | 49 | Will Cho
October 4, 2021
Will Cho of Stepstone Conversus joins to discuss the "DNA" of private markets. Learn more about 91% of American businesses being privately owned.
”Tax Prep” is NOT ”TAX PLANNING” | Ep. 48 | Jaime Redfern
September 28, 2021
Are business owners misled to think tax preparation is tax planning? And why is tax planning important in a wealth plan? Jaime Redfern of Legacy Integrated joins to discuss some phenomenal insight around this topic.
Tax Free Wealth Strategies! | Ep. 47 | Justin Martin
September 7, 2021
Justin Martin of the newly established Legacy Insurance discusses importance facets of tax-free wealth strategies within life insurance!
“Wait?! You Can Invest Alongside Institutions?…In Real Estate?” | Ep. 46. | DJ Van Keuren
August 30, 2021
Real-estate family office investment manager DJ Van Keuren discusses the advantages in partnering with institutions. Hear what is included on these type of deals and what to consider when looking at including real-estate in your portfolio!
Mythbusting California Rumors | Ep. 45 | Erik Hayden
August 23, 2021
True? Believable? Hear-say? What headlines about the state of California should we take seriously at the moment and what is actually happening in the largest Western state. Erik Hayden of Urban Catalyst joins the show to discuss some of the opinionated Californian rumors circulating right now.
An Investing Strategy When Dealing With A Capital Gain | Ep. 44 | Erik Hayden
August 18, 2021
Real-estate gains? Sold a business? Cashing out on Crypto? Erik Hayden of Urban Catalyst joins the show to discuss the QOZ tax strategy when experiencing capital gains. Erik brings years of urban real-estate development experience to show and also sheds some light on positive impacts from COVID!
Strategies For Capital Gains, Ideas Outside A 1031 Exchange | Ep. 43 | Nick Padula
August 9, 2021
Nick Padula of US Energy drops valuable information about Qualified Opportunity Zones (QOZs) and discusses one strategy investors can use to deal with capital gains. Plus!.....some bonus info around the oil/gas in today's political environment!
Family Legacy and Tax Roundtable | Ep. 42 | Acen Hansen & Jaime Redfern
August 2, 2021
More on the Family Office Experience in Miami! Legacy Wealth's Acen Hansen comes back to discuss leaving a legacy with family wealth and Legacy Integrated's Jaime Redfern shares more tax planning insight.
Why Aren’t More Investors Incorporating This? Family Office Principles | Ep. 41 | Jaime Redfern
July 26, 2021
Family office events in Miami and new developments for the integrated team! Jaime Redfern of Legacy Integrated joins to discuss her family office experience in Miami and tax planning.
Investment Fire Drills & In-House Tax Planning Perspective | Ep. 40 | Benjamin Schamber
July 19, 2021
Benjamin Schamber of Legacy joins the show to discuss recent in-house happening including "fire-drills" and tax planning.
