Most Investors, real estate or business owners struggle with capital gains tax when they sell their assets. Brett Swarts is the President and CEO of 'Capital Gains Tax Solutions', and a CRE Real Estate Broker. His company uses a deferred sales trust to help them gain tax deferral, liquidity, diversification ((invest in stocks, bonds, and mutual funds) and freedom to buy investment real estate at their own timing, so they can create and preserve more wealth.
In today's episode, we discuss the somewhat complex issue of Capital Gains, and how you can take advantage of it whilst managing a property sale.
In this episode, you'll learn..
- Review of Capital Gains for Residential Real Estate
- Problems Capital Gains presents
- How to get around it (primary residence exclusion)
- What is a Deferred Sales Trust
- How does that relate to a 1031 exchange
Links and resources mentioned in this episode.
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Sara has spent 17 years in residential sales, with 11 years prior in commercial and multi-family. She serves the Woodward Corridor (Birmingham, Bloomfield & Royal Oak Michigan) outside of Detroit. In 2017, she and her part-time business manager sold 41 units for $23,280,000. A Buyer's Agent has now joined the team since 2018.
In today's episode, we discuss focusing on your existing network as an alternative to constant lead generation.
In this episode, you'll learn..
- Why I decided to stop spending money on advertising and focus all my efforts on working my sphere
- Staying true to ME & why "high touch" works for me
- How I organize my sphere
- Staying in my lane - learning to say "no" is freeing
- How do I work my tier 1 clients, tier 2 & tier 3 clients
- Annual themes
- Client door drops
- Client events
Links and resources mentioned in this episode.
- SaraLipnitz.com
- Max Broock Birmingham / Sara Lipnitz & Associates
- Instagram: SaraLipnitz Twitter @saralipnitz
- Facebook: https://www.facebook.com/SaraLipnitzHomes/
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MyOutDesk is the leading real estate virtual assistant provider in the US, with over 12 years’ experience, serving over 5,000+ agents, brokers & teams, including half of the RealTrends Top 10 teams. We’ve saved our clients over $55 million with our Real Estate ISAs, Administrative, Marketing Virtual Assistants and Transaction Coordinators last year alone. We’re also the most reviewed Virtual Assistant company online with 100+ verified 5-star reviews.
In today's episode, we discuss the roles of VA's within your business, and how to effectively find and retain them.
In this episode, you'll learn..
- Who is this good for?
- Why does it matter?
- What does that shift look like?
- How can VAs help in recruiting?
- How VAs can help in retaining your hires?
- Time frame and motivation for hiring.
Links and resources mentioned in this episode.
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A partner of the founding Compass Westport team and a Westport resident since 1964, Sheila moved to the area with her husband Todd and raised their three children in Westport. A graduate of Boston College and passionate about community service, Sheila has been an active member of the Junior League of Eastern Fairfield County, Westport Sunrise Rotary, Westport Emergency Medical Service, Westport Young Women's League, Near & Far Aid Society and was the co-founder of CLASP and Pegasus - Therapeutic Horseback Riding. When not house hunting for her clients, Sheila enjoys her four grandchildren and their life in and around beautiful Long Island Sound.
In today's episode, we interview the first in our series of Industry Legends, Sheila Keenan. Sheila has been in the business for 36 years, and we'll be discussing how she attained and maintained her success.
In this episode, you'll learn..
- How you got into the business
- What elements help you define your success
- How did you generate leads
- Community Involvement
- Broker Networking
Links and resources mentioned in this episode.
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