Videos

Learn from family offices that are 100% in alternatives and seeing steady returns.

This conversation with Brett Swarts explores the numerous benefits of DSTs, their role in deferring capital gains taxes beyond real estate transactions, and practical examples of people who have successfully applied this strategy. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil…

Now athletes and retail investors can join the game.

Explore the intersection of media rights and alternative asset allocations in sports.

Conversation with Andrew Eberhart of Wingspan Capital. We discuss the strategic focus on alternative investments, which many family offices are increasingly adopting. Andrew shares insights into aspects like private credit, real assets, and emerging investment themes intersecting Silicon Valley and the Department of Defense. This podcast is sponsored by Aspen…

You can actually use all your losses, even from multiple properties, to offset a big gain.

This could make a huge difference in your tax setup. Find out why correcting your tax approach today is crucial for future savings.

Conversation with Marques Colston of Champion Venture Partners. We discuss His insights on his 10-year NFL career and his transition into the business world as the owner-operator in the Arena Football League. Learn about recent trends shaping sports investment, including growing interest in women's sports such as the WNBA and…

Discover proactive strategies to reduce current taxes and aim for zero tax brackets with ethical plans that withstand IRS scrutiny.

Discover how aligning rental income with owner occupancy traits can benefit both investors and homeowners.

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. Frank Rohde, CEO explains the generational home buying challenges and the advantages that Ownify represents for buyers and investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit,…

It's not just about risk, it's about smart risk!

Ryan Carriere, co-host of the Tax Smart REI podcast and a Real Estate Tax Strategist at Hall CPA, explains the advantages and intricacies of real estate professional status and the short-term rental 'loophole,' highlighting strategies for both active and passive investors to optimize tax efficiency. This podcast is sponsored by…

Learn how to secure custom coverage for your unique business.

Learn why you need to invest in inflation-protected assets like real estate.

Reinsurance companies take on risks from existing insurers, enabling better regulation management and higher returns.

Low volatility stocks vs. high-risk growth stocks. Understand the long-term game and avoid costly mistakes.

Mark Miller, President and CEO of Hilton Tax and Wealth Advisors, shares insights on the wealth management strategies employed by the ultra-wealthy, including the famous Hilton family. He explains how these strategies can be now adopted by average investors. This podcast is sponsored by Aspen Funds. Alternative investments in Private…

From assessing damages to sharing risks, discover the steps involved in a claims process.

Van Carlson breaks down why understanding the true scope of your business risks is crucial.

UberJets, powered by Virtual Hangar, is revolutionizing the private aviation industry.

Van Carlson sheds light on the harsh realities and shares valuable insights for business owners.