On Measuring and Monitoring Financial Assets and Value in Life with Noah Rosenfarb

Capital Gains Tax Solutions Podcast

תוכן מסופק על ידי Brett Swarts. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Brett Swarts או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

2+ y ago 34:57

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Noah Rosenfarb is a 3rd generation CPA that helps high-net-worth entrepreneurs find legal ways to avoid taxes and increase cash flow, sell their companies successfully, manage their wealth, and create predictable passive income. He is a personal financial advisor for a dozen families with a net worth of over $20 million through his family office.

He has over 20 years of personal experience investing in real estate, and has built a portfolio of 3,500+ apartment units and 500,000 sq ft of office buildings and retail shopping centers.

In our conversation, we discussed:

What is the proper way to due diligence?
Conservation Easements Strategy
Red face test
Getting an independent third party tax opinion

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#Trading #Careers #Business #Brett Swarts #Entrepreneur #Capital Gains