181. Building Wealth and Reducing Tax Burdens feat. Brett Swarts

An update on what's coming up in 2025. How to invest in the Trump economy (webinar): https://streamyard.com/watch/vgmee4YE2rAU Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/

Mark Kohler and Ben Fraser discuss tax strategies, asset protection, and the political landscape's impact on small businesses. They also touch on efficient business structures like the S corporation, the importance of revocable living trusts in estate planning, and the power of Roth IRAs for building tax-free wealth. Mark is the founder and board member at Direct IRA and Senior Partner at KKOS Lawyers. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠⁠https://aspenfunds.us/⁠⁠⁠ Check out our latest offering in industrial real estate: ⁠⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠⁠ Explore our Private Credit fund: ⁠⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠⁠ Get in touch: ⁠⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠⁠ Download our FREE 2024 Economic Forecast: ⁠⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠⁠ Follow Aspen Funds LinkedIn: ⁠⁠⁠https://www.linkedin.com/company/aspen-funds/⁠⁠⁠ ⁠⁠ Instagram: ⁠⁠⁠https://www.instagram.com/aspenfunds/⁠⁠⁠ Facebook: ⁠⁠⁠https://www.facebook.com/aspenfunds/⁠⁠⁠ Connect with Ben Fraser ⁠⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠⁠ Connect with Mark Kohler https://www.linkedin.com/in/markjkohler/

Steven Pesavento, Principal at Von Finch Capital, shares his journey in real estate, emphasizing mindset, financial strategy, and self-investment. We explore current market opportunities in multifamily real estate and private credit amidst economic shifts. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠ Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠ Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠ Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠ Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠ Follow Aspen Funds LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠⁠ ⁠⁠ Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠ Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠⁠ Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠ Connect with Steven Pesavento https://www.linkedin.com/in/stevenpesavento/

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 and Gas: ⁠https://aspenfunds.us/⁠ Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠ Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠ Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠ Facebook: ⁠https://www.facebook.com/aspenfunds/⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠ Connect with Brett Swarts https://www.linkedin.com/in/brett-swarts/

We discuss how Ownify's model allows first-time buyers to gradually purchase homes through fractional ownership, bypassing traditional mortgage hurdles. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/ Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/ Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/ ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/ Facebook: https://www.facebook.com/aspenfunds/ Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/ Connect with Frank Rohde https://www.linkedin.com/in/frankrohde/

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 Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: ⁠⁠https://aspenfunds.us/⁠⁠   Check out our latest offering in industrial real estate: ⁠⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠⁠   Explore our Private Credit fund: ⁠⁠https://aspenfunds.us/private-credit-fund/⁠⁠  Get in touch: ⁠⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠⁠  Download our FREE 2024 Economic Forecast: ⁠⁠https://www.investwithaspen.com/free-economic-report⁠⁠ Follow Aspen Funds LinkedIn: ⁠⁠https://www.linkedin.com/company/aspen-funds/⁠ ⁠ ⁠⁠ Instagram: ⁠⁠https://www.instagram.com/aspenfunds/⁠⁠  Facebook: ⁠⁠https://www.facebook.com/aspenfunds/⁠ ⁠ Connect with Ben Fraser ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠  Connect with Mark Miller https://www.linkedin.com/in/ryancarriere/

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 Credit, Industrial Real Estate, and Oil and Gas: ⁠https://aspenfunds.us/⁠   Check out our latest offering in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠   Explore our Private Credit fund: ⁠https://aspenfunds.us/private-credit-fund/⁠  Get in touch: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠  Download our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/ ⁠ ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠  Facebook: ⁠https://www.facebook.com/aspenfunds/ ⁠ Connect with Ben Fraser ⁠https://www.linkedin.com/in/benwfraser/⁠  Connect with Mark Miller ⁠https://www.linkedin.com/in/markmiller-hiltonfo/⁠

We discuss why you should strongly consider self-insuring your business by leveraging the often-overlooked 831(b) tax code. Van Carlson, a risk management expert with 30 years of experience and Founder of SRA 831(b) Admin. This podcast is sponsored by Aspen Funds. Alternative investments in Private Credit, Industrial Real Estate, and Oil and Gas: https://aspenfunds.us/   Check out our latest offering in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a   Explore our Private Credit fund: https://aspenfunds.us/private-credit-fund/  Get in touch: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-  Download our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/  ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/  Facebook: https://www.facebook.com/aspenfunds/  Connect with Ben Fraser https://www.linkedin.com/in/benwfraser/  Connect with Van Carlson https://www.linkedin.com/in/vancarlson/

Schedule a call with us: ⁠https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative-⁠ Paul Svensen, CEO and Founder of UberJets, a platform designed to democratize private aviation access, explains how Uber Jets leverages advanced technology and empty-leg flights to offer a pay-as-you-fly model. This approach makes private jets more accessible to a wider audience. Paul discusses the business model, the benefits for aircraft owners, and how the platform is challenging traditional fractional ownership models. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: ⁠https://aspenfunds.us/⁠ Explore our latest investment opportunity in industrial real estate: ⁠https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a⁠  Explore our latest investment opportunity in Private Credit: ⁠https://aspenfunds.us/private-credit-fund/⁠ ⁠⁠Get our FREE 2024 Economic Forecast: ⁠https://www.investwithaspen.com/free-economic-report⁠ Follow Aspen Funds LinkedIn: ⁠https://www.linkedin.com/company/aspen-funds/⁠  ⁠⁠ Instagram: ⁠https://www.instagram.com/aspenfunds/⁠  Facebook: ⁠https://www.facebook.com/aspenfunds/⁠  Connect with Ben Fraser on LinkedIn ⁠⁠https://www.linkedin.com/in/benwfraser/⁠⁠

Schedule a call with us: https://meetings.hubspot.com/mike-sullivant/ilab-speak-to-aspen-representative- Joey Mure, Co-Founder of Wealth Without Wall Street, discusses his journey from the corporate world to achieving financial freedom through passive income. He shares insights on the limitations of traditional investment strategies like 401(k)s and the benefits of creating cash flow through alternative investments. This podcast is sponsored by Aspen Funds, focusing on Private Credit, Industrial Real Estate, and Oil and Gas offerings for accredited investors: https://aspenfunds.us/ Explore our latest investment opportunity in industrial real estate: https://app.junipersquare.com/i/aspenfunds/offering/1bdbcf6a-da16-4e65-a675-31909415300a  Explore our latest investment opportunity in Private Credit: https://aspenfunds.us/private-credit-fund/ Get our FREE 2024 Economic Forecast: https://www.investwithaspen.com/free-economic-report Follow Aspen Funds LinkedIn: https://www.linkedin.com/company/aspen-funds/  ⁠⁠ Instagram: https://www.instagram.com/aspenfunds/  Facebook: https://www.facebook.com/aspenfunds/  Connect with Ben Fraser on LinkedIn ⁠https://www.linkedin.com/in/benwfraser/⁠Connect with Joey Mure on LinkedIn https://www.linkedin.com/in/joey-mure-b376824/⁠