Episode 014 How you can make money with real estate, Featuring Aaron Norris, VP of The Norris Group – Alpha Tax with Matt Chancey Aaron is VP of The Norris Group which provides hard money to real estate investors in Florida and California. TNG also helps investors accomplish complex 1031 exchanges into new built-to-rent (B2R) inventory in Florida. Aaron served as VP of Market Insights for PropertyRadar for almost two years teaching investor, Realtors, mortgage professionals ans service providers...
Jun 01, 2022•58 min•Season 1Ep. 14
Episode 013 The role taxes play in your business, Featuring Jared Johnson, Attorney-CPA – Alpha Tax with Matt Chancey As an attorney-CPA, Jared Johnson provides tax representation and guidance on complex tax laws and disputes, corporate transactions, reporting, asset protection and cross-border issues. He regularly assists in compliance with Internal Revenue Code as well as the Employee Retirement Income Security Act of 1974 (ERISA). Jared works alongside high-net-worth business owners throughou...
May 25, 2022•1 hr 11 min•Season 1Ep. 13
Episode 012 The ins and outs of insurance coverage, Featuring Peter Conte, Honig Conte Porrino insurance Agency Inc., Insurance Broker – Alpha Tax with Matt Chancey Peter Conte’s experience in finance and real estate has been a great asset while helping clients put together insurance programs that make sense. He is a graduate of American University with a Bachelor of Science in Business Administration, Specializing in Finance and Marketing, and an economics minor. Peter also obtained his Masters...
May 18, 2022•49 min•Season 1Ep. 12
Episode 011 In the business to Exit Rich, Featuring Michelle Seiler Tucker, Exit Rich, Author and Business Broker – Alpha Tax with Matt Chancey Michelle Seiler Tucker is in the business to exit. For 20 years, Michelle has been investing and selling companies and is a leading authority on buying, selling, fixing, and growing businesses. She is a business broker selling large businesses, typically in the $10 million range. Michelle is also the bestselling co-author of Exit Rich, a must have guide ...
May 11, 2022•36 min•Season 1Ep. 11
Episode 010 A legal expert explains the complexities of immigration law. Featuring Camilo Espinosa, Co-founder Loigica, Immigration and Business Law – Alpha Tax with Matt Chancey Camilo Espinosa is the Co-founder of Loigica, a boutique immigration and business legal firm located in Miami with satellite teams in Colombia and Spain. Immigration law is complex, with family, employment, and investment as common categories for people to immigrate to the US. Camilo knows every way people think they ca...
May 04, 2022•50 min•Season 1Ep. 10
Episode 009 Bridging the gap for understanding legal issues and serving exciting tech entrepreneurs. Featuring Mark Epstein, Outsourced General Counsel – Alpha Tax with Matt Chancey Outsourced General Counsel is a service that Mark Epstein offers to startup and scaling to grow companies. Mark can leave you laughing when he speaks about his early days as a lawyer, wheeling in a huge computer into the courtroom and firing off a modem to AOL just to show a judge what a website looks like. Mark enjo...
Apr 27, 2022•43 min•Season 1Ep. 9
Episode 008 The satisfaction of investing in middle-market businesses. Featuring Victor Bloede, Co-founder & Managing Director, Transitus Capital – Alpha Tax with Matt Chancey Victor is the managing director at Transitus Capital, a middle-market investment banking group based in Dallas. He provides M&A advisory service to business owners in the sale or recapitalization of their company. Victor earned an MBA from the SMU Cox School of Business, a BS in Business Management from the Univers...
Apr 20, 2022•37 min•Season 1Ep. 8
Episode 07 Real estate for the niche, medical professional market. Featuring Kody Miller, CEO, Menlo Group Commercial Real Estate – Alpha Tax with Matt Chancey Kody Miller worked at Intel in the purchasing and later finance departments. As a side project, he did a lot of buys and flips on residential real estate. Kody wanted to leave the corporate world and put his skills into running a smaller business. He found his perfect match by joining Melo Group Commercial Real Estate as CEO. Kody leads t...
Apr 13, 2022•36 min•Season 1Ep. 7
Episode 06 Helping clients get on a path for future growth. Featuring David Braun, Founder and CEO, Capstone Strategic – Alpha Tax with Matt Chancey David Braun is the founder and CEO of Capstone Strategic, a leading M&A strategic consulting firm that has successfully facilitated over $1 billion of client transactions in over 30 countries across over 100 industries. Based in the Washington, DC, Capstone Strategic has been meeting the unique demands of mid-market companies and their corporate...
Apr 06, 2022•33 min•Season 1Ep. 6
Episode 05 An M & A strategist speaks on real due diligence. Featuring Jonathan Wilson, Dubb Value Creation – Alpha Tax with Matt Chancey Jonathan Wilson, M & A, strategy and operations specialist, creates organic and inorganic value creation for start-up, Fintech, and more traditional organizations. He currently runs his own M&A and strategy consulting firm, Dubb Value Creation, based in Los Angeles. Prior to starting his company, Jonathan spent most of his career working with Fortu...
Mar 30, 2022•40 min•Season 1Ep. 5
Episode 04 Being charitable - raising more money with other people’s money. Featuring Randy Fox, Partner, Two Hawks Consulting – Alpha Tax with Matt Chancey There are very few people who really understand or have the depth of knowledge to handle wealth transfer of high-end estates. Randy Fox is a Certified Financial Planner and Credited Estate Planner is one of the nation’s leading experts on advanced estate planning and planned giving. He is a partner at Two Hawks Consulting and founded the Ten...
Mar 23, 2022•42 min•Season 1Ep. 4
Episode 03 Sharing 30 years of insights as a due diligence professional, with L Burke Files, Knowledge Specialist, International Finance and Due Diligence – Alpha Tax with Matt Chancey Private party due diligence exists, but the average person may not know that it exists. People think that if they have an accountant and a lawyer, it’s enough, but it’s not. L. Burke Files is an international business professional focused on due diligence, financial investigations, and supporting owners growing th...
Mar 16, 2022•51 min•Season 1Ep. 3
Episode 02 A deliberate and calculated international growth strategy, with Mark Dohnalek, President and CEO, Pivot International – Alpha Tax with Matt Chancey Mark Dohnalek is President and CEO of Pivot International, a collaborative product design, development, and manufacturing firm. The US based company has 17 offices across three continents. Mark has led the company’s growth and strategic acquisitions to expand their innovative capabilities and global offerings in manufacturing, engineering,...
Mar 09, 2022•26 min•Season 1Ep. 2
Episode 01 How an attorney and CPA look at the same situation through a different lens, with Roman Basi, President at the Center for Financial, Legal and Tax Planning – Alpha Tax with Matt Chancey Welcome to the premier episode of Alpha Tax with Matt Chancey, an expert who works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. The first guest is Roman Basi, President at the Center for Financial, Legal and Tax Planning, based in Illinois a...
Mar 02, 2022•47 min•Season 1Ep. 1
Welcome to the Tax-Alpha Solutions podcast, helping investors turn tax savings into wealth, hosted by Matt Chancey. Matt is a tax-shelter consultant, author & regular contributor for most of the largest media outlets including Forbes, CNBC, Barrons, the Wall Street Journal and Investment News, to name a few. On the show, Matt brings together experts to share with you their experience and success along with strategies of the 1%. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feb 16, 2022•1 min
