Capital Gains Tax Solutions Podcast

Brett Swarts
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13 snips
Nov 23, 2025 • 42min

Family Office Investing & Tax Strategies with Mark Miller

Mark Miller, seasoned financial expert and CEO of Hilton Wealth, shares valuable insights from his 40 years in managing family offices. He highlights the importance of transitioning to holistic legacy planning when reaching a net worth of $10–12 million. Mark delves into the need for safety in investments compared to retail focus and emphasizes building coordinated teams to avoid costly mistakes. He also discusses innovative tax strategies, the significance of diversified portfolios, and the staggering $84–100 trillion generational wealth transfer that requires careful stewardship.
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Jun 15, 2025 • 44min

Faith, Leadership, and Stewardship with Reggie Brooks

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May 21, 2025 • 38min

Wealth Preservation: Gold & Silver with Dana Samuelson

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Apr 14, 2025 • 36min

Navigating the Real Estate Maze with Frank Rohde

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Apr 10, 2025 • 36min

Using Blockchain to Upgrade the Auto Industry with Alex Rawitz

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Apr 6, 2025 • 35min

The Elevation Approach to Niche Property Investment with Ryan Smith

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Apr 2, 2025 • 32min

Navigating Real Estate's Highs and Lows with Todd Dexheimer

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Mar 29, 2025 • 31min

Insights from an Accounting Expert with Nate Jenson

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Mar 25, 2025 • 34min

Navigating Self-Storage Development and Deal Structuring with Ryan Gibson

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Mar 21, 2025 • 46min

DST Basics with Brett Swarts & Dan Palmer

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