Taxes: The Chess Game for the Ultra Wealthy (Podcast Interview)


Delighted to share an interview I recently conducted on the Commercial Real Estate Shark Eye Podcast. Where I take a deep dive into:

  • My personal story, building my business in the early days on Long Island to developing my relationships in Manhattan.
  • Market trends I’ve witnessed and what I foresee
  • The impact of Global events
  • Tax mitigation strategies I’ve used to preserve client assets
  • The best practices to accumulate wealth
  • How I advise/educate real estate, legal, tax, and business professionals
  • The impact of Section 1031 Exchange on the economy

Updated: Mar 23, 2022

About the author
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State

you are in need of a tax mitigation specialist, particularly when you're facing a large capital gains tax and need a solution.