Capstan Live Podcast

Capstan Tax Strategies
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The Capstan Tax Strategies team is known for cutting-edge industry insight, technical precision, and of course, our great personalities. ”Capstan Live” delivers more of the same - straight to you! We’ll take on hot topics, real estate trends, and legislative updates with a focus on sharing the timely, straightforward, actionable information that you and your clients need. If you own real estate or advise someone who does, tune in to ”Capstan Live.” Our strength, your tax savings - live!

  1. 10/16/2025

    Beyond the Spreadsheet with Anthony Graziano, CEO

    An industry legend joins us in studio this month. Anthony Graziano, CEO of Integra Realty Resources and longtime member of the prestigious Counselors of Real Estate is here to share his insights on the state of the market — and where opportunity lies.   We'll explore: Promising verticals for Q4 and beyond — manufacturing, multifamily, and more The importance of selective acquisition — and holding on to what you've acquired Why retail will never really go away — and how to make the most of it The #1 piece of advice he'd give an investor today Don't miss this opportunity to hear from one of the most respected real-estate minds in America.

    50 min

  2. 08/19/2025

    Beyond the Spreadsheet with Tracy Hooper

    Tracy Hooper, founder of The Confidence Project, joins us in studio to share her skills for building individual confidence and a confident office culture. Tracy's most recent book, The NOW Hello, is the confidence playbook for 2025, teaching us how to present ourselves in the world of work today.    Join Tracy as we explore: How confidence can be learned Why it's not "bragging" — it's educating others about what tax pros have to offer Zoom etiquette today — and how to stand out of the crowd Words to Lose — you may be undermining your own credibility by choosing the wrong turn of phrase   Small actions can make a big impact on how you are perceived. If you want to elevate your confidence and build your credibility — this is a must listen.

    51 min

  3. 07/17/2025

    Positioning Clients for Success Under the New Tax Law: A Capstan Roundtable

    The new tax law has got everyone talking -- including today’s all-star lineup. Capstan team members Sean Lichterman, Gina Maurino, and Bill Harbeson are here to discuss making the most of the OBBBA. Whether it’s Cost Segregation, R&D Tax Credits, or Energy Incentives, a thoughtful approach is key, with an eye to timelines and documentation.

    38 min

  4. 06/18/2025

    Funding Sustainability: Beyond the Spreadsheet with Stephen Arrivello and Brad Molotsky

    We're joined by a panel of experts in this special episode exploring the intricacies of energy-efficient development financing: Stephen Arrivello of PACE Equity is here to explain the benefits and applications of C-PACE financing, and explore how it compares to traditional funding sources. Our own Bill Harbeson joins the conversation, weighing in on how C-PACE complements incentives like Cost Segregation, 179D, and the ITC/CEIC. Brad Molotsky of Duane Morris moderates this fascinating discussion, painting a picture of what's possible for the savvy investor — C-PACE on the front end AND tax incentives on the back end, to maximize benefit.

    32 min

  5. 05/15/2025

    Goodbye ITC, Hello CEIC: Two Versions of the Solar Panel Credit

    Director of Energy Incentives Bill Harbeson returns to Capstan Live to explain what's changed — and what hasn't — regarding renewable energy system Credits. Join us as Bill explains: How to employ a 5x savings multiplier What to consider when planning a project The role cost seg plays in claiming the ITC/CEIC Why savvy taxpayers will claim this Credit sooner than later** (this episode was recorded prior to the release of the House Tax Bill, but Bill Harbeson's predictions are spot-on)  Want to maximize benefit while remaining in a defensible position? Listen in.

    22 min

  6. 04/07/2025

    Beyond the Spreadsheet with David Hartmann, CEO

    David Hartmann has built a custom software empire that boasts some amazing numbers: 5 consecutive years on the Inc. 5000 list of the fastest-growing private companies in the nation 96% employee retention rate 0 team members let go during Covid 9 day team retreat at a castle outside Paris   David shares his secrets to success — and which French castles sleep 60 — in this special episode. Listen in to discover: Why aligning with employee passions drives company growth The utility of a solid referral system for finding clients — and for finding talent How to take transparent career-pathing to the next level The importance of checking in with other leaders — and sometimes checking out entirely

    49 min

  7. 03/19/2025

    EV Charging Station Credit: Speeding to Savings

    Director of Energy Incentives Bill Harbeson returns to Capstan Live to walk us through the EV Charging Station Credit. Many areas are starting to mandate EV charger installation in new developments — why not get paid back? Join us as Bill explains: How to benefit from a little-known apprenticeship exemption That time may be of the essence when it comes to eligible project locations The nuances that must be considered to avoid dangerous "double dipping" Why fees that are too high or too low are equally concerning — and how to find a provider that's just right Considering getting in on the EV craze? Want to advise your clients? Join Bill for a 20 minute overview that will get you up to speed.

    22 min

  8. 02/18/2025

    Beyond the Spreadsheet with Margo McDonnell CRE, CES

    Margo McDonnell is a respected author, speaker, and subject matter expert who has been facilitating 1031 exchanges for over 3 decades.  She spearheaded the effort to establish a national certification to regulate her industry – the “CES” – and is one of less than 200 Certified Exchange Specialists in the US.      Listen in as Margo: -        Debunks common 1031 misconceptions -        Explains why the process is simpler than people think -        Speculates about what the new administration might mean for 1031s -        Explores flexible 1031 applications you never considered

    34 min
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About

The Capstan Tax Strategies team is known for cutting-edge industry insight, technical precision, and of course, our great personalities. ”Capstan Live” delivers more of the same - straight to you! We’ll take on hot topics, real estate trends, and legislative updates with a focus on sharing the timely, straightforward, actionable information that you and your clients need. If you own real estate or advise someone who does, tune in to ”Capstan Live.” Our strength, your tax savings - live!

Information

  • Creator
    Capstan Tax Strategies
  • Years Active
    2021 - 2025
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    Capstan Live Podcast