Capital Gains Tax Planning Strategies
Balancing Market Shifts and Opportunity with Jorge Vazquez
Today we’re joined by Jorge Vazquez, CEO of Graystone Investment Group and one of Tampa’s most active real-estate operators. With over 20 years in...
How Paper Assets Fit Into the Deferred Sales Trust Strategy
If you're holding a portfolio filled with appreciated paper assets like stocks or bonds, you may feel like you're walking a tax tightrope every time...
Better Books, Better Taxes, Better Decisions with Chris Hervochon
In this episode, we sit down with someone who is reshaping the way entrepreneurs understand their numbers and build financial systems that actually...
Worry Less: Passive Debt Investing with Merriah Harkins
In the world of alternative investments, few leaders embody both strategic clarity and relational depth the way Merriah Harkins does. With more than...
How a Deferred Sales Trust Lowers Taxes on Stock Sales
If you've held stocks that have appreciated significantly, selling them can create a tax nightmare. The minute you sell those shares, the IRS comes...
Mastering the Art of Extraordinary Events with Marley Majcher
Imagine transforming a passion for celebration into an empire that not only commands A-list events but also schools' business owners in how to...
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Stop Trading Time for Money: The 2-Step Strategy to Increase Your Freedom and Service with Joey Mure
What if the biggest constraint on your wealth—and your impact—isn’t how much you earn, but how you earn it? Many high performers find themselves stuck in a cycle where more success simply demands more time. Joey Mure, co-founder of Wealth Without Wall Street,...
Don’t Sell to Private Equity! How to Protect Your Company Legacy Through an ESOP with Robert Reavis
For many business owners, selling to private equity feels like the default exit—but what if it comes at the cost of your company’s culture, people, and long-term vision? In this episode, we sit down with Robert Reavis of ButcherJoseph & Co. to explore a powerful...
Why Institutions Are Betting Billions on Build-to-Rent with Jim Sheils
What do institutional investors see in build-to-rent that’s driving billions of dollars into the space? In this episode, Jim Sheils breaks down the powerful trends—demographic shifts, demand for rental housing, and scalable community development—that are attracting...
Learn How Dave Saved His 1031 Using Deferred Sales Trust
ADD MORE VALUE TO YOUR HIGHLY APPRECIATED ASSET, LETS DEFER YOUR CAPITAL GAINS
This works for Real Estate Developer, Real Estate Private Owner, Real Estate Syndicators, Selling High end Primary Home, Commercial Real Estate, Selling a Business, Private Stocks, Bitcoin, and any Highly Appreciated Assets.
“LEARN HOW TO HELP YOUR CLIENTS or PARTNERS SELL THEIR BUSINESS, OR INVESTMENT REAL ESTATE SMARTER”
Think About Adding More Value to Your Service and Helping Your Clients Defer Hundreds of Thousand Of Dollars Of Their Capital Gains, Save Their 1031 Exchange, Preserve Their Wealth, Create More Wealth By Buying At Any Time All Tax Deferred, Plan Wisely For Their Retirement… And Having Me Always As Your Guide Walking You Through Each Step.