Capital Gains Tax Planning Strategies
Is a Deferred Sales Trust Right for Me?
As a high-net-worth individual or an established business owner, you may have reached a point in your life when you need a more deliberate financial...
How to Think Like a Billionaire with Jeff Sarti
Sarti is the chief executive of Calabasas-based Morton Wealth, an investment advisor with assets under management of more than $2 billion. Sarti,...
The Secret Systems for Sustainable Growth w/ Anne Gannon
ANNE GANNON is an entrepreneur at heart. She founded The Largo Group in 2016 because of her belief that accounting needs to be done differently....
The Secrets to Lasting Wealth with Antony Joffe
For Antony, family always comes first. So it’s no surprise that his role model is none other than his father – and company founder – Stanley. “It...
How to Keep More of Your Wealth with Eric Pierre
ERIC PIERRE is a second-generation CPA and former professional basketball player. Eric brings the same competitive edge to finance that he brought...
The Vital Strategies for Success with Patrick Lonergan
In the early 2000s, real estate entrepreneur Patrick faced near bankruptcy and IRS debt after a market crash. This hardship revealed a critical gap:...
Claim your Free eBook
Download a Digital Copy of The Sell Your Real Estate or Business Smarter in 9 Steps
Turning Unique Travel Experiences into Big Returns with Caden Weatherly
What if the next wave of real estate outperformance isn’t driven by location alone — but by experience? In this episode, we sit down with Caden Weatherly, founder of Creator Hospitality, to unpack how immersive, design-forward travel stays are reshaping the investment...
Short-Term Vs. Long-Term Capital Gains Explained
When you sell an asset for more than you paid for it, the profit is known as a capital gain. But not all gains are taxed equally. The IRS classifies gains as either short-term or long-term, depending on how long you held the asset before selling it. This distinction...
Building Homes & Changing Lives with LeVar Love
In today’s real estate market, the conversation often revolves around returns, timelines, and deal structure—but what if development could also be a catalyst for lasting community transformation? In this episode, we sit down with LeVar Love, founder and CEO of Rosie...
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.