Capital Gains Tax Planning Strategies
End-of-Year Financial Planning: Strategies for Maximizing Success
By Jessica Lanning, JD, CFP® News flash: The end of the year has begun and with it comes the urgency to tackle your end-of-year financial planning. ...
Use a Deferred Sales Trust to Diversify Your Portfolio
There are many reasons you might have a large single stock holding. Regardless of the reason, a concentrated stock position is risky. You may have...
Cash Flow and Grow Real Estate Investing with Mark Khuri
With over 17 years of extensive real estate investing experience, Mr. Mark Khuri brings a wealth of knowledge and expertise to the organization....
Scale Your Real Estate Accounting with Mark Kappelman
Mark Kappelman, a seasoned professional with sixteen years of accounting, operations, and real estate expertise. Based in Chicago, Mark's journey...
Building Wealth Through Lending Capital with Jeremy B. Hill
Jeremy Hill is a distinguished figure in private debt, renowned for his expertise since founding JB Capital in 2003. As a leader, he's transformed...
Investor-Focused Passive Investment with Nick Stageberg
Nick Stageberg is a tech veteran turned real estate mogul. With 15+ years in software and a knack for spotting opportunities, Nick built a...
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Real Estate Secrets for Active & Passive Wealth with Brandon Rickman
In this episode, we sit down with Brandon Rickman, founder of The Flip Genius and a seasoned real estate investor, to unpack what it really takes to build wealth on both sides of the real estate equation. Brandon shares how he’s scaled active strategies like house...
Kingdom Wealth Principles for High Performers with Jeremy Krulikowski
In today’s episode, we dive deep into the intersection of faith, finances, and high-performance living with wealth coach and Christian stewardship mentor Jeremy Krulikowski. If you’re a leader, entrepreneur, or purpose-driven high achiever looking to build wealth...
Build a Profitable Business That Lasts with Mike Cassidy
What does it really take to build a business that doesn’t just grow—but lasts? In this episode, we sit down with Mike Cassidy, a seasoned entrepreneur, former corporate CEO, angel investor, and trusted advisor to founders across industries. Mike has built companies...
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.