Capital Gains Tax Planning Strategies
Tax Evasion or Tax Avoidance? You’d Better Know the Difference
Tax evasion and tax avoidance sound very similar, but the consequences could not be more different. One is a way of legally reducing your overall...
Insider’s Edge to Real Estate Investing with James Nelson
James Nelson is the Principal and Head of Avison Young’s Tri-State Investment Sales group, leading a team of three dozen professionals in selling...
Building a New Wealth Plan Durning Change with Phil Weiss
Phil Weiss, founder of Apprise Wealth Management, boasting 30+ years in finance. A CFA, CPA, and RLP®, Phil prioritizes long-term value in...
Professional Crypto Trading with Tony Saliba
Tony Saliba, a pioneering figure in financial markets for over three decades. Founder of LiquidPoint in 1999, which later became a part of Bank of...
Where are we in the 18.6 Year Real Estate Cycle with Chris Larsen
Christopher Larsen is the founder and Principal of Next-Level Income, leveraging over 18 years in the medical device industry to help others achieve...
Taking Control of Your DST with a Well-Structured Payment Plan
If you have read any of our previous blogs, you know that a Deferred Sales Trust (DST) is a capital gains tax deferral strategy that allows you to...
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How to Navigate Deferred Sales Trusts in California’s Tax Landscape
If you live in California, you're no stranger to the Golden State's heavy tax burden, especially when it comes to capital gains. Whether you're selling real estate, a business, or even a highly appreciated stock portfolio, California's combined state and federal...
Strategic Investing with Daniel Nikic
In a world where headlines move markets and noise often drowns out signal, strategic investing requires more than instinct — it demands clarity, discipline, and deep research. In this episode of Strategic Investing, we sit down with Daniel Nikic, a seasoned investment...
Generational Wealth Made Simple with M.C. Laubscher
True generational wealth isn’t built on speculation or chasing the next hot opportunity—it’s created through cash flow, control, and intentional systems. In this episode, we sit down with M.C. Laubscher, founder of Get Wealthy For Sure and host of the Cash Flow Ninja...
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.