Capital Gains Tax Planning Strategies
Upcoming Distress in Multifamily with Neal Bawa
Neal Bawa, CEO/Founder of UGro and Grocapitus, leverages cutting-edge real estate analytics to acquire or construct large commercial properties...
Becoming a Real Estate-Focused CPA with Thomas Castelli, CPA, CFP
Thomas Castelli, an entrepreneurial spirit with a passion for business. Armed with a Bachelor's in Business Management and Accounting, they ventured...
Building Intelligent Financial & Business Models with Chris Reilly
Chris Reilly, a finance professional with a diverse background spanning consulting, corporate finance, and private equity. Chris gained invaluable...
Investing in the Next Wave of A.I. Stocks with David Marra
David Marra, a pioneering figure in quantitative asset management and Head of Research & Portfolio Management at Markin Asset Management. With...
Divorce Tax Planning and How a Deferred Sales Trust Can Help
There is nothing easy about divorce, and it might be impossible to avoid at least some financial turmoil. While figuring out your taxes may be the...
Tactical Mobile Home Park Investing with Andrew Keel
Andrew Keel, commercial real estate investor, family man, and fitness enthusiast. Specializing in acquiring and operating manufactured housing...
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Bitcoin, Real Estate & Mindset with Dr. Buck Joffrey
Welcome back to the show where we explore wealth building strategies, exponential mindset growth, and the tools entrepreneurs use to create financial freedom. Today we are joined by a man who has taken one of the most unconventional and powerful wealth transformation...
Bonus Depreciation, DSTs & Smarter Real Estate Investing with Ben Carmona
In today’s evolving real estate landscape, sophisticated investors are no longer asking whether tax strategy matters—they’re asking how to intentionally align tax deferral, depreciation, and long-term wealth planning without sacrificing flexibility. In this episode,...
Breaking Down Deferred Sales Trust Fees in Plain Language
No matter how long you've owned stock, a business, or real estate, one thing never changes: buying and selling high-value assets comes with costs. So before you make plans to sell your cryptocurrency or liquidate your company stock holdings, you need to know what it's...
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.