Capital Gains Tax Planning Strategies
How to RISE to your 100% with Gary Dale Harper II
Gary Harper, CEO of Sharper Business Solutions, with a wealth of experience in consulting and management. With a background in Fortune 500...
Premium Financing with Jon Loyhayem
Jon Loyhayem, a trailblazer in finance who kick-started his career at 19 and rapidly climbed the ranks to senior management by 26, setting new...
Building Wealth in Assisted Living with Julie Holly
Julie Holly, founder of Three Keys Investment. With over 450 units under her belt, she's a leading voice in multifamily real estate. Through her...
Structured Real Estate Investments with Daniel Angel-Mejia
Meet Daniel, our accomplished finance management leader with over a decade of expertise in real estate development and investment across various...
Leveraging Deferred Sales Trusts to Maximize the Return on Your Assets
If you are selling a highly appreciated asset, the capital gains tax bill can be significant. In some states, combined federal and state capital...
Why Millionaires Trust Financial Planners for Success
By Jessica Lanning, JD, CFP® You saved for college in a 529 plan. Your kid got into a college or university. You did all the right things. Hooray!...
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Smart Growth Secrets with Joshua Lauer
What if your business didn’t need more leads—just clearer data to make better decisions with the leads you already have? In this episode of Smart Growth Secrets, we sit down with Joshua Lauer, a marketing analytics strategist known for helping businesses cut through...
The Year of the Tap-Out: Real Estate Debt, Distress, and Opportunity with August Biniaz
We’re joined today by a visionary who has carved out a powerful lane in the private-equity real estate world. August Biniaz, Co-Founder and Chief Investment Officer of CPI Capital, has spent more than 15 years transforming underperforming properties into thriving...
Invest Smarter, Not Harder with Tom Dunkel
What if building wealth didn’t require chasing every shiny opportunity—but instead mastering a repeatable investment framework that protects capital, manages risk, and compounds returns over time? In this episode, we sit down with Tom Dunkel, Chief Investment Officer...
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.