Capital Gains Tax Planning Strategies
Converting Office to Industrial Flex with Dave Codrea
Dave Codrea, co-founder of Greenleaf, an Atlanta-based real estate investment firm, prioritizes quality affordable housing and compassionate...
Building Multifamily Wealth with Richard Delgado
Richard Delgado is DLP Capital's inaugural Managing Director, boasting over 25 years of leadership in structured finance, capital markets, and the...
1099-DA: Is The IRS Coming For Crypto? with Rory Rawlings
Rory Rawlings is the Chief Tax Automation Officer at Avalara Inc. since March 2005, having co-founded the company in 1999 and previously served as...
7 Signs You Need to Hire a Capital Gains Tax Advisor
As a business owner, real estate investor, or owner of highly appreciated assets, you wouldn’t be where you are today without ambition, a strong...
Water of Jesus Wells with Daniel Palmer
Daniel Palmer has served as a Pastor for 30 years and led the Sacramento-based non-profit, Youth for Christ, for 6 years. A dynamic speaker, Dan has...
Building a $100M Career with Emmy Sobieski
Emmy Sobieski, CFA, author of $100M Careers, is COO of Performative Speaking and COO/co-founder of Competitive Storytelling, Inc., aiding founders...
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Advisor to Empire: Scaling to $1B+ AUM with Jon Randall
What separates a successful financial advisor from a true industry empire builder? It’s not just better investment strategies or more referrals — it’s the ability to design, scale, and lead a business that operates independently of the founder, attracts ideal clients...
A Practical Guide to Deferred Sales Trust Compliance
A Deferred Sales Trust (DST) is a powerful and time-tested strategy for delaying capital gains taxes, but they only work when structured within the legal framework provided by the U.S. tax code which governs installment sales. When done correctly, a DST gives you the...
Real Estate Strategy for High-Performing Athletes with Brooke Kromer
Brooke Kromer is not just selling luxury real estate —she’s redefining how athletes, high-net-worth buyers, and entrepreneurs invest in 30A, Florida’s booming real estate market. Raised in the NFL world and a former sports reporter, Brooke naturally connects with...
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.