Capital Gains Tax Planning Strategies
Maximizing Your 529 Plan: Navigating Options and Opportunities
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!...
Wholesaling, Flipping, and Cashflow with Nick Sicilian
Nick Sicilian, a seasoned Chief Engineer in the maritime industry. With expertise in managing diesel generators, steam turbine generators, boilers,...
Financing Cannabis Investments with Rob Sechrist
Rob Sechrist, co-founder and president of Pelorus Capital Group LLC, drives the firm's strategy in new markets, forms equity partnerships, and...
What’s the Difference Between a Deferred Sales Trust and a Charitable Remainder Trust?
If you own a highly appreciated asset such as investment property, a business, stocks, or even cryptocurrency, you might be hesitant to sell due to...
Eliminate Estate Tax with Deferred Sales Trust (Joe Walters)
Joe Walters, a second-generation Financial Advisor, leads Legacy Wealth Management in asset growth and preservation for 20 years. Actively involved...
From W2 to World Travel with Brian Luebben
Meet Brian Luebben, an Entrepreneur, Podcaster, and Real Estate Investor based in Atlanta, GA. Brian's journey began in college when he founded his...
Claim your Free eBook
Download a Digital Copy of The Sell Your Real Estate or Business Smarter in 9 Steps
Industrial Self-Storage Yards: The Next Billion-Dollar Niche with Chris Long
In this episode, we sit down with Chris Long, the founder of Longyards and one of the rising educators reshaping how investors think about exits, taxes, and long-term wealth strategy. Chris has built a fast-growing community by simplifying complex financial...
Sales Strategy for Billion-Dollar Results with Benjamin Dennehy
In this episode of the podcast, we dive deep into the high-impact world of sales with one of the most unapologetically effective sales trainers out there — Benjamin Dennehy. Known as "The UK’s Most Hated Sales Trainer," Benjamin brings a no-nonsense, results-driven...
From Rent to Wealth: How to Own Commercial Real Estate and Scale Smart with George Otel
In today’s episode, we sit down with a financing specialist who’s helping business owners rethink how they acquire and grow their commercial real estate. George Otel has built a reputation for simplifying a process that many entrepreneurs find intimidating—accessing...
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.