Capital Gains Tax Planning Strategies
Maximizing the Annual Review
By Jessica Lanning, JD, CFP® My annual medical check-up last week has given me a whole new perspective on my clients’ annual financial reviews. ...
Ensuring Financial Peace with Daniel Kwak
Daniel Kwak is a seasoned professional with a diverse background spanning entrepreneurship, leadership, finance, and research. As CEO and Co-founder...
Success Coaching Linking Professional Value with Jayson Kay
Jason Kay When I was in kindergarten, my father started to lose his eyesight. Growing up with someone facing the challenges of a severe handicap has...
Can You Really Avoid Capital Gains Tax on Farmland Sales?
It is not uncommon for landowners to be hesitant to sell property due to the potentially huge capital gains taxes owed on the sale. Farmland is...
Steady Cash Flow Industrial Real Estate (Drew Wahlgren)
Drew Wahlgren received his BS in Finance from California State University at Hayward, and at the age of 21, began chasing his entrepreneurial...
DLP Capital: Unlock Freedom & Dreams (Larry Hickernell, Jr.)
Larry Hickernell, Jr. - Dedicated, driven professional focused on building current and new relationships, making an organizational impact, and...
Claim your Free eBook
Download a Digital Copy of The Sell Your Real Estate or Business Smarter in 9 Steps
5 Secrets to Scaling Multifamily Business with Randy Langenderfer
Today’s guest is multifamily investor and InvestArk Properties President Randy Langenderfer, a seasoned operator who has scaled from single-family investing to participating in more than 4,000 apartment units. With a background in corporate risk and compliance, Randy...
Balancing Market Shifts and Opportunity with Jorge Vazquez
Today we’re joined by Jorge Vazquez, CEO of Graystone Investment Group and one of Tampa’s most active real-estate operators. With over 20 years in the business and 3,500+ deals closed, Jorge built Graystone around a simple promise: “You invest, we do the rest.” He’s...
How Paper Assets Fit Into the Deferred Sales Trust Strategy
If you're holding a portfolio filled with appreciated paper assets like stocks or bonds, you may feel like you're walking a tax tightrope every time you consider selling. Those gains can be substantial, but so can the tax bill that follows. While there's no way to...
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.