Capital Gains Tax Planning Strategies
Build Your Spending Plan on an Annual Basis, Not Monthly
By Jessica Lanning, JD, CFP® Believe it or not, May is my most expensive month for skiing. I don’t even ski in May. I don’t much care for spring...
Navigating the Varied Crypto Tax Landscapes
It is no secret that cryptocurrency offers the potential for huge gains for savvy investors. However, those gains can be substantially reduced when...
Sales and Negotiations: NLP Practice Chunking & Values with Jason 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...
Building an ATM Cash Flow Business with Michael Guthrie
Michael Guthrie have successfully owned and operated a multimillion-dollar automated teller machine distributorship, Automated ATM Solutions, Inc.,...
The Psychology of Money with Brad Barrett
Brad Barrett is a Managing Director and Partner at One Capital Management, LLC, a private wealth advisory firm managing $5 Billion in Assets. With...
Investing in Multifamily Lending with DLP Capital with Don Wenner
Don Wenner is the Founder and CEO of DLP Capital®, a private real estate investment and financial services firm focused on making an impact on...
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Better Books, Better Taxes, Better Decisions with Chris Hervochon
In this episode, we sit down with someone who is reshaping the way entrepreneurs understand their numbers and build financial systems that actually scale. Chris Hervochon, CPA and founder of Better Numbers, has become a trusted voice for business owners who want clean...
Worry Less: Passive Debt Investing with Merriah Harkins
In the world of alternative investments, few leaders embody both strategic clarity and relational depth the way Merriah Harkins does. With more than two decades in high-stakes financial sales, she has built a reputation for elevating investor experiences,...
How a Deferred Sales Trust Lowers Taxes on Stock Sales
If you've held stocks that have appreciated significantly, selling them can create a tax nightmare. The minute you sell those shares, the IRS comes knocking. They want a large slice of your gains, and the law says they are entitled to it. But what if you could legally...
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.