Capital Gains Tax Planning Strategies
Choosing a Trustee You Can Trust
If you are considering using a Deferred Sales Trust (DST) as a form of capital gains tax deferral, one of the most important decisions you can make...
HELOC and SBLOC – Security Tools for Your Finances
By Jessica Lanning, JD, CFP® The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked. How...
Ultimate Real Estate Hack: Virtual Assistants with Valerie Shirah
VALERIE SHIRAH IS A WIFE, MOM OF THREE, AND ENTREPRENEUR. SHE'S ALSO THE CO-FOUNDER OF THE STREAMLINE TEAM AND HOSTS HER OWN PODCAST: WEALTH BY...
Beating the Tax-Man with Dan Thompson
DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in...
The Ultimate Guide in Real Estate Wholetailing with TJ Kosen
TJ Kosen has been in the market since 2006. He has owned and managed residential real estate from 1 to 112 units in addition to a residential Real...
Best Advice? Tax Diversification
By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was...
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Mastering the Art of Extraordinary Events with Marley Majcher
Imagine transforming a passion for celebration into an empire that not only commands A-list events but also schools' business owners in how to profit and scale. Meet Marley Majcher — the creative force behind The Party Goddess! a full-service event-planning and...
Podcasting for Business Growth with Tomas Fonseca
In a world where attention is the ultimate currency, podcasting has emerged as one of the most powerful tools for building trust, authority, and long-term relationships with your ideal clients. In today’s feature, we explore the intersection of podcasting and business...
Are Cryptocurrency Profits Taxed as Capital Gains or Ordinary Income?
Cryptocurrency has become a commonplace in modern investing. But when it comes time to file your taxes, things get murky, especially if you're new to the world of crypto. Are your profits considered capital gains, or are they taxed as ordinary income? The answer is...
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.