Capital Gains Tax Planning Strategies
How Much Control Do I Have With a Deferred Sales Trust?
As experts in helping high net worth clients defer their capital gains taxes and thus maximize returns on highly appreciated assets, one of the most...
Scaling a Multifamily Investing Operation with Branton Blount
Branton Blount is the Co-Founder and Managing Partner of The Bearing Group, specializing in private real estate investment, asset management...
Investing: Know What Game You’re Playing
By Jessica Lanning, JD, CFP® One last sports analogy, and I’m done. At least for a little while. Promise. It’s March. Which means I’m a bit...
Legally Avoid Taxes with Tom Burns
Tom Burns is a principal at a private equity real estate firm in Austin, TX, a physician for the US Ski Team, and author of the best-selling book,...
Using a DAF to Your Tax Advantage with Adam Nash
Adam Nash is the CEO and co-founder of Daffy, a new fintech platform focused on charitable giving. Nash has been influential in fintech most notably...
Why Deferred Sales Trusts Are Better Than a 1031 Exchange
What is a 1031 Exchange? A 1031 Exchange is a capital gains tax deferral strategy that allows an investor to delay paying capital gains taxes on the...
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Family Office Investing & Tax Strategies with Mark Miller
When it comes to preserving wealth across generations, most investors focus on making more — but the ultra-wealthy think differently. They design systems to protect, compound, and control their capital for decades, often through private structures, tax-efficient...
Real Estate Wealth & Relationships with Joel Miller
From newspaper routes to real estate routes, Joel Miller’s journey is one of curiosity, persistence, and entrepreneurial spirit. What began as a spark of interest in junior high—when a new development appeared along his paper route—eventually became a lifelong pursuit...
Persistence and Planning: How Pancham Gupta Built Wealth Through Real Estate—and How You Can Too
In the world of wealth creation and tax-efficient investing, few stories demonstrate the power of persistence, strategic planning, and smart real estate decisions better than the journey of Pancham Gupta. As shared during his interview on the Capital Gains Tax...
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.