Capital Gains Tax Planning Strategies
Building a Legacy With Your Wealth Using a DST with Joe Walters
Joe Walters is a highly regard Wealth Advisor, managing and directing Legacy Wealth Management. Over the last 23 years, he has been successful in...
What it Takes to Qualify for a Deferred Sales Trust
What is a Deferred Sales Trust? A Deferred Sales Trust is a capital gains tax strategy asset holders can use to delay paying capital gains taxes and...
How Can Deferred Sales Trust Address Complications in Selling Investment Properties?
One of the top long-term investments is real estate. However, if you own an investment property and are looking at selling, several complications...
Investing in an Election Year
By Jessica Lanning, JD, CFP® As always, I’m going to tell you to stay invested during an election year because discipline is critical to being...
The Science of Multifamily with Neal Bawa
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most...
Emergency Preparedness Is Great Procrasti-tasking
By Jessica Lanning, JD, CFP® Financial security means being able to take advantage of a financial opportunity and being able to weather any...
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Revolutionizing Advertising Through Generosity with Trey Roth
When you meet someone who genuinely lives out connection, creativity, and purpose in everything they touch, Trey Roth is one of those rare people who immediately comes to mind. Long before he became the founder and CEO of Yaystack, Trey was a platinum-selling music...
Unlocking the Secrets to Cashflowing Airbnbs with John Bianchi
In the fast-evolving world of short-term rentals, few voices have reshaped the landscape as decisively as John Bianchi, widely known as The Airbnb Data Guy. At a time when investors are searching for clarity, reliable analytics, and scalable systems, John has become a...
Why a Deferred Sales Trust 2.0 Must Be Irrevocable
Most investors choose a deferred sales tax trust for its benefits. Tax deferral, estate planning flexibility, and the ability to reinvest on your terms are all appealing. But before you jump in with both feet, there's a fundamental requirement that you can't overlook....
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.