Capital Gains Tax Planning Strategies
8 Strategies to Minimize Your Crypto Tax Obligations
Nothing in life is certain but death and taxes, right? This might be true, but the amount of money you pay in taxes is anything but certain....
What Bootfitting Taught Me About My Clients
By Jessica Lanning, JD, CFP® It’s ski season, and I love to ski. This year I decided I needed new ski boots. Good ski days are all about having good...
Real Estate and the Power of a Deferred Sales Trust
As a real estate investor, a solid exit strategy is important for maximizing your returns and minimizing tax liability. Selling properties or using...
What Impact Does Deferring Capital Gains Tax Have on Preserving and Growing Wealth?
Nobody is excited about paying capital gains. However, did you know you could defer your capital gains, and there are financial benefits to doing...
What’s the difference between Deferred Sales Trust and a 1031 exchange?
For real estate investors, using the right tax strategies can reduce your current tax liabilities to maximize returns on your investment. There are...
December Is Here … Again!
By Jessica Lanning, JD, CFP® The holiday season is here. This should catch no one by surprise. Yet, it does. I learned long ago to manage...
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The Future of Passive Income with Ellis Hammond
From serving as a missionary and college pastor to leading successful real estate investment ventures, Ellis Hammond has built a career centered on impact, stewardship, and purpose. His journey from ministry to multifamily investing reflects a deep commitment to...
Smart Growth and Smart Exit Planning with David Flores Wilson
When it comes to achieving financial clarity and building lasting wealth, few advisors bring as much insight, discipline, and passion as David Flores Wilson, CFA, CFP®, CEPA®, AEP®. As Managing Partner at Sincerus Advisory, LLC, David has built a reputation for...
A Seller’s Guide to Deferred Sales Trust Tax Reporting with Form 6252
Selling highly appreciated assets like real estate, business, or cryptocurrency means you face a significant capital gains tax bill. If you're an investor exiting one of these highly-appreciated assets, the right strategy can help. While IRS rulings on Deferred Sales...
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.