Capital Gains Tax Planning Strategies
What are the Long-Term Financial Benefits of Using a Deferred Sales Trust?
Making a million-dollar sale is a huge accomplishment. Unfortunately, capital gains taxes can be astronomical. Luckily, there are options to help...
Shutting Down the FOMO Noise
By Jessica Lanning, JD, CFP® This blog is for those of you who find yourself down a rabbit hole at the mention of a “better way” to invest....
7 Top Misconceptions About a Deferred Sales Trust
A Deferred Sales Trust (DST) is a way to defer capital gains tax for high-value asset transactions. While a DST is a solid strategy, there are some...
Understanding How a Deferred Sales Trust Works
What is a DST? A Deferred Sales Trust (DST) is a financial structure which allows individuals to defer paying capital gains taxes on a large sales...
Getting Rest: No Shame in Disability Claims
By Jessica Lanning, JD, CFP® Some years I get an in-depth lesson on something I knew only generally. This year? I have had three clients –...
When To Hire a Specialist Over a Generalist
By Jessica Lanning, JD, CFP® I share the following story with you to illustrate why hiring a CFP is a great idea, but you need to be mindful of...
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The Power of Paid Advertising with Ben Heath
Ben Heath is a leading voice in digital marketing and the founder of Heath Media, a UK-based agency recognized for driving exceptional growth through strategic Facebook and Instagram advertising. Known for his practical insights and results-driven approach, Ben has...
How to Elevate Your Business to the Next Level with Debra Angilletta
Running a business shouldn’t feel like running on a hamster wheel — and that’s exactly the belief that drives Debra Angilletta, founder of Next Level CEO. A former Wall Street trader turned business strategist, Debra helps entrepreneurs gain clarity, confidence, and...
Situations Where a 1031 Exchange May Not Be the Best Option
For years, real estate investors have used the 1031 exchange as a reliable way to defer capital gains taxes. At first glance, it feels straightforward: sell one property, roll the proceeds into another of similar kind, and postpone the tax bill. But the reality 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.