Capital Gains Tax Planning Strategies
Stop Paying Your Mortgage Off Faster
By Jessica Lanning, JD, CFP® Just when I think I’ve finally gotten through to my family, friends, clients and loved ones, it happens again – someone...
When DIY Becomes WTF
By Jessica Lanning, JD, CFP® This blog post is about when it’s time to concede that doing-it-yourself is no fun and it’s time to delegate. About a...
Weeding Out the Investment Weeds
By Jessica Lanning, JD, CFP® I thought weeding was the lowest of all tasks, yet I was, relegated to pulling weeds. I’ve never been one for yard...
Lectures of Love
By Jessica Lanning, JD, CFP® Last week I got The Lecture from my physical therapist. I was whining about doing all these exercises, how...
When Your Portfolio Catches COVID
By Jessica Lanning, JD, CFP® I got COVID for the second time about a week ago. I am fine because I’m here writing this blog post. I had a...
The 529 Plan: Your Pet Rat
By Jessica Lanning, JD, CFP® Over the course of my children’s tender years, we had five pet rats. Two at first, and then three replaced...
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Creative Marketing Strategies to Scale Your Business with Jordan Whelan
Jordan Whelan is the founder of Grey Smoke Media and a former television, radio, and publicity producer who mastered media marketing early in his career. Overseeing communications for more than $3 billion in class-action claims, he spent a decade refining his...
Enhancing Workplace Connections Through AI with Micah Remley
Micah Remley serves as the CEO of Robin, a pioneering workplace platform that places people at the heart of workplace design. In this role, he is dedicated to helping organizations foster dynamic work cultures and embrace hybrid and flexible work models. Before...
Financial Wisdom and Strategies with Drew Boyer
Drew Boyer is the president and founder of Boyer Financial Group and a CERTIFIED FINANCIAL PLANNER® with over 20 years of experience guiding families and individuals through their financial journeys. Raised in Ohio, his values of hard work and financial responsibility...
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.