Capital Gains Tax Planning Strategies
Regular Questions to Ask and Answer
By Jessica Lanning, JD CFP I was sharing in another blog post about my friend’s question about what financial things she should have separate...
Together and Separate: What individuals in a couple need for themselves
By Jessica Lanning, JD, CFP® My 50-something friend, who has been married for 20+ years, was sharing with me over burritos the other night...
Fire Your Real Estate Banker
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ As I write this, markets are increasingly volatile, interest rates are surging, and tax...
Navigating the Mansion Tax in LA County: How Deferred Sales Trust Can Be Your Game-Changer
Navigating the Mansion Tax in LA County: How Deferred Sales Trust Can Be Your Game-Changer With the recent implementation of Measure ULA—popularly...
Ending Your Paycheck In A Down Market
By Jessica Lanning, JD, CFP® A down market can impact when you retire, and withdrawing money early on from a depleted account can affect the...
A Guide to Equity Harvesting
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ For those who love to flip properties, how might you use the strategy of harvesting...
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The Benefits of Deferred Sales Trust vs. Conventional Installment Sales
Are you preparing to sell a high-value asset, such as investment real estate, or a stock portfolio? If so, two common strategies come into play: the conventional installment sale and the more advanced Deferred Sales Trust (DST) strategy. While both offer tax deferral,...
Can Deferred Sales Trusts Facilitate Exits from Stock Investments?
If you've held a large stock position and are now thinking about exiting, you now face a common challenge: how to sell without losing a big chunk of your gains to capital gains taxes. That's where a Deferred Sales Trust (DST) strategy comes in. While traditionally...
Is a DST or a 1031 Exchange Better for Farmland Sales?
Choosing the right tax strategy when selling farmland can make the difference between preserving your wealth or losing a significant portion of it to capital gains taxes. If you've held onto a parcel of farmland for years, or even generations, appreciation has likely...
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.