Capital Gains Tax Planning Strategies
Cash Purchase Strategy
By Mark Willis, CFP® / CERTIFIED FINANCIAL PLANNER™ First, let's outline the easiest way to use this policy: a cash purchase. It’s best to...
Forgotten 401(k) Dangers
By Jessica Lanning, JD, CFP® Recently, a client asked me whether transferring money from a previous employer’s 401(k) to her new employer’s...
Lessons from the Field Around Aging, Caregiving, and LTC Planning
By Jessica Lanning, JD, CFP® Planning for the aging of loved ones can be a challenging process. Here are some lessons learned from those who have...
Avoid Being Sandwiched – How To Plan For Concurrent Child and Parental Care
By Jessica Lanning, JD, CFP® As a financial planner, I've seen my fair share of families struggling with the overwhelming responsibility of...
The Lessons of the LastPass Hack
By Jessica Lanning, JD, CFP® As a fan and long-time user of LastPass, I was alarmed by the latest LastPass hack. But what exactly happened,...
Why You Need a Password Vault
By Jessica Lanning, JD, CFP® If you're still keeping your passwords on a sticky note or a spreadsheet, it's time to upgrade to the 21st...
Claim your Free eBook
Download a Digital Copy of The Sell Your Real Estate or Business Smarter in 9 Steps
From Military Service to Million-Dollar Wealth with Dave Wolcott
Dave Wolcott is the founder of Pantheon Investments, author of The Holistic Wealth Strategy, and host of the Wealth Strategy Secrets of the Ultra-Wealthy podcast.For over 20 years, he has helped high-performing entrepreneurs and accredited investors build legacy...
Deferred Sales Trusts and Multifamily Investments
As any real estate investor knows, timing is everything. Whether you're exiting a successful property or eyeing your next multifamily deal, the decisions you make between buying and selling will affect your bottom line. One of the biggest hurdles you face during that...
How to Build Generational Wealth in Real Estate with Hunter Thompson
Hunter is a full-time real estate investor and founder of Cash Flow Connections, a private equity firm based out of Los Angeles, CA. Since starting CFC, Hunter has helped more than 200 investors allocate capital to over 100 properties, which have a combined asset...
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.