Capital Gains Tax Planning Strategies
How and Why Financial Planning Works
By Jessica Lanning, JD, CFP® Were you finally committed to getting your financial ducks in a row? How do you get started? Or why should you?...
Getting Someone Else to Pay Your Taxes – Strategies To Minimize Estate Taxes
By Jessica Lanning, JD, CFP® To paraphrase Benjamin Franklin, two things in life are certain - death and taxes. While we haven’t figured out...
Gratitude Tips for the Ungrateful, the Skeptical, and the Stubborn
By: Jessica Lanning, JD, CFP® Attention those who "know you should practice gratitude" and are resistant, resentful, bad at it, skeptical,...
The Magic and Misgivings of Big Money
By: Jessica Lanning, JD, CFP® In the frenzy of a $2 billion Powerball prize, two phenomena came into sharp focus. First, dreams about big money are...
Rising Interest Rates Can Be a Good Thing for Your Portfolio
By Jessica Lanning, JD, CFP® The most commonly owned asset -- a bond -- is also the most misunderstood by and mysterious to consumers. They...
Top Strategies for Avoiding Overspending When You Get an Extra Windfall
By Jessica Lanning, JD, CFP® It's always a great feeling when you get a little bit of extra money, whether it's through a bonus at work or a...
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Real Estate Wealth Without Tax Pain with Scott Stollar
Scott Stollar is a premier San Diego County real estate listing agent. Scott specializes in probate real estate sales, real estate investing, first-time home buyers and 1031 exchanges. He has made a commitment to making a difference in his community through real...
Leveraging Seller Carry Back with Deferred Sales Trusts
There's more to selling businesses or real estate than finding the right buyer at the right price. What you walk away with depends greatly on the structure of the deal. If you've never considered combining seller carry back financing with help from a Deferred Sales...
Personal Branding & SEO Tips for Business Growth with Chris M. Walker
Chris’s main goal is to help other entrepreneurs reach their full potential. He believes in a simple but powerful philosophy: “Figure out what you want in life, then go out and get it.” But for Chris, that’s helping others and providing the same opportunity that...
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.