Capital Gains Tax Planning Strategies
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...
Reverse Mortgages: A Great Tool for the Right Situation
By Jessica Lanning, JD, CFP® Reverse mortgages are a great way for homeowners over 62 to access the equity they have built up in their homes. These...
What Your 60-year-old Self Wants Your 20-, 30-, and 40-something Self To Know. (Common Mistakes That You Can Fix While You’re Young)
By Jessica Lanning, JD CFP As young people, we are often told that the key to a successful future is to start saving for retirement as early as...
Why Avoiding Investment Potholes Matters
By: Jessica Lanning JD, CFP® Ask your average person on the street this question: If your investment loses 50% of its value, what rate of return...
The Ultimate Guide to Household Document Storage: What To Keep, How Long, and Why
By: Jessica Lanning JD, CFP® If you're like most people, you have a lot of documents lying around your house. You've probably been told at...
Options for Deferring, Managing or Avoiding Capital Gains Taxes – Part 2
By Jessica Lanning, JD, CFP® This blog and the previous one discussed how to manage long-term capital gains taxes. If you did not read the...
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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...
Revolutionizing Capital Access for Entrepreneurs & Startups with Gary Menzies
Gary is an accomplished entrepreneur with over 30 years of experience in the Financial Services Industry. He founded and successfully operated a Registered Investment Advisor (RIA) company, laying the groundwork for his diverse business ventures. Since selling his RIA...
Generational Wealth Planning Brent Kellenberger
Brent has several degrees. His first degree is from Kansas State University (1999) where he was a pre-medicine major, and his law degree is from the University of Kansas (2005). He worked as a Science teacher in Shawnee Mission School District before finding his...
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.