Capital Gains Tax Planning Strategies
Options for Deferring, Managing or Avoiding Capital Gains Taxes – Part 1
By Jessica Lanning, JD, CFP® When you sell an investment for more than you paid for it, the difference is called a capital gain. If the...
Don’t Try This at Home: How to Build a Stable of Experts to Help with Financial Matters
By: Jessica Lanning JD, CFP® There's a line from the 1964 film Zorba the Greek, where Zorba (played by Anthony Quinn) upon being asked if he...
Why the Average Investor Underperforms the Market
By Jessica Lanning, JD, CFP® Annually, various organizations release studies that show that average investors underperform the markets,...
The Do-It-Yourselfers’ Survival Guide to Hiring a Financial Planner
By Jessica Lanning, JD, CFP Attention all you late 40-, 50- and early 60-somethings who have been managing your finances on your own and think you...
Hiring a Financial Planner Starts With 20-minute Phone Calls
By Jessica Lanning, JD, CFP® Attention all you late 40-, 50- and early 60-somethings who have attempted and "failed" to hire a financial planner:...
Misconceptions Busted on How Financial Planners Get Paid
By Jessica Lanning, JD, CFP® Two common misconceptions need to be cleared up before you can even start to understand how financial planners are paid...
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Defining Success and Embracing Growth with Marcus Kaulius
Markus is a dynamic entrepreneur, speaker, and mentor, inspiring millions worldwide. With unparalleled energy and integrity, he empowers individuals to unlock their potential and achieve extraordinary success Episode Highlights Here: Brett Before we jump into...
The Power of Storytelling in Marketing with Owen Garitty
OWEN GARITTY established FPW Media in 2013 to revolutionize traditional marketing by prioritizing client needs. FPW’s three divisions—brand, films, and merchandise—operate in-house, ensuring clear communication and innovative solutions. Garitty’s photography...
The Billionaire Mindset with Ivan Barratt
Ivan Barratt is a multifamily owner, manager, syndicator and fund manager. Since 2014, Ivan Barratt has raised over $100 million in equity, acquired over 4,000 units and grown Barratt Asset Management (BAM) to a 100+ employee, best-in-class, vertically integrated...
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.