Capital Gains Tax Planning Strategies
Pay Your Financial Planner Your Way
By Jessica Lanning, JD, CFP® When you pick a new financial planner, you want to be clear about how that person gets compensated, whether that works...
Hold Your Assets in the Right Place – Investments in Retirement vs Non-retirement Accounts
By Jessica Lanning, JD, CFP® Not only is it important to understand the different types of wealth-building accounts but to understand what kinds of...
Why Withdrawals in Market Downturns Suck – Understanding the Sequence of Returns
By Jessica Lanning, JD, CFP® It's no secret that any market -- stocks, bonds, real estate, cryptocurrency, etc. -- goes up and down. What may not be...
Stepping Up and Stepping Out – Understanding the Step-Up in Basis Rule
By: Jessica Lanning JD, CFP® The “step-up in basis” rule confounds so many investors and wealth-building families, typically around taxes, how to...
Biggest Frustration With Capital Gains Tax Deferral Options With Sabrina Wilcox
Biggest Frustration With Capital Gains Tax Deferral Options With Sabrina Wilcox Brett: Welcome to the Capital Gains Tax Solutions...
Monterey California Investment Property Closed Using A Deferred Sales Trust With Brett Swarts
Monterey California Investment Property Closed Using A Deferred Sales Trust With Brett Swarts Brett: I'm excited about...
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6 Common Mistakes to Avoid When Hiring a Capital Gains Tax Advisor
Do you plan to sell a business, real estate, Bitcoin, or other high-value asset? The tax strategy you use for this sale dramatically impacts how much wealth you keep, so it's critical to hire the right capital gains tax advisor. But not all advisors are created equal,...
How Sycamore Equity is Changing the Game with Glenn Bean
Glenn is an entrepreneur with 25 years of experience in finance, tech, and operations. He earned his MBA from Harvard and an econ degree from Stanford. Though a California native, Glenn lives in Boulder with his family and sheep a doodle Huckleberry. Episode...
Retirement Secrets & Smart Investing with Steve Selengut
Steve Selengut is a seasoned wealth management expert with over 50 years of experience as a private investment portfolio manager. Throughout his career, he managed up to 300 client portfolios at a time, focusing on building sustainable retirement income. In 2023,...
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.