Beating the Tax-Man with Dan Thompson

Beating the Tax-Man with Dan Thompson

DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment...
The Ultimate Guide in Real Estate Wholetailing with TJ Kosen

The Ultimate Guide in Real Estate Wholetailing with TJ Kosen

TJ Kosen has been in the market since 2006. He has owned and managed residential real estate from 1 to 112 units in addition to a residential Real Estate note portfolio and self storage facilities. His Dallas based investment company TNT Property Solutions moves a...
Best Advice?  Tax Diversification

Best Advice? Tax Diversification

By Jessica Lanning, JD, CFP® While sitting family style at dinner on the Amtrak train with my two new friends this past New Year’s Eve, I was asked:  “What’s your best financial advice these days?” Yes, Amtrak.  The train cars are totally stuck in the 90s – one outlet...
Navigating the Complexities of Crypto Taxes

Navigating the Complexities of Crypto Taxes

Figuring out cryptocurrency tax regulations can be challenging even for the most dedicated crypto investors. Here’s a quick rundown of what you need to know. You might be wondering how to sell bitcoin without paying taxes. The first thing to know is that Uncle Sam...
Structuring Seller Financing Deals with Dan Haberkost

Structuring Seller Financing Deals with Dan Haberkost

Dan Haberkost Throughout high school and college, work dominated my life. I’d go to school and then go to work and that was about it. As time went on, I quickly became tired of this sort of routine and decided there was no way I was going to allow my entire life to...
The Key to Freedom with Short-Term Rentals with Jeremy Warden

The Key to Freedom with Short-Term Rentals with Jeremy Warden

Jeremy Werden is a firm believer in the democratization of alternative asset classes. During his time at the University of North Carolina, he was a passionate basketball player but realized that he wasn’t athletic or skilled enough to make the varsity team....