May 1, 2026
What if your largest asset could become your most tax-efficient source of retirement income? In this episode, we sit down with Laura Phillips of Colorado Reverse Mortgage to explore how homeowners can unlock the equity in their homes without triggering a major tax...
Apr 30, 2026
If you’ve held cryptocurrency through dramatic price swings and are now sitting on significant gains, you may be wondering how to exit without handing a big portion over to taxes. Selling crypto, especially in large amounts, can trigger massive capital gains...
Apr 29, 2026
What does it take to build communities that don’t just grow—but truly thrive? In this episode, we sit down with Josh and Charlie of Kozpure to explore a new vision for urban community development—one rooted in purpose, connection, and long-term impact. This...
Apr 24, 2026
In today’s evolving real estate landscape, investors are searching for strategies that go beyond compressed cap rates and limited inventory—and self-storage development is emerging as one of the most compelling opportunities. In this episode, we sit down with Ben...
Apr 21, 2026
If you’re holding appreciated assets, the next year could shape your financial future. Under current law, some provisions of the 2017 Tax Cuts and Jobs Act are scheduled to expire after 2025, which could result in higher capital gains taxes and lower estate tax...
Apr 21, 2026
In today’s real estate market, success isn’t just about buying great assets—it’s about structuring smarter outcomes. For high-net-worth investors facing significant capital gains and increasing complexity around exits, strategy matters more than ever. Zane Jacobs of...
Deferred Sales Trust Company > Blog > Page 13
