Aug 26, 2026
By Brett Swarts, Founder and CEO of Capital Gains Tax Solutions, Deferred Sales Trust Trustee Most people find out how much capital gains tax they owe about three weeks before closing. The LOI is signed. The buyer has wired earnest money. Then the CPA runs the number...
Aug 26, 2026
If you’ve been in real estate long enough, you’ve probably realized something most investors learn the hard way: The bank is not your partner. It might feel like it in the beginning with easy loans, structured processes, and predictable terms. But when the market...
Aug 25, 2026
In an environment where market cycles shift quickly and tax policies continually evolve, high-net-worth investors must master both the financial and personal disciplines that lead to long-term wealth. Few professionals embody this balance better than Patrick Lilly, a...
Aug 24, 2026
Starting a business from the ground up can be rewarding, but it also comes with significant risk, uncertainty, and a steep learning curve. Franchising offers a different path—one built on proven systems, established brands, and scalable business models that can help...
Aug 24, 2026
Introduction: Unlocking Wealth Through a Tax-Deferred Exit Plan When it comes to selling highly appreciated assets like real estate, businesses, or even cryptocurrency, the looming threat of capital gains tax can be daunting. The Deferred Sales Trust (DST) offers a...
Aug 21, 2026
As interest rates remain elevated, housing affordability continues to decline, and investors search for resilient assets that can weather economic uncertainty, one real estate sector continues to stand out: mobile home parks. Once overlooked by many investors,...
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