How to Keep More of Your Wealth with Eric Pierre

How to Keep More of Your Wealth with Eric Pierre

ERIC PIERRE is a second-generation CPA and former professional basketball player. Eric brings the same competitive edge to finance that he brought to the court. He graduated with a Master of Professional Accountancy from Stephen F. Austin State University and holds...
The Vital Strategies for Success with Patrick Lonergan

The Vital Strategies for Success with Patrick Lonergan

In the early 2000s, real estate entrepreneur Patrick faced near bankruptcy and IRS debt after a market crash. This hardship revealed a critical gap: entrepreneurs lacked tailored tax strategies. In response, Patrick founded the Vital companies to help others avoid...
Mastering Communication with Julian Treasure

Mastering Communication with Julian Treasure

Julian Treasure is a top-rated international speaker and trainer on the critical communication skills of listening and speaking, and the effective use of sound in business. Collectively, Julian’s five TED Talks have been viewed over 150 million times. How to speak so...
Mastering Tax Planning for Selling a Business

Mastering Tax Planning for Selling a Business

Selling a business is a huge life achievement and a major financial event. How you structure your sale and plan for taxes can save you thousands or even millions of dollars. In this blog, we will review some common mistakes business owners make when selling their...
Navigating the Challenges of Selling Large Bitcoin Holdings

Navigating the Challenges of Selling Large Bitcoin Holdings

Bitcoin has come a long way in the past 15 years, from an experimental hobby to a serious and viable investment asset. If you were an early adopter, you saw your investment grow in big ways. That was the easy part. When it comes to cashing out, selling Bitcoin can be...
DST Advantage: Tax Deferral Strategies for Mergers and Acquisitions

DST Advantage: Tax Deferral Strategies for Mergers and Acquisitions

Mergers and acquisitions (M&A) can be exciting opportunities for business owners, investors, or companies. However, they are a complex transaction that has long-lasting effects on the financial health of the business or investor. Whether you are buying or selling,...