Mar 4, 2025
Selling an investment property can be exciting–until you realize how much of your hard-earned profits you’ll lose to capital gains taxes. For years, the 1031 exchange has been a reliable way for real estate investors to defer capital gains taxes and...
Feb 21, 2025
I grew up in a family where the expectation was to get the most degrees you could, find the best job at the best company, and work there until you retire. I followed along that path throughout my high school career and as I began my undergraduate education at Baylor...
Feb 20, 2025
Nobody likes taxes, but they are an inevitable part of life, right? Maybe not. Advanced tax planning can help wealthy, comfortably wealthy, and ultra-high-net-worth individuals and businesses significantly reduce the amount of money they lose to taxes. With advanced...
Feb 4, 2025
Selling a rental property can be exciting and profitable. Whether you are getting ready to cash out on years of hard work, looking to transfer your equity into new investments, or preparing to retire, selling a rental property can be a financial windfall. However, if...
Jan 28, 2025
By Jessica Lanning, JD, CFP® Goals, at their best, can feel dull and uninspiring. At worst, they are an excuse to beat yourself up when you don’t achieve them. “But it’s January!” you exclaim, and you need a goal, or the year will go by, and you will have done...
Jan 23, 2025
We’ve talked frequently about Deferred Sales Trusts (DST) and how they can be a powerful and flexible capital gains tax deferral strategy. If you need to get caught up, read about Deferred Sales Trusts here. You already know the basics, but you have questions before...
Deferred Sales Trust Company > Blog > Page 47
