Aug 2, 2024
Meet Brian Luebben, an Entrepreneur, Podcaster, and Real Estate Investor based in Atlanta, GA. Brian’s journey began in college when he founded his first company, GreekBeats DJ/Entertainment. Despite reaching the top of a Fortune 500 Company’s Sales...
Jul 29, 2024
Jason was born in Sacramento. He’s spent the last 18 years in the Greater Sacramento Area after moving from the Bay Area. Following high school he studied Business and knew one day he would go into business for himself. After working in numerous restaurants he...
Jul 26, 2024
Samina Chowdhury specializes in helping residents in Howard, Montgomery & Baltimore County achieve their Dream Home goals swiftly through her unique selling system. With over 18 years of experience and as a member of the Bob Lucido Team at Keller Williams Lucido...
Jul 25, 2024
If you have highly appreciated assets, you will eventually owe capital gain taxes on them. However, the timing of your sale can significantly impact your final tax burden. Capital gains are the profit made when selling an appreciated asset. Appreciation of an asset is...
Jul 19, 2024
Dave Zook, founder of The Real Asset Investor. Dave’s expertise in tax strategy and investments stems from his journey in navigating tax liabilities and building wealth. Through his venture, he empowers others with educational resources and strategic investments...
Jul 17, 2024
By Jessica Lanning, JD, CFP® Health issues and chronic diseases can significantly impact your financial plans. As a financial advisor, I often encounter clients grappling with these challenges, particularly in the later stages of life. Let me share a story about a...
Deferred Sales Trust Company > Blog > Page 58
