May 24, 2024
Don Wenner is the Founder and CEO of DLP Capital®, a private real estate investment and financial services firm focused on making an impact on American communities by acquiring, developing, and building relationships, housing, leaders, and organizations. Wenner...
May 23, 2024
If you are considering using a Deferred Sales Trust (DST) as a form of capital gains tax deferral, one of the most important decisions you can make is choosing a trustee. A Deferred Sales Trust trustee will explain the process, work with CPAs and financial advisors to...
May 23, 2024
By Jessica Lanning, JD, CFP® The HELOC and the SBLOC are two tools I think all investors should have and are the ones most often overlooked. How HELOCs Work Most people are familiar with a home equity line of credit. Homeowners go to a bank. If there’s enough equity...
May 20, 2024
VALERIE SHIRAH IS A WIFE, MOM OF THREE, AND ENTREPRENEUR. SHE’S ALSO THE CO-FOUNDER OF THE STREAMLINE TEAM AND HOSTS HER OWN PODCAST: WEALTH BY CHOICE. When my husband was diagnosed with Parkinson’s disease in 2019, we realized that we could not depend...
May 17, 2024
DAN THOMPSON is a seasoned Financial Advisor and Business Owner, with almost four decades of experience. He started his career as a stockbroker in 1986, but after witnessing the 2001 stock market crash, he realized the need for safer and more predictable investment...
May 10, 2024
TJ Kosen has been in the market since 2006. He has owned and managed residential real estate from 1 to 112 units in addition to a residential Real Estate note portfolio and self storage facilities. His Dallas based investment company TNT Property Solutions moves a...
Deferred Sales Trust Company > Blog > Page 62
