Mar 25, 2024
Jake Mellor is a coach of coaches. He is a financial planner, but he is also much more. He has instructed CPA Firm owners from across the country on how to help their clients implement higher-level Tax Advantaged Wealth Management Strategies. Jake is passionate about...
Mar 22, 2024
Joe Walters is a highly regard Wealth Advisor, managing and directing Legacy Wealth Management. Over the last 23 years, he has been successful in assisting families and businesses in developing a sound plan that might help to grow and preserve their assets. He is...
Mar 21, 2024
What is a Deferred Sales Trust? A Deferred Sales Trust is a capital gains tax strategy asset holders can use to delay paying capital gains taxes and maximize the return on their investments. The Deferred Sales Trust (DST) is a contract between the asset holder and a...
Mar 21, 2024
How Can Deferred Sales Trust Address Complications in Selling Investment Properties? One of the top long-term investments is real estate. However, if you own an investment property and are looking at selling, several complications can arise. A Deferred Sales Trust...
Mar 20, 2024
By Jessica Lanning, JD, CFP® As always, I’m going to tell you to stay invested during an election year because discipline is critical to being successful over the long run. I came across some good historical tidbits from JP Morgan, and I thought I’d share them with...
Mar 18, 2024
Neal Bawa is a technologist who is universally known in the real estate circles as the Mad Scientist of Multifamily. Besides being one of the most in-demand speakers in commercial real estate, Neal is a data guru, a process freak, and an outsourcing expert. Neal...
Deferred Sales Trust Company > Blog > Page 66
