Mar 6, 2024
By Jessica Lanning, JD, CFP® Financial security means being able to take advantage of a financial opportunity and being able to weather any financial storm. These days, that storm might be a real meteorological event. Superstition alone might save you. So might a...
Mar 5, 2024
Nothing in life is certain but death and taxes, right? This might be true, but the amount of money you pay in taxes is anything but certain. Cryptocurrency has the potential for incredible returns, and you want to make sure you keep as much of it as possible. While...
Feb 28, 2024
By Jessica Lanning, JD, CFP® It’s ski season, and I love to ski. This year I decided I needed new ski boots. Good ski days are all about having good boots. What I didn’t expect was to chat with my new bootfitter, Mandy, about the parallels in our business. (For those...
Feb 22, 2024
As a real estate investor, a solid exit strategy is important for maximizing your returns and minimizing tax liability. Selling properties or using a 1031 Exchange both have their benefits, but there’s a lesser-known option that could transform the way you...
Feb 22, 2024
What Impact Does Deferring Capital Gains Tax Have on Preserving and Growing Wealth? Nobody is excited about paying capital gains. However, did you know you could defer your capital gains, and there are financial benefits to doing so? Many financial experts advise that...
Feb 6, 2024
For real estate investors, using the right tax strategies can reduce your current tax liabilities to maximize returns on your investment. There are two powerful tools you can choose from to achieve these goals: the Deferred Sales Trust (DST) and the 1031 Exchange....
Deferred Sales Trust Company > Blog > Page 67
