Mar 4, 2022
Jonathan founded Mountain Vista in 2017 with the objective of improving the access to quality financial advice for clients of varying asset levels. With 16 years of experience as a protected trader and portfolio manager at prestigious financial firms prior to founding...
Mar 2, 2022
Bharat is the founder of Veristrat. He has been in business valuation since 2000 and has valued assets in real estate, industrial, personal property, and financial assets including some unique assets i.e., the Golden Gate Bridge, NYC subway system, Hartsfield Atlanta...
Feb 28, 2022
Wrestled Alligators Professionally, Fought Fires, Delivered Babies, Saved Lives, Built and Sold Companies (FAILED and PIVOTED more than most), Worked with Sharks (means Venture Capitalists), was one of the first to build an online group fitness company, Built and...
Feb 28, 2022
Biggest Frustration With Capital Gains Tax Deferral Options With Sabrina Wilcox Brett: Welcome to the Capital Gains Tax Solutions Podcast. This is a preview episode with my good friend Sabrina Wilcox, who is a CPA. We dive into a full interview of her...
Feb 25, 2022
Matt Aitchison is a real estate investor, syndicator, speaker, and private equity consultant. After graduating from UC Santa Barbara, Matt got his start in the world of single-family and built a Wall St Journal Top 1000 Real Estate Team. Matt quickly transitioned to...
Feb 23, 2022
Jeff Badu is a parallel entrepreneur and a wealth multiplier. He’s a Licensed Certified Public Accountant (CPA) and the founder and CEO of Badu Enterprises, LLC, which is a multinational conglomerate that owns several key companies. His marquee company is Badu Tax...
Deferred Sales Trust Company > News and Updates > Page 41
