What is a Deferred Sales Trust?

What is a Deferred Sales Trust?

  What is a Deferred Sales Trust?   Most owners of highly appreciated assets struggle with capital gains tax when they go to sell their business, primary home or investment real estate. We use the Deferred Sales Trust to give them tax deferral, liquidity,...
How To Program A Bitcoin With Jimmy Song

How To Program A Bitcoin With Jimmy Song

A Bitcoin Core Contributor and former VP of Engineering for Armory. He caught the Bitcoin bug back in 2011 and started contributing to Bitcoin open source projects in 2013. He’s a contributor to CoinDesk and has a popular Bitcoin blog. He’s been teaching blockchain to...
The Cryptocurrency Deal Story Of The Week with Brett Swarts

The Cryptocurrency Deal Story Of The Week with Brett Swarts

The Cryptocurrency Deal Story Of The Week With Brett Swarts     In the cryptocurrency world, we’re now up to three deals that have closed. In fact, Jake and I just closed this last one. It was a $5 million sale if you haven’t seen that full...
Deferred Sales Trust Made Simple With Jake Mellor

Deferred Sales Trust Made Simple With Jake Mellor

Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He’s a business partner of mine, and he has a wealth of knowledge. He’s had the great state of Utah, he trained...