Escaping the 1031 Trap, with Brett Swarts
Brett Swarts is a Deferred Sales Trust™ Trustee, DST expert, capital gains tax deferral expert, investment real estate expert, multifamily broker, and the founder of Capital Gains Tax Solutions – a company helping individuals to defer capital gains tax on the sale of...
How and Why Financial Planning Works
By Jessica Lanning, JD, CFP® Were you finally committed to getting your financial ducks in a row? How do you get started? Or why should you? Let’s break down the financial planning process and explain why it’s essential. What is financial...
Getting Someone Else to Pay Your Taxes – Strategies To Minimize Estate Taxes
By Jessica Lanning, JD, CFP® To paraphrase Benjamin Franklin, two things in life are certain – death and taxes. While we haven’t figured out how to avoid death, what if we could avoid or defer taxes? When you die, your loved ones get to deal with...
Understanding Insurance with Jeff Arnold
Jeff Arnold Jeff Arnold, president of RIGHTSURE, INC., has been an industry leader for nearly 30 years. He is an expert on insurance mergers and acquisitions, managing deals ranging from six figures to more than $100 million. He has authored Four Number One...
Unlocking The Future of Bitcoin SV with Joe De Pinto
Joe De Pinto was born and raised in Los Angeles, CA. After spending 4 years playing professional baseball in the Chicago White Sox farm system, he co-founded his first venture, Barpay, in 2015 with Daniel Wagner. The company has since grown to become a leader in the...
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