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Why You Need a Password Vault

by Strategic Partner | Mar 15, 2023 | Blogs, Jessica Lanning, Uncategorized

By Jessica Lanning, JD, CFP® If you’re still keeping your passwords on a sticky note or a spreadsheet, it’s time to upgrade to the 21st century, my friend. No one wants to be a victim of fraud or identity theft. That’s why you need a password...

What Types of Highly Appreciated Assets Does the Deferred Sales Trust Work For?

by Brett | Jan 7, 2019 | News, Uncategorized

Businesses & Professional Practices We help a variety of business owners defer capital gains tax. Deferred Sales Trust Closes include Veterinarians, Tech Companies, Dentist, Doctors, Truck Companies, and many other business types. Learn more now by...

CPA is introduced to the Deferred Sale Trust for the 1st time: Common Questions Asked

by Brett | Jan 7, 2019 | News, Uncategorized

Ever thought of selling your highly appreciated luxury real estate, commercial real estate or business and using a deferred sales trust, but you are reluctant to move forward because it all sounds too good to be true? Well, here are some of the most frequently asked...