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Monthly Archives: July 2021

Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

2021-11-18T20:23:29+00:00July 28th, 2021|1031 Exchanges, Asset Protection, Business Tips, Real Estate|
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Working with the Right Advisor

These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals. There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors we would describe as extremely

2021-11-18T20:24:39+00:00July 13th, 2021|Financial Planning, Investments, Wealth|
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