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Capital Gains Tax Overview

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Trust Contract Law vs. Statuatory Law

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IRC 453 Installment Options

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Opportunity Zone vs. 453 vs. 1031

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Listen to my Podcast Interview for tips on taxes

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Full Presentation of the BENEFITS OUTCOMES AND CHALLENGES WE SOLVE
Tax Deferral Report / Calculator Tool
Legacy LLC Executive Summary with Legal Authorities
Malta Pension White Paper
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Selling an appreciated asset

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IRS 453 Cash at Close Transaction

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Listing Objections Solved!

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Informative Articles & Topics

Unicorns Do Exist

Avoid Complexities 1031 Exchange Properties Held In Trust To accomplish a successful tax-deferred exchange, the taxpayer that transfers...

How To Eliminating Capital Gains Tax Using A Spendthrift Trust

The tax impacts of capital gains are a common concern for high net worth individuals. There are many paths for reducing or deferring...

Shaping Your Plans for a Successful Future

Do not forget about tax planning, You May find your number is lower than you thought or you can sell or retire much earlier than thought. Co

Successful Planning Starts Much Earlier Than You Think

Many business owners believe they have plenty of time to create a successful plan for the future of their businesses. Never to early to pla

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Resources

Educational Materials

Detailed Materials

Educational Videos

All Videos

All Videos

Selling an appreciated asset

IRS 453 Cash at Close Transaction

Listing Objections Solved!

Informative Articles & Topics