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Capital Gains Tax Overview

Trust Contract Law vs. Statuatory Law

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Opportunity Zone vs. 453 vs. 1031

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Tax Deferral Report / Calculator Tool
Legacy LLC Executive Summary with Legal Authorities
Malta Pension White Paper
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Selling an appreciated asset

Selling an appreciated asset

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Listing Objections Solved!

Listing Objections Solved!

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1031 Exchange Alternatives

1031 Exchange Alternatives

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Informative Articles & Topics

Unicorns Do Exist

Unicorns Do Exist

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

How To Defer Capital Gains Tax Using A Spendthrift Trust

How To Defer 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

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

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

A Planning Process for Future Success

A Planning Process for Future Success

Have more financial resources to pursue your goals!

Top Ten 1031 Exchange Misconceptions Consider 453 Deferral Options as an Alternative

Top Ten 1031 Exchange Misconceptions Consider 453 Deferral Options as an Alternative

453 tax deferral options are more flexible and solve some of the issues 1031's create .

Attorneys As Closing Agents and Acting as Intermediary - Need To Know

Attorneys As Closing Agents and Acting as Intermediary - Need To Know

Know your roles avoid any appearance of constructive receipt

Whether You Sell Your Business or Not, the Planning Is the Same

Whether You Sell Your Business or Not, the Planning Is the Same

Plan for you tax liabilities and walk away with 20-50% more of your hard earned money at close!

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