The #1 Tax Strategy Millionaires Use with Henry Yoshida
Thursday, April 09
What if the biggest mistake most investors make isn’t what they invest in—but how they invest from a tax standpoint? That question sits at the center of a powerful conversation with Henry Yoshida, one of the most respected voices in retirement planning and alternative investing. If you’re focused...
The “Debt Trap”: How 1031 Exchanges Are Sinking Real Estate Deals
Wednesday, April 08
For decades, the 1031 exchange has been one of the most trusted tools in a real estate investor’s playbook. Defer taxes, trade up, compound wealth—it’s been a reliable engine for growth. But 2026 is telling a different story. What used to create momentum is now quietly creating pressure. And for ...
A Practical Guide to Deferred Sales Trust Compliance
Tuesday, April 07
A Deferred Sales Trust (DST) is a powerful and time-tested strategy for delaying capital gains taxes, but they only work when structured within the legal framework provided by the U.S. tax code which governs installment sales. When done correctly, a DST gives you the ability to reinvest all your ...
Why Investors Choose Deferred Sales Trusts
Monday, April 06
While selling a high-value asset can be a simple financial transaction, it needs to involve more than handing over real estate or stock to a buyer in exchange for funds. Before you think about selling, you need a strategy to protect yourself for what comes after the sale: capital gains taxes. The...
Breaking Down Deferred Sales Trust Fees in Plain Language
Friday, April 03
No matter how long you’ve owned stock, a business, or real estate, one thing never changes: buying and selling high-value assets comes with costs. So before you make plans to sell your cryptocurrency or liquidate your company stock holdings, you need to know what it’s going to cost and the steps ...
Navigating Market Shifts & Unlocking Hidden Opportunities
Thursday, April 02
Markets don’t stay still—and neither should your investment strategy. Every shift in the market creates a divide. On one side are investors who hesitate, waiting for clarity. On the other are those who stay grounded, adapt quickly, and capitalize on opportunities others miss. On a recent episode ...