How a Deferred Sales Trust Lowers Taxes on Stock Sales
Monday, April 27
If you’ve held stocks that have appreciated significantly, selling them can create a tax nightmare. The minute you sell those shares, the IRS comes knocking. They want a large slice of your gains, and the law says they are entitled to it. But what if you could legally defer those taxes, keep more...
How We Sold Our Car Wash and Deferred Millions in Taxes
Friday, April 24
With Hy & Sudhir What if you could sell a highly appreciated business, keep more of your profits, and still position your wealth for future growth and impact? That’s exactly what Hy and Sudhir set out to do. These longtime partners built and scaled a successful gas station and car wash operat...
How Paper Assets Fit Into the Deferred Sales Trust Strategy
Thursday, April 23
If you’re holding a portfolio filled with appreciated paper assets like stocks or bonds, you may feel like you’re walking a tax tightrope every time you consider selling. Those gains can be substantial, but so can the tax bill that follows. While there’s no way to avoid taxes, deferring capital g...
Selling an Inherited Historic Property Without a Huge Tax Hit
Wednesday, April 22
Inheriting a historic property can be both a gift and a financial challenge. These homes or buildings often have deep sentimental value and cultural significance, but they can also come with significant preservation costs and a heavy capital gains tax burden if you decide to sell. If you’re think...
Google Ads Secrets for High-Quality Leads with John Horn
Tuesday, April 21
Generating leads through Google Ads is easy. Generating high-quality, conversion-ready leads that actually turn into real deals? That’s where most investors and business owners get stuck. In a recent conversation, I sat down with John Horn, Co-Founder and CEO of StubGroup, to unpack what truly se...
Build a Profitable Business That Actually Lasts
Monday, April 20
Lessons from Entrepreneur, CEO, and Investor Mike Cassidy What does it really take to build a business that doesn’t just grow—but endures? In today’s environment, it’s easy to get caught chasing growth. Raise more capital. Scale faster. Do more deals. But the truth is—especially for real estate i...