DST Dialog Series: Join Greg Reese and Shauna Wekherlien, the "Tax Goddess", to explore tax and investment benefits of the Deferred Sales Trust in this exciting webinar. Shauna is a CPA, MTax, CTC, CTS, the owner of Tax Goddess Business Services, PC, and is in the top 1% of Tax Strategists in the … Continue Reading about [Video] DST Dialog – Tax and Investment Benefits of the Deferred Sales Trust
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Estate Planning & Taxes
Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Protecting Your Goals and Your Loved Ones Naming the beneficiaries of an insurance policy seems likes an easy thing to do. If a person … Continue Reading about Top 5 Mistakes When Naming Beneficiaries of Insurance Policies
Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
Sample Case Study: Client in their mid 80’s with an estate of approximately $9,000,000. Children are three daughters in their early … Continue Reading about Should You Distribute Your Estate Equally Among Children In Unequal Circumstances?
[Video] Deferred Sales Trust Case Studies Webinar Replay
Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] Deferred Sales Trust Case Studies Webinar Replay
4 Reasons Why Ordinary People Should Defer Capital Gains Taxes
Actually, there is only one reason why anyone should defer capital gains taxes: more money. Capital gains taxes often reduce profits by 40% or more. Finding ways to defer taxes and invest the excess is one of … Continue Reading about 4 Reasons Why Ordinary People Should Defer Capital Gains Taxes
[Video] Building the Bridge with Client’s CPA or Personal Attorney
Replay the webinar hosted by Greg Reese of Reef Point, Inc … Continue Reading about [Video] Building the Bridge with Client’s CPA or Personal Attorney