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RESOURCES FOR OWNERS & INVESTORS


Blog Deferring Capital Gains

Deferring Capital Gains

In California, we are blessed with some of the best weather in the United States... and with that weather, comes some of the nation’s highest taxes, and this includes Capital Gains. According to a recent article on Forbes.com, as of January 1, 2024 the California Capital Ga...
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Blog 1031 Exchange

1031 Exchange

Experience shows that a 1031 exchange is a great vehicle to create generational wealth, however they aren’t typically for the weak of heart. There are complications and timelines that must be adhered too. Let’s look at some of the benefits: You can transfer a lar...
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