top of page



Understanding the 1031 Exchange: A Powerful Tool to Defer Capital Gains Taxes
Learn how to defer capital gain taxes on the sale of your investment property.
Danielle Davis
Feb 283 min read
Â
Â
Â


Why Lower-Income Tax Clients Are More Difficult Than Higher-Income Clients
The difference between low-income and high-income tax clients isn’t just about money—it’s about mindset, organization, and understanding.
Danielle Davis
Feb 133 min read
Â
Â
Â


Taxes, Retirement, and Generational Wealth: How They Work Together to Secure Your Future
When it comes to financial success, taxes, retirement, and generational wealth are all interconnected.
Danielle Davis
Feb 73 min read
Â
Â
Â


How to Avoid a Huge Tax Bill if You Make $100K+
Making six figures is a great financial milestone, but it can come with an unwelcome surprise—a hefty tax bill.
Danielle Davis
Feb 63 min read
Â
Â
Â
bottom of page