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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


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


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


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
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