by Derek Dall'Olmo | Sep 29, 2022 | Uncategorized
Planning for 2023 Tax Efficiency Today Many business owners use this time of year to put taxes out of mind and just “get through the balance of the year with decent recordkeeping.” It can be easy to count on the promise of a new year push to finally sort...
by Derek Dall'Olmo | Sep 14, 2022 | Uncategorized
If you’re hesitant to sell a high-value asset because you don’t want to pay capital gains, a Deferred Sales Trust can provide a solution. A cousin to the 1031 Exchange, a Deferred Sales Trust gives you options for tax deferral on the sale of various types of real...
by Derek Dall'Olmo | Sep 6, 2022 | Podcast Episodes
Mitchell Blue is a commercial insurance agent and co-developer of Lakemore Resort, a high-quality luxury resort located west of the Arbutus Lake in Michigan. Lakemore Resort opened its phase 1 in the summer of 2020 and has since opened its doos as a year-round weekly...
