Jul 28, 2022
I interviewed Pierceson York. We spoke about the Deferred Sales Trust, a capital gains tax deferral strategy that allows business owners to defer capital gains tax and reinvest the funds across many different assets.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
Special Listener Gift
Schedule
a 15-Minute Call with Curtis
Free Ebook Financial
Planning Has Failed
Show Notes
Review, Subscribe and Share
If you like what you hear please leave a review
by clicking here
Make sure you’re subscribed to the podcast so you get the latest episodes.