Owner: The Center for Wealth & Legacy Studies URL:http://www.wealthlegacyseries.org Join Date: Sun, 31 Aug 2008 15:13:49 -0500 Rating:0 Site Description: Wealth management and legacy planning issues. Site statistics:Click here
Wealth Building through Deferring Taxes Workshop 2008-09-02 23:07:47 SCI Real Estate Investments and Exeter 1031 Exchange Services cordially invite you to:
Tax Deferral and Replacement Property Solutionsin a 1031 Exchange
Wednesday, September 17, 2008
9:00am - 12:00pmHoliday Inn Long Beach Airport
2640 N. Lakewood Blvd.
Long Beach, CA 90815
This is an intermediate level discussion on Section 1031 Tax-Deferred Exchanges. The program will include the re Read more:Building
, Taxes
, Wealth
, Workshop
Building Wealth through Deferring or Excluding Taxes 2008-08-31 13:12:00 Time Value of Money
I'm not going to bore you with all of the statistics that are available on this topic. There have been so many academic and industry studies over time that prove beyond a shadow of a doubt that taxpayers/investors who take advantage of tax deferral and tax exclusion income tax planning strategies will always build substantially greater wealth than those taxpayers/investors who Read more:Building
, Taxes
, Wealth
Welcome to Our Site 2008-08-30 17:09:16 We look forward to having you attend our upcoming series on matters of wealth and legacy, and invite your thoughts - questions - suggestions - insights into all matters pertaining to wealth and legacy.
Wealth is far more than just "financial" ... In the Old Testament, wealth refers to deeper things than just the financial - such as the "wealth" of relationships, health, mental & physical weal Read more:Welcome
Welcome to The Center for Wealth & Legacy Studies 2008-08-22 20:35:12 We would like to welcome you to The Center
for Wealth
& LegacyStudies
TM journal. Our Board of Advisors, Underwriting Sponsors, Contributing Sponsors and Speakers will add their thoughts to help educate and inform investors and their advisors so that they can make better informed wealth and legacy decisions.
The Center for Wealth & Legacy Studies journal will cover all things Read more:Welcome
Wealth & Legacy 2008-09-18 00:16:09 Wealth
& Legacy
We are a fortunate subset of the population. By luck and hard work we have accumulated a larger than average share of material goods. Many people have worked as hard as we have worked, but have far less to show for the effort.
Passing On our WealthWe can pass on our wealth. With wisdom we can help those we care about as pass on the economic resources.
Passing On a Legacy
Le
So what's a person to do?? 2008-09-16 17:43:32 In case you hadn't noticed lately, there is just a "wee bit" of upheaval happening in the financial landscape.
Perfect Storm A "perfect storm" of economic factors, including sub-prime mortgage problems, inflation, the credit crunch and greed has come together with profound and dramatic effects to now crash upon our financial shoreline.
Commentators far more intelligent than I will help us u Read more:person
Acquire Real Estate on a Confidential Basis with the Title Holding Trust 2008-09-14 10:47:51 Wealthy individuals have many reasons to be concerned about having their investment portfolio made public. The same concern extends to acquiring and holding real estate and having their ownership show up on the public records. Real estate ownership records are easily available through the country recorders', assessors', or tax collectors' offices. The public disclosure exposes we Read more:Acquire
, Basis
, Confidential
, Estate
, Title
Discovering Your LIfe Purpose 2008-09-27 20:15:28 Life Purpose
I believe that we are all on this earth for a God-given life purpose. What is yours? Through my
"life filter" as a follower of Jesus, I have come to believe that part of my life purpose is to raise $500 million for
philanthropy. This will come through my wife's and my own modest foundation, but primarily through assisting clients create and pass wealth with little or no tax, to be used
Fed Cuts Fed Funds Rate by 0.50% 2008-10-29 13:33:11 The Federal Reserve has slashed the Fed Funds
Rate by 0.50% to 1.00% from 1.50% as it seeks to revive a struggling economy hit by a long list of hardships.
Economists Predict Recession to Last 14 Months 2008-11-17 09:46:17 According to a survey conducted by the Federal Reserve Bank of Philadelphia, private-sector economists indicated that they believe the United States economy fell into recession last spring. The economists also expect a sharp contraction during the fourth quarter 2008.
The Federal Reserve Bank of Philadelphia's quarterly Survey of Professional Forecasters also Read more:Economists
, Months
, Recession
Survey of Economists See Growth in 2nd Quarter 2009 2008-11-13 21:59:37 Here is the lastest results from a survey of economists provided by the Wall Street Journal.
The U.S. economy is in the midst of the worst part of the recession, but growth may return by the second half of next year, according to economists in the latest Wall Street Journal forecasting survey. Nearly two-thirds of respondents say the Treasury Department's Troubled Asset Relief Program, which has Read more:Economists
, Growth
Keeping Your Wealth After You Have Built It 2008-11-22 15:52:31 You worked hard and spent many long hours building your wealth. Now what? What's next? Investors often keep working and building wealth, but they do not always focus on making sure that they are keeping as much of the wealth as possible.
Wealth
Maintenance
Keeping or maintaining your wealth is just as important as making or creating your wealth. You can e Read more:Built
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