What you'll discover:
Learn strategies so that you can possibly...
... take advantage of increasing interest rates in your portfolio.
... leave a lasting legacy using charitable trusts and donor advised funds.
... avoid selling stocks, bonds, or retirement assets to get your dream vacation home, expand your business, or purchase rental properties.
... avoid capital gains taxes when selling residential or commerical real estate with a smart use of properly structured 1031 exchange or other strategies.
Join us for a gourmet lunch or dinner at Hyde Park Prime Steakhouse
(21 Main St. Westlake, OH 44145)
complimentary valet parking available