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Grant Conness’s Blog

What is a 1031 Exchange?

A 1031 exchange is a nifty, if complicated, little tool to defer paying taxes on a recently sold property. The skeletal outlines of a 1031 exchange are fairly straightforward – whenever you sell property, you pay a property tax. But, through a 1031 exchange, you can...

What is a Deferred Sales Trust?

Previously an underutilized financial tool, the deferred sales trust has grown into a popular device for many estate planners. By working within IRS code 453 when you create a deferred sales trust, you're afforded the opportunity to defer the capital gains tax of a...

3 Habits for a Successful and Stable Retirement

Preparing for retirement is a difficult and complicated process that will likely last you your whole life. You might even change your expectations or plans several times before reaching retirement age. There are many ways to go about the process, but if you take the...



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