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Cost segregation isn’t just a niche tax strategy — it’s a wealth-building tool most clients have never heard of. While many assume depreciation simply spreads out over decades,…

Join Louis Rogers, founder and CEO of Capital Square, for an insider’s tour through the full lifecycle of a successful real estate investor. With decades of experience leading one…

Rental income properties are often misunderstood or neglected in client conversations. This program, led by real estate planning specialist Rich Arzaga, CFP®, CCIM, is designed to…

Buying into a condo or HOA community isn’t just about location and curb appeal—it’s about navigating a complex web of rules, financial obligations, and legal pitfalls that can…

The newly signed "Big, Beautiful Tax Bill" has reshaped the landscape for tax-advantaged investments—and Opportunity Zone Funds (OZFs) are back in the spotlight. Join Louis Rogers…
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