Invest Like a Rockstar: Amazing Tax Strategies for Landlords & Investors

• Workshop Room 2

Use the Millionaire Mindset to maximize and preserve your wealth. Learn strategies to reduce taxes on stocks, mutual funds, and real estate sales and distributions; borrow strategically at lower costs to accelerate wealth creation; and avoid tax traps, large required minimum distributions (RMDs), and other costly financial mistakes.

Presented by:

Marc Lescarret from Marc Alan Wealth Management Headshot Photo at Small Business Expo

Marc Lescarret Marc Alan Wealth Management

With a history of research, not sales, Marc Lescarret is on a mission to educate you on mitigating capital gains taxes and taxable distributions without costly insurance or low-yielding municipal securities. Marc is a Fee-Only Registered Investment Advisor who cannot collect a commission from any product he sells. This helps align his interest with yours.
With a history of research, not sales, Marc Lescarret is on a mission to educate you on mitigating capital gains taxes and taxable distributions without costly insurance or low-yielding municipal securities. Marc is a Fee-Only Registered Investment Advisor who cannot collect a commission from any product he sells. This helps align his interest with yours.