Author Archives: Paragon Financial Partners

Author: Paragon Financial Partners

Paragon Financial Partners, Inc. is a Registered SEC Investment Advisor. The topics discussed herein are for informational purposes only and should not be considered as a solicitation or offer to purchase or sell any securities. The financial strategies and guidelines discussed herein may not be appropriate for everyone as each individual circumstance is unique. Please review all tax information with your tax professional. Please review all legal information with your legal professional. If you have any questions or would like to speak with us, please contact us by phone at (310) 557-1515 or by email at [email protected]

With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate prices the liability of high capital gains taxes is a real concern. In this episode, Evan Shorten and Elean Mendoza discuss the possibility of deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust.
The first half of 2022 has been the worst start for equity markets since the 1970's. Tune in to the latest episode of the Paragon Podcast to hear Evan Shorten and Elean Mendoza give an update on the current state of the markets - how we got here, what's happening, and where it could go.