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Wealth Advisor Henry Silva reveals how CRE owners and brokers avoid costly tax pitfalls. Hear about a costly lesson from a CRE transaction, the “Freedom Fund” framework for variable income, and smart entity setups that keep more in your pocket. Practical, tactical, and made for dealmakers.
Ready to explore how wealth management strategies can benefit your commercial real estate practice and clients? Connect with Henry Silva on LinkedIn or at henry.silva@apollonwealth.com to continue the conversation.
Apollon Wealth Management, LLC (Apollon) is an investment advisor registered with the SEC. This content is for informational purposes only and does not constitute investment, financial, tax or legal advice. It is not a recommendation or solicitation to buy or sell any security. Investing involves risk, and clients should carefully consider their own investment objectives and never rely on any single chart, graph, or marketing piece to make decisions. Past performance is not indicative of future results. When information is sourced from third-parties, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. Opinions are subject to change as market conditions evolve. Please consult a licensed professional before making investment, tax, or legal decisions.
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