Summit Holdings Group

10/14/2024

How to legally minimize taxes on property capital gains and business sales without using a 1031 exchange before completing the sale of your business. Feel free to send me a direct message if you have any queries regarding tax implications on sales.

10/14/2024

LA Convention Center business expo was a great experience.

09/19/2024

Do you have a 401(k)? Excellent! It seems like you are making plans for your future. Do you have life insurance? It is vital that you consider utilizing an Indexed Universal Life (IUL) plan.

09/18/2024

"Learn how to save on taxes when selling your business! Don’t miss out on this valuable information—watch the video below."

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09/16/2024

If you possess an existing 401k or IRA keen on securing no losses, achieving high returns, reducing fees, and gaining control of your account, feel free to message me. I am here to assist.

04/19/2024

This is the reason why it is crucial to establish a personal pension plan, which provides us with a sense of security.

04/17/2024

Listen to what well-renowned CPA and tax advisor Ed Slot has to say about life insurance!

This video demonstrates the power of having a tax free retirement using the IUL strategy. Applied knowledge empowers you to advance with achieving your finan...

04/15/2024

Para todos los que tienen casa, quiero destacar la importancia de establecer un Living Trust/Fideicomiso en comparación con un Testamento. Es crucial proteger sus bienes para asegurar que, en su ausencia, el estado no tome posesión de ellos.

Fideicomiso o Living Trust en Español. Qué es un fideicomiso, diferencia con testamento y cómo proteger sus bienes en California.Más información en https://b...

04/11/2024

What type of life insurance do you currently have? Are your finances safeguarded against unexpected illnesses? We are here to assist and explain the various policies available.
Please feel free to reach out to us.

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04/02/2024

Attend our webinar on life insurance and living benefits, with a special agent testimonial, co-hosted by OnEva and Microsoft, this Wednesday, April 3rd, at 12:15 PM.

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04/02/2024

Are you ready for what lies ahead? I can assist you in getting prepared. If you have any questions, feel free to message me. I am here to help.