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Watch the videos or click on the resources to learn more about financial strategies that may be beneficial to you or your business. Contact our team for a consultation to discuss strategies appropriate to your situation.

Deferring Capital Gains when selling your business

Deferred Sales Trust - Dannah Investment Group from Richard Rodgers on Vimeo.

Employee Retention Credits

ERC Program Dannah from Richard Rodgers on Vimeo.

Deferred Sales Trust Guide

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Employee Retention Credits Guide

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Listen to Richard's tax tips and Employee Retention Credits on the Garagecast Podcast!

Kingswood Capital Partners LLC does not provide tax or legal advice. Estate planning services offered through DST Wealth management. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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