Partner, Senior Director of Business Development at Ashton Thomas Private Wealth
A former commercial banker and participant in numerous business sales and mergers over the years, Lance possesses a wealth of knowledge and experience in the small and family-owned business space, with a particular emphasis on construction, real estate, engineering, and light industrial operations. Today, Lance applies that knowledge to C-suite clients who are transitioning from one phase of life
11/13/2023
Owning a second home is all about relaxation and fun, but estate taxes can put a damper on things. Find out the key insights into managing estate taxes on your second property.
Tax Planning For Your Second Home: 6 Things To Know And Some Options To Explore The second home is supposed to be a place of respite, a happy place, so why interrupt that solitude with death and taxes.
11/10/2023
What's on the horizon for inflation in the rest of 2023? Forbes Senior Contributor Simon Moore breaks down the trends and factors affecting inflation rates. Will housing, services, and energy continue to shape the path of inflation? Stay informed!
What To Expect From Inflation For The Remainder Of 2023 As 2023 draws to a close, there are some risks to inflation’s trajectory, specifically housing, services and energy will in combination define inflation’s path.
11/09/2023
Unlock the secrets of financial wellness through your daily spending habits. Forbes Councils Member Samantha Paxson breaks down how a focus on lifestyle, not just life stage, can lead you to economic success. Explore the intersection of micro-transactions and long-term financial health!
These Daily Spending Habits Are Bellwethers Of Future Financial Health Do you have a budget? If so, you also tend to be more optimistic about the future. In a recent study, the starkest difference between budgeters and non-budgeters is in the way they view money. Whereas budgeters see money as a way to enhance their lives, non-budgeters think of money as a means to tak...
11/08/2023
Understanding capital gains is crucial for smart investing. Did you know the tax rate you pay depends on how long you've held the asset? Learn more about the difference between long-term and short-term capital gains.
Long-Term vs. Short-Term Capital Gains Know the differences of long-term and short-term capital gains to get the most from your investment portfolio
08/21/2023
From asset protection to estate planning, family limited liability companies (LLCs) serve multiple financial purposes. Discover how these entities can shield family businesses, support generational wealth transfer, and optimize tax strategies.
Family LLC Examples in Estate Planning A family limited liability company (LLC) is formed by family members to conduct business in states that allow LLCs. Members must be related by blood, adoption, or marriage. The family LLC is a popular way to protect the assets of a family business against claims by creditors, divide income among gen...
08/18/2023
Entrepreneur Brendan P. Keegan dives into the journey of embracing your aspirations without hesitation. Learn to overcome doubts, connect with your authentic self, and craft a roadmap that paves the way to achieving your dreams.
Why Owning Your Decisions Is Critical to Your Success As An Entrepreneur If you do what everyone tells you do to, you'll end up with exactly what they want — not what you want. Take these steps to ensure you're following the right path.
08/17/2023
In a world where quick recovery is championed, the importance of delving into failures to learn, adapt, and build resilience often goes overlooked. Explore how analyzing failures can empower individuals and organizations to thrive in the face of challenges.
Why we should take time to learn from failure The temptation to move on quickly can miss the chance to improve resilience.
08/16/2023
In the world of business, negotiation is a crucial skill. But did you know that even when you're at a disadvantage, you can still hold the power? Discover practical insights from Seth Freeman, a renowned negotiation expert. Learn about the "three little words" technique, the "I FORESAW IT" approach, and the power of checklists to navigate negotiations with confidence and success.
Fast Company: Give Yourself the Advantage 3 negotiating strategies to use when the other person has the upper hand
06/05/2023
Live beneath your means, save and invest aggressively in the early years and consult a financial advisor to help you get started on planning for your future.
What New Grads Should Know About Money One of the most common things people say how much they wish they had learned about personal finance when they were younger. Here is some financial advice to new grads:
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