Capital Gains Tax Solutions Podcast

Capital Gains Tax Solutions Podcast


Deferred Sales Trust Made Simple with Jake Mellor

January 12, 2022

Jake Mellor is an Investment Advisor Representative (IAR) of Legacy Wealth Management, LLC which is a Registered Investment Advisory Firm (RIA). He's a business partner of mine, and he has a wealth of knowledge. He's had the great state of Utah, he traine