Call Us Today! (303) 777-7124
Client Login
Contact Us

Horizon Wealth Insights
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 7 min read
  • Apr 10, 2025

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

Owning highly appreciated assets, such as real estate or a business, signifies successful investment choices. However, when it comes time to sell these assets, the looming capital gains taxe...

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

Owning highly appreciated assets, such as real estate or a business, signifies successful investment choices. However, when it comes time to sell these assets, the looming capital gains taxe...

Read More
7 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 8 min read
  • Mar 21, 2025

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

Introduction: The Hidden Tax Traps of Selling Investment Property Selling an investment property can be an exciting financial milestone, but it also comes with potential tax pitfalls that ca...

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

Introduction: The Hidden Tax Traps of Selling Investment Property Selling an investment property can be an exciting financial milestone, but it also comes with potential tax pitfalls that ca...

Read More
8 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 5 min read
  • Mar 06, 2025

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

When selling highly appreciated assets, the prospect of facing significant capital gains taxes can be daunting. Many investors are drawn to strategies that promise tax deferral but are often...

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

When selling highly appreciated assets, the prospect of facing significant capital gains taxes can be daunting. Many investors are drawn to strategies that promise tax deferral but are often...

Read More
5 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 6 min read
  • Nov 21, 2024

A Capital Gains Tax Strategy for Business Owners

Facing the Capital Gains Cliff: How Horizon Wealth and Their Team Can Help You Exit Your Business Efficiently and With Confidence As a business owner, you've spent years, maybe even decades,...

A Capital Gains Tax Strategy for Business Owners

Facing the Capital Gains Cliff: How Horizon Wealth and Their Team Can Help You Exit Your Business Efficiently and With Confidence As a business owner, you've spent years, maybe even decades,...

Read More
6 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 6 min read
  • Nov 21, 2024

Introducing the DTS (Deferred Tax Strategy)

If you’re an investor considering the sale of a highly appreciated asset—be it a business, real estate, or a collection of investments—you’re likely bracing for the financial impact of capit...

Introducing the DTS (Deferred Tax Strategy)

If you’re an investor considering the sale of a highly appreciated asset—be it a business, real estate, or a collection of investments—you’re likely bracing for the financial impact of capit...

Read More
6 min read
Prev Page
 1 2
Next Page

Dan Blair

Daniel Blair is the Founder, CEO, and CCO of Horizon Wealth and HW Tax Strategies. With a deep commitment to helping affluent individuals, business owners, and entrepreneurs preserve and grow their wealth, Dan leads his firms with a focus on engineering smart solutions to complex tax challenges. His approach centers on mitigating and deferring taxes through innovative strategies tailored to each client’s unique financial landscape. Guided by a strong faith in God, Dan believes we are all called to be good stewards of the resources entrusted to us. This belief inspires a mission-driven approach to financial planning and tax strategy. His passion lies in empowering clients to maintain and expand their wealth through thoughtful, strategic tax solutions.

twitter
Copy-to-clip

Blog Posts by “Dan Blair”
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 7 min read
  • Apr 10, 2025

Maximizing Tax Benefits on Highly Appreciated Assets: Strategies for Deferral and Growth

Owning highly appreciated assets, such as real estate or a business, signifies successful ...

Read More
7 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 8 min read
  • Mar 21, 2025

Case Study: Selling Real Estate and Navigating Capital Gains Taxes—A 1031 Exchange Alternative

Introduction: The Hidden Tax Traps of Selling Investment Property Selling an investment pr...

Read More
8 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 5 min read
  • Mar 06, 2025

Quantifying and Stating the Four Misconceptions About the Deferred Tax Strategy

When selling highly appreciated assets, the prospect of facing significant capital gains t...

Read More
5 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 6 min read
  • Nov 21, 2024

A Capital Gains Tax Strategy for Business Owners

Facing the Capital Gains Cliff: How Horizon Wealth and Their Team Can Help You Exit Your B...

Read More
6 min read
Deferred Sales Trust
Image of Dan Blair
Dan Blair
  • 6 min read
  • Nov 21, 2024

Introducing the DTS (Deferred Tax Strategy)

If you’re an investor considering the sale of a highly appreciated asset—be it a business,...

Read More
6 min read
Prev Pagination 1 2 Next Pagination