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Latest Articles

DST 1031 Exchange: Landlord Style Assets Without the Landlord Hassle

Feb 26, 2020

The IRS refined and created the 1031 internal revenue code decades ago but within the past 20 years a Delaware Statutory Trust (DST) fund gave people another option to defer their taxes. When selling a business or investment property there may be large gains made on...

Opportunity Zone Investing

Jan 29, 2019

Opportunity Zones are areas of the United States, certified by the US Treasury and the IRS, which exist for investors to receive preferential tax treatment in exchange for investing long term in areas designated by the governors of each state. With specialized...

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FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. 

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC of which is independent of CIS and CAM. To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

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