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Zoellner Whole Financial PLLC

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David R. Zoellner Sr. and his associates work closely with real estate sellers and business sellers to defer the taxes on large transactions. Often times, a Commercial Broker will close on the sale of commercial property for their client and will be seeking to complete a 1031 Exchange into another property. - October 25, 2019
Zoellner Whole Financial PLLC Strengthens Professional Alliances with Commercial Real Estate Brokers by completing 1031 Exchanges into a Delaware Statutory Trust enhancing the relationship between the Commercial Real Estate Broker and their large Commercial Real Estate Client. January 14th 2019 a High... - March 14, 2019
Zoellner Whole Financial PLLC sponsored an informational seminar about Durable Income Strategies and by combining multi durable income securities together, investors can have multi drivers of return without having bond or equities’ volatility have any effect on their outcomes. - February 21, 2018
Zoellner Whole Financial PLLC sponsored an informational webinar about Deferred Installment Sales using IRC 453 to complete large transactions and defer the taxes which are 30% or higher on the sale of a business or a commercial property that has been held for a long period and has low cost basis and highly appreciated. - February 21, 2018
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