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Private Client Access: Tax Savings On Luxury Homes with J.P. Morgan Private Bank 

Michael Balliet
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Welcome to a brand new series here on the channel, Private Client Access, where I take you behind the scenes of luxury real estate, finance and business with some of the titans of industry in Coastal Orange County.
In this episode we are sitting down with Ethan Morgan, Managing Director & Market Manager of J.P. Morgan Private Bank Orange County, to discuss tax advantage solutions for purchasing luxury homes.
Be sure to LIKE and SUBSCRIBE for more luxury property tours, off-market properties and behind-the-scenes looks at the luxury lifestyle and real estate market in Orange County, California.
✅ Let's Connect:
Instagram: / michaelballiet
Facebook: / michaelballiet
LinkedIn: / michaelballiet
Website: www.sellingtheoc.com/
#luxuryrealestate #luxuryhomes #privateclientaccess

Опубликовано:

 

16 мар 2023

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Комментарии : 9   
@ryanshannon6963
@ryanshannon6963 2 месяца назад
Hmm...maybe refinance funds directly inserted into SDIRA's? After going through about 12 minutes of the interview, you've earned a sub, sir! I'll also probably be talking to JPM Private Client (as I'm starting a new home build to sell, then already developing a duplex to sell), I think the expertise that Private Client advisors may have will be quite beneficial. I hope they're all as knowledgeable as this gentleman. Thank you for this informative video!
@yamuiemata
@yamuiemata Год назад
Nice informative interview
@NestaAstern
@NestaAstern Год назад
Thank you.
@Waldorf2332
@Waldorf2332 Год назад
Love the content! Thank you
@MichaelBalliet
@MichaelBalliet Год назад
Glad you enjoy it!
@KA-pq8xw
@KA-pq8xw Год назад
Top notch sauce recipes
@alyssaangel1094
@alyssaangel1094 Год назад
goated 💯 🙌
@hungryforsuccess777
@hungryforsuccess777 10 месяцев назад
KEEP GOD 1ST❤️
@hungryforsuccess777
@hungryforsuccess777 10 месяцев назад
JESUS IS LORD❤️
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