Trying to understand our fees unrelated to our 1031 DST advising services? Contact us. The Delaware Statutory Trust “Dirty Little Secret” If you’re familiar with our book Financial Tales or […]
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June 4, 2020
Real Estate Like Kind Exchange Rules
Are you looking to sell one or more of your investment properties? Do you hesitate because of the four taxes you would have to pay immediately? What if […]
January 14, 2020
1031 Exchange vs. Delaware Statutory Trust: 10 Reasons to Consider Delaware Statutory Trust
Avoid Financing Obstacles In a 1031 exchange transaction, the debt placed or assumed on the replacement property must be equal to or greater than the debt relieved in […]
January 14, 2020
Why Real Estate Brokers Recommend DSTs to Their Clients
1. DSTs Make Great Back Up Properties You’ve sold a property and you’ve identified a replacement property. Unfortunately, for a variety of reasons, the replacement property can’t settle […]
January 14, 2020
Delaware Statutory Trusts Can Help Clients
Delaware Statutory Trusts can help clients: • Defer long term capital gains and depreciation recapture • Receive tax-advantaged income • Provide heirs with a stepped-up cost basis • […]
January 14, 2020
Delaware Statutory Trust Case Studies
Case Study #1 - A local CPA explains how their client was selling a property and would have to pay both a substantial capital gains tax and depreciation […]
July 2, 2019
Stock Market Trump Vs Obama
A When to When Tale (Perception and Reality) I received a phone call in late June of 2019 from Vincent that wanted some advice with respect to the […]
September 13, 2017
FIXED VS VARIABLE ANNUITIES: AN ALTERNATIVE TALE
Before making an investment decision people need to ask themselves, “Is there a better alternative? Is there something better to invest in than what I am considering?” If […]
December 23, 2015
WHY SHOULDN’T I USE A FINANCIAL CHECKLIST?
"So Carlos, what do you think about when you step up to the tee on a par 5?" I recently got this question from a friend and I […]
September 6, 2015
A HOMEOSTATIC TALE: "A BRAVE NEW WORLD"
One of the great gifts that humans have is the ability to self-regulate. For example, the body’s ability to maintain a constant temperature stems from its ability to […]
September 3, 2015
FAMILY SAVINGS: A TALE OF TEAMWORK
An essential component of financial success is the need to assemble a team of trusted advisors. Other than practicing the discipline of saving money I think it’s the most […]
September 3, 2015
A TRANSFORMATIVE TALE: "LIKE US, THERE'S MORE THAN MEETS THE EYE"
In A Practical Tale, we learned the importance of understanding the expected behavior of asset classes, which of course impacts the expected behavior of your portfolio. We can be […]
