How to Use a DST 1031 Exchange to Diversify Your Real Estate Portfolio and Reduce Risk. Learn 1031 exchange investment strategies & the benefits of diversification through multiple […]
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April 30, 2023
DST Diversification: Mitigating Risks and Enhancing Returns
April 27, 2023
Monetized Installment Sale - IRS Dirty Dozen
Every year, the IRS publishes its "Dirty Dozen," a list of transactions and arrangements taxpayers should avoid. In a recent report, the agency emphasized four potentially abusive transactions/arrangements […]
April 26, 2023
What Is a Registered Investment Advisor?
Making financial decisions requires expertise and knowledge to avoid making a mistake. What are registered investment advisors, and how do they help? Let’s explore the requirements to become […]
April 25, 2023
Things To Consider Before Investing in an Opportunity Zone
Opportunity Zones often represent economically compromised communities that desperately need revitalization and investment. Opportunity Zone Funds are private or public partnerships, allowing the government to incentivize investors to […]
April 21, 2023
What To Expect When You Hire a Fiduciary Consultant
Fiduciary consultants are individuals or organizations with the legal duty to act in the client’s best interest. They create a trustworthy bond with a client while avoiding conflicts […]
April 21, 2023
5 Things To Know Before Starting Your 1031 Exchange Process
A 1031 exchange can offer many tax advantages. This investment originates from Section 1031 of the United States Internal Revenue Code and postpones capital gains taxes on sales […]
April 19, 2023
The Differences Between 721 and 1031 Exchanges
Investing in real estate comes with its pros and cons, and knowing how to pursue property investment successfully takes time and knowledge. So, here are the differences between […]
April 18, 2023
IRC 453a and Installment Sales: What Taxpayers Need To Know
IRC 453a is a tax provision that allows taxpayers to defer the tax on certain installment sales. This article simplifies and explains this provision in plain language for […]
April 11, 2023
Section 453 Deferred Sales Trust: Simplified and Explained
Section 453 Deferred Sales Trust is a tax strategy real estate owners use to defer tax payments and maximize their capital gains. You can learn more about how […]
April 3, 2023
Protected: Deferred Sales Trust California: An Overview
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March 31, 2023
What Is the Holding Period for Opportunity Zone Investments?
In economically distressed communities, Qualified Opportunity Zones offer the potential for preferential tax treatment through certain conditions. How do Opportunity Zones work, what are the qualifications, and how […]
March 29, 2023
What is Paydown Readvance Zero Cash Flow Investment?
What is a Paydown Readvance? Paydown/readvance is a loan structure allowing borrowers to pay down their loan balance and re-borrow the same amount. The most common use is […]
