Latest
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11 Reasons to Consider a 1031 Exchange
Deferring capital gains taxes might be at the top of the list, but growing your portfolio and your wealth and helping with estate planning are also compelling reasons.
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Delaware Statutory Trust: A Viable Alternative to Debt Replacement
Using a DST would not only meet the debt replacement requirement in a 1031 exchange, but the DST could also help the investor diversify their portfolio.
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Controversial Capital Gains Tax Upheld in Washington
Capital Gains The state’s historic long term capital gains tax is projected to bring in $1 billion over the next two years.
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Five Tax Moves Retirees Should Consider Before Dec. 31
Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
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Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
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Three Strategies to Build Wealth and Secure Your Financial Future
Here are three strategies to keep in mind as you embark on your path to wealth accumulation and financial security.
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
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1031 Exchange: Do You Know Your ‘Like-Kind’ Options?
You might have some misconceptions about what kinds of real estate investments qualify for your 1031 exchange. Read on for a definitive list of your like-kind options.
