Recession Resilience in 2021 for 1031 Exchanges

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of the hottest markets. Urban areas were seeing some of the highest prices in history. Seemingly overnight investors could no longer visit their replacement properties, banks pulled out of loans, & rental properties realized

2020-12-23T15:54:45+00:00December 23rd, 2020|1031 Exchanges, Asset Protection, Investments, Real Estate|

Boost Your Efficiency and Effectiveness-at Work, at Home and in the World

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed? The good news! It can be easier than you might think to increase your overall effectiveness and efficiency. For advice, we

2020-12-07T16:42:52+00:00December 7th, 2020|Business Tips, Lifestyle|

We Recognize Veterans Day by Helping Veterans In Need

Please join us in recognizing Veterans Day by helping our veterans in need. Your generous donation will help veterans through the Wounded Warriors Project.   Your generous, tax-deductible donation to Wounded Warrior Project® (WWP) will change the lives of over 1 million injured warriors, caregivers, and family members. You will help bring independence back to our

2020-11-11T17:05:28+00:00November 11th, 2020|Family, Philanthropy|

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|

How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be tallied in key states. Whatever your politics may be, we hope you're all managing your stress from Election Fatigue. How do you think the Presidential Election will impact your business in real estate?

Happy 10/31 Day

Support the Retention of 1031 Exchanges   Tell your elected officials how 1031 Exchanges have benefited you, your business, and your community. Since 1921 1031 Exchanges have been a vital part of the U.S. Tax Policy. Oppose the proposals to eliminate IRC section 1031 Exchanges in the law's present form.   Talk to Congress Today

2020-10-28T15:00:48+00:00October 28th, 2020|1031 Exchanges, Asset Protection, Tax Planning|

Best Practices for Successfully Working from Home

The number of at-home workers has skyrocketed this year as the novel Corona Virus caused companies across the country to temporarily lock their doors. As a result, some business experts are suggesting that remote working-already a well-established trend-will become an increasingly common way for many companies and their employees to get the job done. If

2020-10-22T20:09:53+00:00October 22nd, 2020|Business Tips, Lifestyle|

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

Buy Experiences, Not Stuff. Here’s Why.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The

2020-10-22T20:12:34+00:00August 26th, 2020|Health, Lifestyle|

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|
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