Monthly Archives: September 2022

Smart Money Moves to Make While You’re Still Mentally Sharp

As we age, we tend to lose some of our cognitive abilities-and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning sometime in their 60’s or 70’s. When you consider that there are some 10,000

2022-09-21T20:15:28+00:00September 21st, 2022|Financial Planning|

Learn How to Take Cash and Avoid Boot at the Sale of Your Relinquished Property

Creating Tax-Free Liquidity with a Delaware Statutory Trust The incentive of a 1031 Exchange is to allow a taxpayer to defer 100% of their capital gains tax liability when selling an investment property. But what are you to do if you would like to take cash out at the sale of your property? Can you

2022-09-16T15:59:38+00:00September 16th, 2022|1031 Exchanges, Real Estate|

How to Maximize Your Cash Flow With a 1031 Exchange

A Case Study on the Tax-Advantaged Power of a Delaware Statutory Trust The year is 2002, and it is the beginning of a story about the American Dream. Two first-generation American brothers had achieved the pinnacle of success their immigrant parents had always dreamed of. They had worked through college and med school to become

2022-09-08T17:27:33+00:00September 8th, 2022|1031 Exchanges, Asset Protection, Family, Real Estate, Tax Planning|
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