About Ana Reano

This author has not yet filled in any details.
So far Ana Reano has created 37 blog entries.

Save 1031 Exchanges = Save Small Businesses

Under President Biden's April 28th tax proposals, two would affect the world of 1031 Exchange's. Under these two proposals, Section 1031 would be modified to: Eliminate the use of Section 1031 for deferring gains over $500,000. Eliminate the step-up cost basis at death. Since 1921 1031 Exchanges have been a vital part of the U.S.

2021-06-10T14:40:27+00:00June 10th, 2021|1031 Exchanges, Investments, Real Estate|

The Surprising Power of Connectedness

It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality? The good news: There’s a way to pursue those results that research has shown

2021-06-02T17:37:57+00:00June 2nd, 2021|Business Tips, Lifestyle|

Navigating Credit Card Rewards During COVID-19 Times and Beyond

The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and use those “oh so desirable” rewards doled out by our credit card companies, travel reward programs and the like. With that in mind, we reached

2021-05-05T17:20:49+00:00May 5th, 2021|Lifestyle|

Virtual Experiences We Think You’ll Love

When COVID-19 first hit, closures and lock downs made virtual resources the only way to see certain sites-drawing in viewers to virtual zoo tours and the like. A Forbes article reported that the number of searches for the term “virtual tour” soared from 1,300 in February 2020 to nearly 10,000 the following month, when cities

2021-04-13T17:07:40+00:00April 13th, 2021|Lifestyle|

Top Benefits for Real Estate Investors to Spring into DST’s

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in a DST is treated as direct interest in real estate for tax purposes, qualifying as “like-kind” property in a 1031 Exchange. Investors can defer taxes by exchanging real property for an interest in

“We, the Family”: The Benefits of a Family Constitution

Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members. What’s more, as wealthy families grow and expand over time, one

2021-03-02T17:58:46+00:00March 2nd, 2021|Family, Wealth|

Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should pay very close attention to.   How are they Licensed? RIAs are registered with the Securities and Exchange Commission (SEC) or their state securities regulator.   Broker-dealers are members of the Financial Industry

2021-02-19T18:00:08+00:00February 19th, 2021|Financial Planning, Investments, Professional Advisors|

The Power of Purpose in Reaching Audacious Goals

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results. One of the most important traits is a strong sense of purpose that drives what they do to become highly successful. There is

2021-02-08T17:25:23+00:00February 8th, 2021|Business Tips, Lifestyle|

The Many Benefits of Building a Family Brand

Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about-what we and our closest loved ones stand for as a unit. That means we may be missing a great opportunity to apply the

2021-01-05T17:54:20+00:00January 5th, 2021|Family, Lifestyle|

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|
Go to Top