About Tanya Davis

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So far Tanya Davis has created 64 blog entries.

We’ve Been Nominated, Best Financial Advisor of Long Island 2023!

Thank you for the Nomination! With 1.4 Million voters nominating their favorite businesses, Steve Davis, Safe Harbor Asset Management, Inc has been nominated for the Bethpage Best of LI 2023 Contest in the Best Financial Advisor of Long Island Category within the Services section!   Vote Today!!

2022-10-20T14:53:46+00:00October 19th, 2022|Professional Advisors, Recognition & Awards|

6 Keys to Optimizing Your Health, Longevity and Well-Being

It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to enjoy those benefits-but that we too often don’t bother. Enter Shawn Wells, a leading nutritional biochemist and dietitian. His book, The Energy Formula, lays out

2022-10-19T17:22:15+00:00October 19th, 2022|Health, Lifestyle|

Rising Interest Rates and the Effects on Net Lease Real Estate

As the Federal Reserve continues its aggressive efforts to rein in the highest inflation we've seen since the early 80's, many economists are increasingly concerned about how the Fed's rapid rates increases will impact the economy. Is a recession on the horizon, and how long could it last? As you know, raising the Federal Fund

2022-10-19T15:14:57+00:00October 19th, 2022|1031 Exchanges, Real Estate|

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|

Essential Things to Know About 1031 Exchanges and DST’s

Our newest guide, Tax-deferred Strategies for Real Estate, provides a comprehensive overview of the 1031 Exchange and DST investment strategy. If you have not yet downloaded your guide, do so now and learn more about: The origin of the 100-year-old 1031 Exchange The wide range of replacement properties you could own Basic rules and requirements

2022-08-26T18:04:16+00:00August 26th, 2022|1031 Exchanges, Real Estate|

Benefits of a DST 1031 Exchange

A Delaware Statutory Trust (DST) is a legal entity that allows you to co-invest with other investors in one or multiple real estate investment properties. A DST 1031 Exchange is when an investor completes a 1031 Exchange by purchasing DST interests as their replacement property. There are many potential benefits to doing so. Potential Benefits

2022-08-18T21:00:49+00:00August 18th, 2022|1031 Exchanges, Real Estate|

Selling Property vs. 1031 Exchange

Let the math do the talking in this illustration of the financial advantages of a 1031 Exchange. In the past we have introduced readers to the concept of a 1031 Exchange, highlighting the process of an exchange and several critical timelines to follow. We now want to help illustrate the power of tax deferral when

2022-08-18T16:16:05+00:00August 18th, 2022|1031 Exchanges, Real Estate|
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