Tax Planning

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|

The Top 5 Misconceptions About 1031 Exchanges In 2022

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion: Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year,

2022-08-11T19:49:37+00:00August 4th, 2022|1031 Exchanges, Asset Protection, Real Estate, Tax Planning|

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

2021-11-18T20:09:27+00:00October 28th, 2020|1031 Exchanges, Asset Protection, Tax Planning|

Three Questions to Answer Before You Purchase Life Insurance

Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy-the money that the insurance company pays out in the event of the insured’s death. But navigating the life insurance landscape can be tricky-and

2021-11-18T21:00:19+00:00July 14th, 2020|Family, Financial Planning, Insurance, Tax Planning, Wealth|

Want to Promote Family Entrepreneurship? Consider a Family Bank

A key objective among many single-family offices serving Super Rich families (those with a net-worth of at least $500 Million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies. With that in mind, the Super Rich are embracing ways to develop the business acumen of

2020-10-22T20:35:39+00:00July 6th, 2020|Asset Protection, Family, Tax Planning, Wealth|
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