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Impending Estate Tax Exemption Changes Have Some Families Scrambling

By | on 14, Mar 2024 |   Estate Planning Capital Gains

In recent years, many high-net-worth families with large estates benefited [...]

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Investor Exit Strategies from 1031 Exchanges and DSTs

By | on 07, Mar 2024 |   Blog 1031 Exchange

In the world of real estate investing, particularly in the realm of 1031 ex[...]

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Tax Consequences of Converting a Primary Residence into a Rental Property

By | on 29, Feb 2024 |   Real Estate Investors DST

In a recent blog, we addressed the topic of converting a rental property in[...]

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When to Consider Opening a Self-Directed IRA

By | on 15, Feb 2024 |   Retirement Planning Investor

At the beginning of every new year, we encourage all our clients to review [...]

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Tax Authorities Cite Added Risks of Monetized Installment Sales and Deferred Sales Trusts

By | on 08, Feb 2024 |   1031 Exchange

In a past blog post, we summarized efforts by the California Franchise Tax [...]

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Demystifying Loan to Value (LTV) in DST 1031 Exchanges

By | on 01, Feb 2024 |   1031 Exchange DST

We are pleased to share this guest blog provided to our readers by Exchange[...]

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Safeguarding Your Wealth: An Introduction to Asset Protection for Real Estate Investors

By | on 25, Jan 2024 |   Blog Real Estate Investors Investor

As an investment property owner, you understand the importance of managing [...]

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Apartment Investment Trends to Watch in 2024

By | on 18, Jan 2024 |   Apartment Market Investor

The latest Emerging Trends in Real Estate report published by Price Waterho[...]

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Navigating the Nuances of 1031 Exchanges: Decoding “Cash Received” & “Cash Given”

By | on 11, Jan 2024 |   1031 Exchange

We are pleased to share this guest blog provided to our readers by Exchange[...]

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Making the Most of Your Rental Property Tax Benefits

By | on 30, Nov 2023 |   Blog 1031 Exchange

Owning rental properties can potentially be lucrative, providing a steady i[...]

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