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What Real Estate Investors Need to Know About Trump’s One Big Beautiful Bill

By | on 07, Aug 2025 |   Featured Real Estate Investors Taxes

The recently passed One Big Beautiful Bill Act (OBBBA) is a sweeping overha[...]

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Why Real Estate Investors Need an Estate Plan

By | on 20, Mar 2025 |   Estate Planning

An important objective in developing relationships with our clients is to b[...]

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Selling Vacant Land? You Can Defer Your Capital Gains Tax With a 1031 Exchange

By | on 20, Feb 2025 |   1031 Exchange

Selling vacant land can be a lucrative opportunity for investors, but it of[...]

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Real Estate Tax Deferral Strategies Utilizing the DST - 2nd Edition Now Available

By | on 06, Feb 2025 |   1031 Exchange DST

I am very excited to announce that the second edition of my recent book, Re[...]

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Paul Getty’s 10 Real Estate Trends for 2025

By | on 04, Feb 2025 |   Real Estate Investors

As we enter 2025, the commercial real estate sector is poised for a potenti[...]

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Striving to Make the Most of Your Capital Gains with a 1031 Exchange

By | on 31, Oct 2024 |   Taxes Capital Gains

When selling an investment property, one of the most common concerns is how[...]

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Baby Boomers & the 1031 Exchange

By | on 03, Oct 2024 |   1031 Exchange

As Baby Boomers approach or enter retirement, preserving and growing wealth[...]

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Conducting a 1031 Exchange on Jointly Owned Property

By | on 26, Sep 2024 |   Taxes Investor

Most real estate investors are familiar with the benefits of a 1031 exchang[...]

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FIRPTA Issues in 1031 Exchanges: What Foreign Investors Need to Know

By | on 25, Sep 2024 |   1031 Exchange

Foreign investors looking to sell U.S. real estate may encounter significan[...]

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Tax Shelters for Taxpayers

By | on 16, Aug 2024 |   Taxes

Effective tax planning is essential for maximizing your financial success. [...]

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