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Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
Tax Planning: Strategies for Today’s Entrepreneurs
August 23, 2023
Tax planning should be a top priority for any entrepreneur. Whether you own a large corporation or a small family business, you will benefit from implementing smart tax strategies. Proper tax planning needs to be done for your business income… Read Now >>
Is a Family Office a Good Wealth Management Strategy?
August 16, 2023
If you are an ultra-high-net-worth individual (UHNWI), you have many important financial issues to consider. Managing significant wealth can bring unique challenges. Having a trusted wealth management advisor (or team of financial specialists) can help you make better decisions with… Read Now >>
Why You Should Treat Your Investments Like a Business
August 9, 2023
Nobody ever said being a successful investor was easy. It takes smart planning, strategic diversification and good timing. You need to know which moves to make and when. Some investment strategies are ideal for short-term gains and tax advantages. Others… Read Now >>
How Market Trends Affect Your Multi-Family Investments
August 2, 2023
Multi-family real estate tends to be a little different than regular single-family properties when it comes to changing market conditions. If you are new to investing in rental income properties—especially multi-family properties—it is important to understand how past, present and… Read Now >>
Building a Diversified Portfolio for Entrepreneurs
July 26, 2023
For many small business owners, their business is their life. They pour everything they have into making it success—physically, emotionally and financially. This is often what it takes to get a business off the ground and keep it growing. However,… Read Now >>
How to Minimize Taxes Through Real Estate Investments
July 19, 2023
Real estate is widely considered to be one of the safest long-term investments around. There will always be need for residential housing, commercial property and raw land. Many entrepreneurs make real estate investing their full-time business and it can be… Read Now >>
Passive Income Benefits of Multi-Family Real Estate Investments
July 12, 2023
There are many different ways you can invest in real estate. One of the most common strategies is owning rental income properties. You get a steady source of monthly income, while also benefitting from long-term appreciation of the property value.… Read Now >>
The Secrets to Successful Exit Planning for Business Owners
July 7, 2023
As a business owner, it’s important to have an exit plan (or multiple plans depending on certain contingencies that may arise in the future). You want to protect yourself, your financial portfolio and your family when it is time to… Read Now >>
The Real Estate Investment Benefits of a 1031 Exchange
June 30, 2023
An IRC Section 1031 tax-deferred exchange (or simply “1031 exchange” for short) is an important tax strategy to understand if you own investment real estate or real estate for business purposes. It can be utilized for any non-owner-occupied property, including… Read Now >>
Can You Deduct Home Office Cleaning Services?
June 21, 2023
Many people have home offices that may qualify for the home-office tax deduction. This is true if you run your primary business from home, work a remote/hybrid schedule or do freelance work on the side. You could be eligible for… Read Now >>
