How to Minimize Taxes Through Real Estate Investments

July 19, 2023
Row of houses, representing real estate investment and tax benefits.

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
Residential neighborhood, representing passive multi-family investments.

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
Exit sign, metaphor for exit planning for business owners.

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
Row of money houses, representing 1031 exchanges

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 >>

7 Alternative Investment Ideas

June 14, 2023
House atop coins to represent alternative investment ideas

Most traditional investments can be classified as stocks, bonds or cash and they tend to be more liquid. “Alternative investments” (also known as “alternative assets”) are those that cannot be classified into any of these standard investment categories. They aren’t… Read Now >>

More States Moving to Enact SALT Cap Workarounds with PTETs

June 7, 2023

More and more states are implementing new passthrough entity taxes (PTETs), according to the AICPA State and Local Tax Technical Resource Panel (SALT TRP). The goal of these new PTETs is to act as a workaround for the $10,000 SALT… Read Now >>

Get More from Your Self-Employed Health Insurance Deduction

May 31, 2023
Doctor's coat, representing self-employed health insurance deduction.

If you are a self-employed shareholder of at least 2% in an S-corporation, you may be subject to different tax laws. It is very important to understand how to report your health insurance expenses for the best tax benefits. Otherwise,… Read Now >>

Is Your Estate Plan Up-to-Date?

May 24, 2023
Estate plan concept.

Whether you are ultra-rich or just have some wealth and important assets worth protecting, you need an estate plan. Too many people and their families fall victim to poor estate planning each and every year. You want to make sure… Read Now >>

Help a Family Member Buy a House with a Family Home Loan

May 16, 2023
Handing a key over, family loan and AFR concept.

Do you have a family member looking to buy a home, but is in need of your financial assistance? Here is a great way to provide them with a personal home loan, while both you and them benefit from a… Read Now >>