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The Corporate Transparency Act: A New Era for Real Estate Investors

Friday, March 01

In recent years, the real estate market has seen a significant rise in the use of Limited Liability Companies (LLCs) as a preferred vehicle for property ownership. Offering liability protection and flexibility, LLCs have become a staple for investors seeking to safeguard their assets and streamli...


Basis: Calculating Profit on the Sale of Your Primary Residence

Thursday, February 29

I know what you are thinking... "Sell my primary residence, NEVER!" Sometimes even the savviest Real Estate Investor needs to sell a primary residence. Yes this is a valid exit strategy. Selling a primary residence can be a significant financial decision, often accompanied by complex tax consider...


Understanding Beneficiary Deeds: A Powerful Tool in Real Estate Plans

Wednesday, February 28

In the realm of real estate planning, beneficiary deeds have emerged as a valuable and flexible tool for property owners seeking to streamline the transfer of real estate assets to their heirs or designated beneficiaries. These deeds offer a straightforward and cost-effective alternative to tradi...


Pros and Cons of the Home Office Deduction for Real Estate Investors

Wednesday, February 28

Navigating the Pros and Cons of the Home Office Deduction for Real Estate Investors As the landscape of real estate investment continues to evolve, savvy investors are constantly seeking ways to maximize their returns and minimize their tax liabilities. One strategy that often comes into play is ...


Importance of Regularly Reviewing and Updating Beneficiary Information

Wednesday, February 28

As a professional navigating the complexities of financial planning, it's crucial to underscore the significance of regularly reviewing and updating beneficiary information on our financial accounts. This simple yet often overlooked task can have profound implications for our loved ones and the l...


Understanding the Kiddie Tax: Consultation with Your CPA is Crucial

Wednesday, February 28

Understanding the Kiddie Tax: Why Consultation with Your CPA is Crucial As the tax season approaches, families across the United States are gearing up to file their annual returns. Amidst the myriad of tax laws and regulations, one area that often raises questions is the Kiddie Tax. This provisio...