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Using Life Insurance to Fund a Tax Deferred Asset

Friday, June 09

Many of my clients utilize a tax deferred structure for tax planning and wealth management purposes (attorney fees, real estate, incomplete 1031 Exchange, business sale, etc.) While an excellent product and wealth building strategy, it does require future considerations for the impending tax bill...


SBA Loan Deals Are Closing: What You Need To Know To Get Your Deal Closed

Tuesday, November 13

 A great new blog from our General Counsel, Brian Michaels.  Enjoy…We talk with a lot of folks in the real estate business and many times the conversation turns to financing. Often it is a question of do you know who is lending these days.Well, lenders are lending – at least that is what I have h...


SBA Loan Deals Are Closing: What You Need To Know To Get Your Deal Closed

Tuesday, November 13

 A great new blog from our General Counsel, Brian Michaels.  Enjoy…We talk with a lot of folks in the real estate business and many times the conversation turns to financing. Often it is a question of do you know who is lending these days.Well, lenders are lending – at least that is what I have h...


Looking for a “parking lot” on failed 1031 Exchanges?

Monday, October 15

http://brookhollowfinancialrealestate.wordpress.com/2012/10/09/looking-for-a-parking-lot-on-failed-1031-exchanges/ NOTE: This post assumes background knowledge of structured sales.  If you are unfamiliar with structured sales, please review previous posts (Selling Real Estate or a Business? Consi...


Helping real estate developers maximize capital during the recovery

Monday, October 15

http://brookhollowfinancialrealestate.wordpress.com/2012/10/08/helping-real-estate-developers-maximize-capital-during-the-recovery/ I used to feel bad for my developer friends. It is bad enough they pay income tax vs. capital gain tax on their gains, and the hit is doubled since their assets do n...


Finally, access to a line of credit on your structured sale

Monday, October 01

I am excited about this blog, since many of you over the years have been asking us for this service and now we can help… “Can we get a line of credit based on our tax deferred structure?”  This question has been a source of frustration because over the last 6 years the answer (up to this point) w...