Oil and Gas Tax Break for High Earners
Tuesday, November 18
I learned this the hard way helping a friend who thought his oil & gas deal would offset his W-2 income. The K-1 said “GP,” so he assumed non-passive treatment. Then we read the documents. The entity limited liability, which generally converts those losses into passive. That one line in the a...
Why some high earners should slow down on 401k contributions
Friday, November 07
I used to think maxing the 401k was always the smart move. That is what the corporate meeting said. That is what the internet said. Then I started buying real estate and saw what real tax benefits look like in real life. Here is the issue. A lot of BiggerPockets readers are not going to have less...
What Family Offices Do Differently, And What That Means For Passive In
Monday, November 03
In my engineer days, I thought I was being smart by stuffing every spare dollar into broad index funds and a target date fund. Then a rough quarter hit, rates moved up, and I watched seven figures swing on my screen in a single season. That was my cue to study how durable families actually manage...
How to Decumulate Without Regret: Lessons From Helping First-Gen MMs
Tuesday, September 23
I still remember working with a client — an engineer who built a $4.2M portfolio through smart investing and 20+ years of disciplined saving. You’d think someone like that would feel secure in retirement. But he was stuck. Despite being financially independent, he wouldn’t let himself spend more ...
How the 2025 Tax Law Brings Bonus Depreciation Back to 100%
Monday, August 18
When I bought my first rental property back in 2009, I thought real estate was only about cash flow and appreciation. Taxes? That was something I left to my CPA. Over time, I learned that tax strategy is one of the biggest levers in this business. And in 2025, real estate investors just got a hug...
Getting into the numbers on multifamily apartment due diligence for LP
Tuesday, June 24
The Numbers That Made Me Walk From a 300-Unit Deal How LPs Can Do Smarter Due Diligence in Multifamily Syndications When I was just getting started in real estate, I thought “due diligence” meant reading the offering memorandum and trusting the IRR projections. But over time—and through 70+ syndi...