4 November 2025 | 15 replies
For long-term wealth transfer use a family trust or family LLC to shift appreciating assets tax efficiently.
11 November 2025 | 8 replies
That money has a due date.
6 November 2025 | 37 replies
I'm about ready to file a complaint on them with the FDIC.Moral of the story, it's a nifty application but I would be careful about how much money you keep in that account.
23 November 2025 | 15 replies
If you are going to maintain outside employment to pay the bills, have the skillset be at least partially transferable.
17 November 2025 | 14 replies
The initial limited partnership syndications were terrible deals guaranteed to lose money - the investor was supposed to “harvest” tax losses.
12 November 2025 | 7 replies
I do realize I would lose about 25% of the money in the sale in taxes and depreciation recapture.
28 October 2025 | 10 replies
Each unit has separate entrances.2) I’ll be transferring utilities which I currently pay for.
15 November 2025 | 3 replies
Many areas that do not allow for an actual transfer of usages and need a re-application (even if just a formality) will be cutting it VERY Close.
11 November 2025 | 0 replies
A new broker had just transferred in from California, and he was given the desk in my office.
2 December 2025 | 7 replies
Transfer tax in Phila is 2.3% both sides!