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About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
Careers
Blog
Home
About
Who We Are
What We Do
Who We Serve
Where We Give
Publications
Books
White Papers
Media
In the News
Webinars
Podcasts
Careers
Blog
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How Opportunity Zones Can Wipe Clean Your Capital Gains
March 31, 2023
This is the fifth video in this series. In the first four, we identified real estate investment opportunities,...
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How to Leverage 1031 Exchanges for Tax Savings
March 28, 2023
In the last three videos we’ve talked about real estate investing, capital gains, depreciation,...
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Just How Fragile is the Banking System?
March 24, 2023
With all the news of bank failures, just how fragile is the banking system today and what, if anything,...
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Deferral of Gains on Real Estate Investments
March 21, 2023
I’ve previously talked about real estate as an investment asset class. Of course, the challenge already...
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Taxation of Real Estate Investments
March 16, 2023
If you’re a real estate investor, of course one of the big bugaboos is real estate taxation –...
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Real Estate as an Asset Class
March 6, 2023
Real estate as an investment asset class. What are the merits? What are the pitfalls? How do you avoid...
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With Interest Rates Climbing, What To Do With Cash Right Now?
February 22, 2023
Interest rates are finally reverting to some sense of normalcy. For savers that’s great news. Now...
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Making This Tax Season Less Painful
January 31, 2023
Well, now that the holiday season’s over, we’re already looking at filing tax returns once...
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Secure Act 2.0: Now You Can Rollover a 529 to Roth IRA
January 18, 2023
So, in the last couple of videos we’ve talked about the Secure Act 2.0. Today, we’re...
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Secure Act 2.0 Extends IRA Required Minimum Distributions
January 10, 2023
Secure Act 2.0. This is the second in the series of videos talking about all the goodies in the...
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A Recap Of 2022: An Extreme Year For Investors and Making 2023 A Great Year!
January 4, 2023
Today we’re going to talk briefly about some of the bright spots on the horizon for 2023,...
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Will 2023 Be A Return To Normalcy?
November 29, 2022
Since the Great Depression in 1926, we haven’t seen such awful returns for balanced investors....
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