There’s Still Time to Shelter Gains for Tax-Free Growth Although 2022 was a very challenging year for investment returns, some stocks performed better than others. For example, there were multiple…
Rental Market Stays Solid Amidst Declining Home Starts Click Here To Download The Latest White Paper: “Investing In Opportunity Zones For Tax Advantages and Growth” Bond yields are back on…
Putting The Power Of Opportunity Zone Funds To Work One of the narratives currenting surrounding markets, inflation, monetary policy, federal deficits and geopolitics is that offsetting currents are leaving investors…
Putting In Place A Long-Term Tax-Favored Inflation Hedge The investing landscape is taking on a whole new narrative. Soft landing, hard landing … how about no landing? Such is the…
Building Predicable Growth Through Non-Organic Means Six and a half weeks into 2023, and the markets seem to be no more certain about inflation, interest rates, Fed policy and the…
A Pinpoint Plan For Opportunity Zone Investors The 2023 tax season is fully underway, and RIA’s, CPA’s, tax planners and investors alike are contemplating the best and most tax-efficient solutions…
Targeting Qualified OZ Funds For Capital Gains And Real Estate Sales The ongoing debate about how much further the Fed will go with rate hikes may be driving the narrative…
Optionality of Rolling Real Estate Profits Into Multi-Family Property Fund The debate over whether the Fed is going to keep raising rates despite the lower CPI data continues to rage…
Markets About To Experience An Inflation Epiphany The bearish sentiment that has permeated both equity and real estate markets for the past year has found little solace as the mantra…
180-Day Lookback Period Shrinking With Each Passing Day While the 2022 calendar year may have come and gone, the window for sheltering capital gains realized in 2022 hasn’t closed quite…
