tax strategy

07/26/15: Tax Reform and Real Estate Investing with Steve Forbes and Grover Norquist

07/26/15: Tax Reform and Real Estate Investing with Steve Forbes and Grover Norquist

Tax policy can be a VERY polarizing issue.  Just think about what happened in Boston in the late 1700’s. However, tax considerations play a big role in the decisions real estate investors make when choosing markets, financing structures and hold terms.  All diligent real estate investors spend a lot of time with their tax strategist …

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02/22/15: New Tax Regulations Every Real Estate Investor Must Know

It’s said the only things which are certain are death and taxes. We think this could be modified to DEBT and taxes….especially when you consider the relationship between the two.  BUT…we’ll put our tin-foil hats in our lead cased fire-proof safe and focus on the tax…er, task…at hand. We were out in the Phoenix area …

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9/21/14: The Big Picture – Structures for Protecting, Preserving and Passing Your Wealth

9/21/14: The Big Picture – Structures for Protecting, Preserving and Passing Your Wealth

Most people we know (ourselves included) would like to be more organized. When it comes to investing and wealth management, great organization is more than just a convenience.  It’s a necessity.  Otherwise you risk losing everything you’ve worked so hard to build. So while doing deals and chasing profits is exhilarating, there’s a bigger picture …

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