Why Don't More Real Estate Investors Have Estate Plans?
Tuesday, April 15
"You don't choose your family. They are God's gift to you, as you are to them." -Desmond Tutu 4-minute read Estate Plans are a topic I bring up every year around tax time. You're thinking about money and taking inventory to prepare your taxes…stay focused on this important consideration. It's a s...
Being Alert to Possible Fraud
Monday, April 07
2-minutes to read 2-hours to implement Important dates: 1) Tuesday, April 15th, is the deadline to contribute to IRAs to have them count on this year's (2024) taxes. 2) It is also the deadline to claim the $1BN+ in unclaimed refunds for returns dating back to 2021. And one last thing: YOUR 2024...
Don’t Let Life Pass You By…
Monday, March 31
"I am the master of my fate, I am the captain of my soul." -William Ernest Henley 5-minute read Procrastination is a scourge that can have serious repercussions on your life. In fact, a 2008 study found that 40% of people have experienced some financial loss due to procrastination. This could be ...
Protect Your Profits: Common IRS Audit Triggers for REIs
Monday, March 24
Reading time: Just 2-minutes. A few weeks ago, when the IRS (Internal Revenue Service) fired 7,000 workers, we head-hunted one of the auditors we were dealing with on behalf of a client. With her extensive experience as an 'ex-IRS Auditor,' Holly brings a unique and insightful perspective into wh...
The First Step in Building Wealth
Monday, March 17
"Patience is bitter, but its fruit is sweet." -Aristotle 5-minute read >Consumer Debt>Better Decisions>The Power To Invest>The Marshmallow Test and the value of delayed gratification This week, I'm putting on my "financial coach" hat to encourage you to approach your finances in a ne...
Getting Info From The IRS, Without Stirring Unwanted Attention
Monday, March 10
"What simple action could you take today to produce a new momentum toward success in your life?" - Anthony Robbins 4-Minute Read There is a lot of fear and angst in our culture these days. Our culture has been deeply affected by tragic current world events such as the war in Ukraine and a general...