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Why You Should do Year End Tax Planning

Friday, November 17

Once December 31st has come and gone, your tax liability for the tax year will be set in stone. Until then, and especially now that your final tax picture for the year is becoming clearer, year-end tax planning presents a unique last chance to lower your tax bill. This frees up more money for you...


Who is on YOUR Wealth Building Team?

Friday, October 20

Successful real estate investors and business owners have one thing in common: they always have a team of experts at their disposal. Creating a ‘power team’ is vital to your wealth building strategy, and you will certainly be lost without experts to advise and guide you on your entrepreneurial jo...


Generating Cash for Real Estate Deals – Self-Directed IRAs

Thursday, September 14

Self Directed IRAs Investing IRA funds in real estate used to be quite complicated, time-consuming, and expensive. Deals had to be administered by IRA custodians every step of the way, complicating the process, and fees had to be paid to the custodian every time the IRA made a move. Although much...


What Every Investor Needs to Know About the Compliance Side of Entity

Friday, August 11

Investors typically have lots of questions regarding the compliance side of entity structuring. There are many things to consider such as states to register, tax filings, and what a properly set up business looks like. In this article, we will examine all the different aspects of compliance when ...


Legal Side of Entity Structuring for Real Estate Investors

Thursday, August 03

When choosing an entity for your real estate investment, it is vital that you understand the legal issues involved, so you can protect your assets. We have already explored the tax implications of entity structuring. In this article, we will look in depth at the LEGAL side of entity structuring, ...


Entity Structure Questions & Answers (Part 4)

Thursday, July 06

This is the final part of our series on Entity Structuring Questions and Answers. QUESTION: “A client came to me and asked why he did not get any stocks from an LLC. I told him that LLC does not issue stocks. He told me that he once went to an attorney to set up an LLC. He keeps insisting that th...