Asset Protection

How to Maximize Your Cash Flow With a 1031 Exchange

A Case Study on the Tax-Advantaged Power of a Delaware Statutory Trust The year is 2002, and it is the beginning of a story about the American Dream. Two first-generation American brothers had achieved the pinnacle of success their immigrant parents had always dreamed of. They had worked through college and med school to become

2022-09-08T17:27:33+00:00September 8th, 2022|1031 Exchanges, Asset Protection, Family, Real Estate, Tax Planning|

The Top 5 Misconceptions About 1031 Exchanges In 2022

After a tsunami of a year facilitating 1031 Exchange transactions, we found there are many misconceptions among investors about 1031 Exchanges. Here are five of the most common areas of investor confusion: Reverse Exchanges Are Quick & Simple: Identifying replacement property in a hot market was a challenge for 1031 Exchangers this past year,

2022-08-11T19:49:37+00:00August 4th, 2022|1031 Exchanges, Asset Protection, Real Estate, Tax Planning|

A Wall Around Your Wealth: The Importance of Asset Protection

Success can come with a major downside: It can make you a potential magnet for lawsuits-including frivolous and unfunded ones-and other other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued. Maybe it was you! That means you’ve got

2022-01-03T21:34:30+00:00January 3rd, 2022|Asset Protection, Financial Planning, Insurance|

Big Wealth Mistakes the Super Rich Don’t Make

No one is perfect-not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made Super Rich- a group we define as those with a net worth of $500 Million or more that they earned through efforts such as starting a business. These extremely wealthy individuals

2021-11-01T20:57:58+00:00November 1st, 2021|Asset Protection, Wealth|

Quit Being a Landlord & Retire: How DST’s Help Retirees Find Time & Freedom!

Great news! Your CPA has informed you, "you will make a lot of money through your real estate portfolio...the bad news, you will have to cut a fat check to the IRS; you're getting killed on capital gains taxes and depreciation recapture." Sure, you're familiar with the 1031 Exchange Tax Code. You are at the

Top Benefits for Real Estate Investors to Spring into DST’s

Delaware Statutory Trust’s (DST’s) are legal entities that allow for fractional ownership of real estate assets by accredited investors. Beneficial interest in a DST is treated as direct interest in real estate for tax purposes, qualifying as “like-kind” property in a 1031 Exchange. Investors can defer taxes by exchanging real property for an interest in

Recession Resilience in 2021 for 1031 Exchanges

Up until 9 months ago when the Coronavirus (COVID-19) officially impacted the United States, commercial real estate investors were experiencing one of the hottest markets. Urban areas were seeing some of the highest prices in history. Seemingly overnight investors could no longer visit their replacement properties, banks pulled out of loans, & rental properties realized

2021-11-18T20:39:52+00:00December 23rd, 2020|1031 Exchanges, Asset Protection, Investments, Real Estate|

How Do You Think the Presidential Election Will Impact Your Business in Real Estate?

Today is November 6, 2020, three days post-Election Day. Like all of you, we anxiously wait as the results continue to be tallied in key states. Whatever your politics may be, we hope you're all managing your stress from Election Fatigue. How do you think the Presidential Election will impact your business in real estate?

Happy 10/31 Day

Support the Retention of 1031 Exchanges   Tell your elected officials how 1031 Exchanges have benefited you, your business, and your community. Since 1921 1031 Exchanges have been a vital part of the U.S. Tax Policy. Oppose the proposals to eliminate IRC section 1031 Exchanges in the law's present form.   Talk to Congress Today

2021-11-18T20:09:27+00:00October 28th, 2020|1031 Exchanges, Asset Protection, Tax Planning|

Choosing an Executor for Your Estate

Here’s an uncomfortable truth you need to accept. Someday-hopefully in the very distant future-you are going to die. The good news: You can make that moment easier on your heirs by taking a few simple steps. One of the best ways, financially, to prepare now for that time is to choose a person to be

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