6 Tips for Creating a Comprehensive Financial Plan
Building a solid financial plan sets the foundation for achieving your life’s most important goals—from securing retirement and homeownership to growing your investment portfolio.
How to Evaluate Potential DST Properties: Key Metrics to Consider and Questions to Ask
Delaware Statutory Trusts (DSTs) offer a compelling entry into high-quality commercial real estate—especially for those executing 1031 exchanges.
Comparing DSTs with Other Passive Real Estate Investments
Passive real estate investing offers ways to build wealth without managing tenants or maintenance.
Selecting a 1031 Exchange Advisor: What To Consider
Facilitating a successful 1031 exchange is more than matching old and new properties—it requires navigating tight deadlines, strict IRS rules, and strategic tax decisions.
Installment Sales and Interest Charges Under IRC § 453 and § 453A
For real estate investors, the installment sale method under Internal Revenue Code § 453 is a popular strategy for spreading taxable gain recognition over multiple years—improving cash flow and aligning tax liability with payment receipt.
Depreciation Recapture and 1031 Exchanges: What Real Estate Investors Need to Know
Learn how to navigate depreciation recapture and 1031 exchanges to minimize tax liabilities when selling investment property.
Key Considerations for Out-of-State Transactions
Discover key tax and filing considerations for 1031 exchanges across state lines. Learn how to avoid state-specific pitfalls and protect your tax deferral.
A Tax Strategy Guide for Real Estate Investors
Learn how IRC Section 453A impacts installment sales for real estate investors and strategies to mitigate the "sting tax" on high-value transactions.
721 Exchange vs. 721 via DST: What’s the Difference?
Discover the differences between the traditional 721 exchange and the 721 via DST to maximize your real estate investments and defer taxes.