Paulo Aguilar, CFA, CAIA

Paulo Aguilar, CFA, CAIA

Posts by Paulo Aguilar, CFA, CAIA

Tax-Saving Strategies Beyond the 1031 Exchange

Tax-Saving Strategies Beyond the 1031 Exchange

Explore various tax-saving strategies beyond the 1031 exchange to maximize your real estate investments and reduce tax liability effectively.

Feb 22, 2025 3 min read
Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Learn how tax loss harvesting can reduce your taxable income, enhance portfolio returns, and navigate the complexities of the IRS wash sale rule effectively.

Feb 18, 2025 2 min read
The Power of Solo 401(k) Plans for Real Estate Agents

The Power of Solo 401(k) Plans for Real Estate Agents

Discover the benefits of Solo 401(k) plans for real estate agents. Learn how to save for retirement, reduce taxes, and grow your wealth with flexible options.

Feb 15, 2025 3 min read
Real Estate Strategies: How CRTs Help You Save on Taxes and Give Back

Real Estate Strategies: How CRTs Help You Save on Taxes and Give Back

Learn how Charitable Remainder Trusts (CRTs) help real estate investors minimize taxes, generate income, and support charitable causes with strategic planning.

Feb 08, 2025 3 min read
Planning for Business Sale, Succession, or Disposition: 5 Factors to Consider

Planning for Business Sale, Succession, or Disposition: 5 Factors to Consider

Learn essential factors for planning a business sale or succession, from setting clear goals to tax strategies and choosing the right successor.

Feb 01, 2025 3 min read
Is My Rental Property Tax Deductible?

Is My Rental Property Tax Deductible?

Learn how to maximize your tax deductions and optimize returns on your rental property by understanding IRS rules and classification guidelines.

Jan 25, 2025 2 min read
Tax Advantages of Investing in Oil & Gas

Tax Advantages of Investing in Oil & Gas

Discover the tax advantages of investing in oil and gas, including deductions and allowances, to maximize your financial benefits in this high-demand sector.

Jan 15, 2025 3 min read
Building Wealth in Real Estate: Why a Tailored Strategy Matters

Building Wealth in Real Estate: Why a Tailored Strategy Matters

Discover the importance of a tailored strategy in real estate investing for navigating market cycles, managing risk, and maximizing returns for long-term wealth building.

Jan 15, 2025 3 min read
Five Steps to a Successful 1031 Exchange

Five Steps to a Successful 1031 Exchange

Learn the critical steps for a successful 1031 exchange to defer taxes and reinvest in like-kind properties with expert guidance from Wealthstone Group.

Jan 15, 2025 2 min read