Insights

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

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

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.

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

Learn how the Short-Term Rental (STR) Tax Strategy can help you legally reduce your tax burden and increase your wealth-building potential.

Learn about taxable events, their impact on tax liabilities, and strategic planning to minimize taxes and enhance your financial outcomes.

Discover why high-net-worth families struggle to sustain their legacy through real estate and learn strategies for long-term wealth preservation.

Understanding the structure and fees of private real estate investments is essential for any investor. This article will provide a comprehensive overview of how these investments are structured and the common fees associated with them, enabling you to make more informed investment decisions.

Starting in 2024, the powerful tax benefits of bonus depreciation provided by the Tax Cuts and Jobs Act of 2017 are continuing to phase out by 20% each year until they reach 0% in 2027. As this benefit phases out, individuals from all backgrounds should understand what this means for their current investments, future investments, and personal financial plans.