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.