Resources

Tax & Wealth Insights

Practical, plain-language articles on entity strategy, real estate tax rules and year-round planning for high W-2 earners, business owners and real estate investors.

September 20, 2023

Before I get into the slippery slope I’m referring to, how are things for you these….

September 13, 2023

There’s no better way to celebrate work than by taking a day off. The irony of….

September 12, 2023

Private Foundations and Public Charities differ of public involvement. Public Charities usually receive most of their….

September 12, 2023

Umbrella Partnership Real Estate Investment Trusts (UPREIT) allows property owners to exchange their property for share….

September 7, 2023

There is an old saying: Invest in land because they aren’t making more of it. The….

September 1, 2023

Hiring your spouse can mean big tax savings but not if you don’t do it correctly…..

September 1, 2023

Real estate, currency trades, and market timingare the common denominators of how ultra-high net worth individuals….

September 1, 2023

The way by which your tenants pay your rent bills can make a difference in how….

September 1, 2023

Are you getting the most out of your home-office deduction? If you’ve got a cleaning woman….

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