What is a 1031 Exchange in Real Estate?
What is a 1031 Exchange in Real Estate? A 1031 exchange, also known as a tax-deferred exchange, is a powerful tool for real estate investors looking to defer capital gains taxes
Navigating Market Fluctuations
Written by Tim Moore, Financial Advisor The markets sold off dramatically on Monday, August 5th on fears of a cooling economy and that the Federal Reserve was being too slow to
What is a Donor Advised Fund?
Written by: Randy Larson, J.D., LL.M. I just re-watched the historical mini-series, “The Men Who Built America.” It documents the ingenious men who built bridges spanning the Mississippi, mass produced combustion
Tax Mitigation Strategies for Doctors
Roth Conversion Strategies Direct Indexing Oil and Gas Investments: Intangible Drilling Tax Credit S-Corp Elections for 1099 Income Tax-Efficient Portfolio Management Opportunity Zones 1031 Exchanges Written by: Randy Larson, J.D., LL.M. and Jon Lester Over and over again
Avoiding Election Year Financial Worry
Every four years our screens get plastered with red and blue infographics hypothesizing the impact of every scenario and outcome. It gets overwhelming quickly and understandably drives many to disengage.