What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....
What happens to your rental real estate when you pass away? The answer depends on how you own it. Investment properties can move through probate, pass to a surviving co-owner, go to a named beneficiary, or remain in a trust....
Looking for the best stock trader tax strategies to reduce your IRS bill and maximize profits? Most equity traders—even savvy ones—miss out on major tax advantages simply because they don’t understand how the tax code treats trading activity. Whether you’re...
Strategic tax planning isn’t just important for real estate investors—it’s essential for long-term wealth building. The most successful investors don’t wait until tax season to think about deductions or write-offs. They use proven tax strategies year-round to legally defer, reduce,...
If you’ve been following the headlines, you’ve probably heard about President Trump’s Big Beautiful Bill Act, his latest proposed tax plan. It’s an ambitious 1,116-page proposal designed to extend and expand many of the tax benefits from the 2017 Tax...
Financial disputes can arise unexpectedly, and unfortunately, those with visible wealth are often the ones who get targeted the most. Whether it’s frivolous lawsuits, shady lawyers, or shakedown artists, individuals who appear to have substantial assets are at a higher...
When it comes to saving money on taxes, being proactive is essential—especially in the realm of real estate tax planning. In this article, I’m revealing five powerful tax hacks to help you save more in 2025. Whether you're a real...
When it comes to estate planning, many people believe that having a Will is enough to ensure their assets are distributed according to their wishes. However, a Will alone doesn’t prevent your estate from going through probate court—a lengthy and...
Approximately two-thirds of Americans with homeowner insurance policies are underinsured, according to the Insurance Information Institute. The average policyholder is underinsured by around 20 percent, but some are underinsured by as much as 60 percent. As premiums rise, the Wall...
A 1031 exchange is a real estate investment strategy where you defer paying capital gains tax on a property you sell by putting the proceeds toward a like-kind property. If that seems a little esoteric, don't worry. Here, we explain...
