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Estate Planning
3 Reasons Why Investors Should Have a Living Trust

3 Reasons Why Investors Should Have a Living Trust

If you own real estate, operate a business, or simply care about what happens to your assets after you’re gone, you’ve probably heard people say: “Just get a will.” But a will alone won’t protect your legacy. In my experience...

Tax Planning
Choosing the Best Tax Status for Your Real Estate LLC

Choosing the Best Tax Status for Your Real Estate LLC

Choosing a tax status for your limited liability company (LLC) isn’t just paperwork—it’s one of the most important decisions you’ll make as a real estate investor. Pick the wrong classification and you could be stuck paying unnecessary taxes, filing extra...

Asset Protection
Trump’s Big Beautiful Tax Bill–Business Tax Breaks

Trump’s Big Beautiful Tax Bill–Business Tax Breaks

The 2025 tax overhaul—dubbed “Trump’s Big Beautiful Tax Bill”—includes major changes for small business owners and investors.  Passed by the Senate and House of Representatives and signed into law by the White House, this federal government-backed tax reform fulfills a...

Asset Protection
Top Costly Mistakes Hidden in Your LLC Operating Agreement For Investors

Top Costly Mistakes Hidden in Your LLC Operating Agreement For Investors

If you’re investing through a limited liability company (LLC) and haven’t looked closely at your operating agreement—or worse, you downloaded a simple operating agreement for your LLC online—you could be setting yourself up for serious trouble. I’ve been helping real...

Asset Protection
3 Steps For Setting Up An LLC for Rental Properties

3 Steps For Setting Up An LLC For Rental Properties

If you're a real estate investor, landlord, or just dipping your toes into rental property ownership, you’ve probably heard that forming an LLC is one of the smartest ways to protect your personal assets. But how exactly do you do...

Tax Strategies
Essential Tax Tips For Rental Estate Investors

Essential Tax Tips For Rental Estate Investors

If you own rental property and you’re not using these strategies, you’re likely leaving tens of thousands of dollars on the table—or worse, setting yourself up for a future tax bomb.  Let’s look at some of the most common tax...

Asset Protection
11 Ways to Pass Down Real Estate

11 Ways to Pass Down Real Estate

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....

Tax Planning
7 Tax Strategies For Stock Investors

7 Tax Strategies For Stock Investors

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...

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