Robert’s Recent Posts
How to Help Your Clients Diversify Their Real Estate Holdings
Real estate diversification is about far more than choosing different locations and sectors to invest in. The topic is extremely deep. Location and sector-based investing are only skimming the surface. When discussing diversification with your clients, the following lists should be a minimum: Markets and Demographics Sectors Public vs. Private Deals Diversification Through Single Funds and Syndications Equity vs. Debt Deals Factoring In Economic and Demographic Projections
What Are Financial Planning Tools for Real Estate?
Technology has completely changed the way financial advisors and wealth managers help their clients reach short- and long-term financial goals.
5 Benefits of Including Real Estate in Client Investment Portfolios
Although the pandemic that shut down America back in 2020 is more or less in the rearview, its lingering effects continue to cast a long shadow across the national economy.
What is Constructive Receipt?
Constructive Receipts are cash transactions and can have negative IRS consequences if not processed correctly. By cash transactions, we mainly mean physical checks. When a company receives a check, there is a delay until the money appears in the company’s bank account. This process is where constructive receipts come in.
What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?
Business owners ready to sell their business can often see a windfall of money. For some, this windfall might be plenty to live on during retirement. But others may want or need to find other income-generating strategies to replace their business income. In this article, we’ll review a few income replacement strategies for exit planning.
Ways to Help Your Clients Cash Out of Their Real Estate Investments
Property owners who are ready to cash out of their real estate investments have multiple options available to them, but each of those options comes with different tax implications.
Is a Certified Financial Planner (CFP) the Same as a Certified Public Accountant (CPA)?
Managing your finances can be tricky, and choosing the right professional to help is essential. However, it can be difficult to understand what the different roles are during your search. You will likely come across many Certified Financial Planners™ (CFP®) Practitioners and Certified Public Accountants (CPA). But what is the difference? Yes, there is overlap in their job suits, but they aren’t the same position, and who you hire depends on your goals.
How to Pass Your Delaware Statutory Trust Interests to Your Heirs
For many investors, Delaware Statutory Trusts (DSTs) are a viable way to own real estate without the active management required for direct ownership. In addition, DSTs may provide income and tax advantages. One significant advantage to investing in DSTs is the investor’s ability to use a 1031 exchange to move from direct investment to fractional ownership of commercial property.
What Are Tax Planning Strategies When Your Clients Are Selling a Business?
Selling a business at a profit can generate a large tax bill. Experienced business owners know that successfully navigating the tax code is a critical skill. We’ll expand on three tax planning methods that business owners can employ to limit their tax impact.
How Often Does the IRS Audit 1031 Exchanges?
The 26 U.S. Code § 1031 – aka the 1031 exchange or like-kind exchange – can be a good strategy to help defer capital gains taxes on the sale of real property. But as mentioned in a previous blog, very stringent rules exist when it comes to conducting this type of exchange. Playing fast and loose with in-stone deadlines, property values, or other factors could wave a red flag at the IRS.