Resources

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A Roth Conversion Strategy


A Roth IRA Conversion is a technique used by high-income earners-who exceed Roth IRA income limited - to convert traditional IRA assets to a Roth IRA.

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Essential Retail Investment Strategy – Car Wash & Convenience


Car wash and convenience store assets supported by steady consumer demand.

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Essential Retail Investment Strategy – Car Washes


Car wash assets supported by steady consumer demand.

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Essential Retail Investment Strategy – Convenience Stores


Convenience store assets supposed by steady consumer demand.

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How a 1031 Exchange and DST Can Help Build Tax-Deferred Wealth


Investors who own highly appreciated real estate often have a low tax basis in the underlying asset(s). As a result, real estate owners who consider selling these properties may face significant federal and state capital gains and depreciation recapture taxes with erode their hard-earned gains.

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How Bonus Depreciation can be a Timely Tool in Real Estate Deals


White real estate is typically viewed as an appreciating asset in the eyes of investors, from a tax perspective, the component of the building are depreciating assets that are eligible for tax write-offs over their useful life.

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