In talking to a lot of clients about real estate investments I have realized that more often than not their retirement accounts are generally the most underutilized and underinvested asset they have! Most people have no idea ❌ What their retirement accounts are...
Tax Deferral
Due Diligence on Opportunity Zone Investments
Qualified Opportunity Funds (QOF) can be used as an investment vehicle to defer taxes on any type of capital gains event and also allow your gains to grow tax-free with a 10-year hold. As a follow-up to my previous blog on Opportunity zone investments, I wanted to...
Creating Generational Wealth
Did you know? McDonald's isn't just a fast-food chain—it's a brilliant $138 billion real-estate company. But rather than collect a lot in royalties or sell its franchisees cooking equipment, McDonald's makes much of its revenue by buying the physical properties and...
Opportunity Zone Investments
Do you have gains from a stock or crypto sale for this year? Do you have any other long/short term capital gains you need to offset? Look into Opportunity Zone Investments and all the benefits they offer including a 7 year deferral on taxes and a 15% step up in cost...
