The Myth of Institutional Ownership in Single-F...
There is a growing belief that large institutional investors are buying up single-family homes and driving the U.S. housing affordability crisis. While emotionally compelling, the data does not support this...
The Myth of Institutional Ownership in Single-F...
There is a growing belief that large institutional investors are buying up single-family homes and driving the U.S. housing affordability crisis. While emotionally compelling, the data does not support this...
A $10M Broadcom Portfolio With a Huge Tax Problem
We recently spoke with a Broadcom employee household with a ~$10M portfolio facing significant tax complexity. Despite having Real Estate Professional Status (REPS), cost-segregated rental properties, and strong income, there...
A $10M Broadcom Portfolio With a Huge Tax Problem
We recently spoke with a Broadcom employee household with a ~$10M portfolio facing significant tax complexity. Despite having Real Estate Professional Status (REPS), cost-segregated rental properties, and strong income, there...
Real Estate Professional Status Doesn’t Make Al...
Real Estate Professional Status allows rental real estate losses to potentially be treated as non-passive — but it does not eliminate the material participation requirement. I recently spoke with an...
Real Estate Professional Status Doesn’t Make Al...
Real Estate Professional Status allows rental real estate losses to potentially be treated as non-passive — but it does not eliminate the material participation requirement. I recently spoke with an...
10,000 Followers on LinkedIn
We recently crossed 10,000 followers on LinkedIn, reflecting growing interest in thoughtful discussion around tax-aware investing, concentrated stock risk, liquidity events, and long-term portfolio design. We’re grateful for the engagement...
10,000 Followers on LinkedIn
We recently crossed 10,000 followers on LinkedIn, reflecting growing interest in thoughtful discussion around tax-aware investing, concentrated stock risk, liquidity events, and long-term portfolio design. We’re grateful for the engagement...
$30M Net Worth. $10M Business Sale. No Tax Plan.
I spent several hours on a call yesterday with a couple who found me through YouTube. They were trying to be more tax-efficient with the sale of a business they’ve...
$30M Net Worth. $10M Business Sale. No Tax Plan.
I spent several hours on a call yesterday with a couple who found me through YouTube. They were trying to be more tax-efficient with the sale of a business they’ve...
You Already Won the Game. Why Is Your Portfolio...
If you ever played Super Smash Bros, you know “Sudden Death” mode: Everyone starts at 300% damage One clean hit and you’re gone The whole game is hanging by a...
You Already Won the Game. Why Is Your Portfolio...
If you ever played Super Smash Bros, you know “Sudden Death” mode: Everyone starts at 300% damage One clean hit and you’re gone The whole game is hanging by a...