Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...
Awards Are Easy. Results Are Hard.
Every year, our industry hands out countless “Best-In-State” and “Top Advisor” awards. Many are: • Self-nominated • Pay-to-play • Unconnected to client outcomes We don’t build our firm around awards...
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...