One of the Most Powerful Tax Rules in Real Estate
Super interesting tax quirk for those of you that invest in real estateI had a call with someone yesterday that is underwater on a handful of properties acquired in 2022.They...
One of the Most Powerful Tax Rules in Real Estate
Super interesting tax quirk for those of you that invest in real estateI had a call with someone yesterday that is underwater on a handful of properties acquired in 2022.They...
Why High-Income Founders Look At Cash Balance P...
Founders and partners earning $1M+ per year don't get much tax relief from maxing out a 401(k).That's usually when someone brings up a cash balance plan.At a high level, it's...
Why High-Income Founders Look At Cash Balance P...
Founders and partners earning $1M+ per year don't get much tax relief from maxing out a 401(k).That's usually when someone brings up a cash balance plan.At a high level, it's...
When One Spouse Has Real Estate Professional St...
We work with a couple where one spouse has real estate professional status (REPS) and they’re on track to earn over $5M of ordinary income this year.If we only focused...
When One Spouse Has Real Estate Professional St...
We work with a couple where one spouse has real estate professional status (REPS) and they’re on track to earn over $5M of ordinary income this year.If we only focused...
67‑Year‑Old Physician, $14M Net Worth, 18 Month...
Recent conversation with a physician who’s nearing retirement.• ~ $8.5M in taxable brokerage• ~ $4.5M in retirement accounts• Big positions in a handful of large tech stocks• ~ $120k in...
67‑Year‑Old Physician, $14M Net Worth, 18 Month...
Recent conversation with a physician who’s nearing retirement.• ~ $8.5M in taxable brokerage• ~ $4.5M in retirement accounts• Big positions in a handful of large tech stocks• ~ $120k in...
CA Resident w $21m Portfolio
Split across ~ $12m in pre-tax retirement accounts and ~ $9m in taxable brokerage Classic example of concentrated bets creating wealth and now looking to diversify to keep it. Biggest...
CA Resident w $21m Portfolio
Split across ~ $12m in pre-tax retirement accounts and ~ $9m in taxable brokerage Classic example of concentrated bets creating wealth and now looking to diversify to keep it. Biggest...
New to Private Equity? Read This First.
The amount of value being created before companies go public has grown substantially over the past couple of decades, making private markets increasingly difficult to ignore.But private equity isn't like...
New to Private Equity? Read This First.
The amount of value being created before companies go public has grown substantially over the past couple of decades, making private markets increasingly difficult to ignore.But private equity isn't like...