Dear Friends, As the Holidays rapidly approach us, I wanted to take a moment and thank you all for your business, your loyalty, and your work this past year. 2018 was a very busy year [...]

Important Information for Investors Beginning an Exchange From October 17 – December 31, 2018 Do Not File Your 2018 Income Tax Return Until Your Exchange Has Been Fully Completed. The time frame you have to complete the [...]

It is common for a taxpayer to make repairs, updates, and improvements to enhance a relinquished property in preparation for listing with a real estate agent or broker. A commonly asked question is, “Can I [...]

New Opportunity Zones & Tax Deferral The Tax Cuts and Jobs Act (TCJA) created a new investment vehicle called an Opportunity Zone (OZ) to encourage investment into distressed and low-income communities throughout the United States. [...]