Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Flipping Real Estate: Consider the Tax Consequences

    Buying a house, condo, or another form of real estate as an investment and selling it quickly can be lucrative, even as interest rates fall and house prices cool. However, there are risks involved in “flipping” real estate. For example, financing the deal and selling the real estate quickly in the current market could pose a problem. In addition, there are tax issues to consider. Even those in...

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  • The New IRS Tax Rates and Deductions for 2021

    Although a year away, your 2021 tax planning should have already started

    Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax rates in late October and there are plenty of changes that will impact taxpayers in 2021. We work with our client's CPA representatives to ensure investment strategies complement tax codes...

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