Nov 21, 2022
What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio?
Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it.
We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.
Nov 14, 2022
Nov 7, 2022
Oct 31, 2022
You own an investment property and want to sell it; but you also don’t want to pay all that tax.
In this week’s episode David discusses the benefits of doing a 1031 Tax Deferred Exchange for investment properties.
Plus, learn how to have your cake and eat it too, by pulling out some money tax free, before or after...
Sep 12, 2022
You are ready to gift one of your investment properties to a family member, but unsure how to go about it.
Your son has been living in a home of yours, and paying you rent, but you want to gift him the property.
What steps do you begin to take?
Do we need to sign a new deed?
Will this affect mine or his taxes next...