100% Bonus Depreciation is officially back for 2025, creating massive tax-saving opportunities. Click here to learn how this affects your real estate investments and business.

July 14, 2025

Tax Planning for High-Net-Worth Individuals: Key Strategies to Protect Your Wealth 

tax planning for high net worth

For high-net-worth individuals, tax planning isn’t just about saving money, it’s about preserving wealth, managing risk, and ensuring a legacy. With a constantly evolving tax landscape and potential exposure to higher tax brackets, a proactive and strategic approach is essential. Below, we explore some of the most effective tax planning strategies to protect and grow […]

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July 9, 2025

How to Avoid an Audit When Conducting a Cost Segregation Study 

avoiding an audit on cost segregation

Cost segregation is a powerful tax strategy that allows commercial property owners to accelerate depreciation and unlock significant cash flow. However, when done incorrectly, or by the wrong provider, it can raise red flags with the IRS. That’s why understanding the IRS cost segregation guidelines and audit procedures is essential to staying compliant and avoiding […]

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July 2, 2025

When Did Income Tax Begin in the U.S.? Key Milestones in Tax History

tax legislation

Income tax plays a central role in the American economic system today, but its origins trace back to a much different time in our nation’s history. For those curious about when income tax was created or when federal income tax started, this guide outlines the key moments that shaped how income is taxed in the […]

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July 1, 2025

What Is a 721 Exchange? A Guide to Tax-Deferred Strategy for Real Estate Investments 

721 exchange

For real estate investors seeking to grow their wealth while minimizing tax liability, the 721 exchange is a powerful but often overlooked strategy. This tax-deferred approach allows property owners to contribute real estate to a Real Estate Investment Trust, or REIT, through an UPREIT structure in exchange for operating partnership units, abbreviated as OP units. […]

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