Trump’s and House Republicans’ Tax Proposals – Actions to Consider Before Year End

December 7, 2016

Attempting to predict proposed tax rules before they are enacted into law can be fraught with peril. Nevertheless, 2017 is likely to see a seismic shift in federal income tax, and possibly gift and estate tax rules. Beginning January 20, 2017, the Republican Party will…

New office serving Orange County!

April 28, 2016

We are excited to announce the addition of our new office in Newport Beach! We have clients who already call Orange County home – so opening this new office is a natural extension of our focus on serving clients with complex financial products and real…

“S.A.V.A.N.T” – Strategic Tax Management for Investors and Managers

April 22, 2015

Did you know there’s a big difference between minimizing your taxes and optimizing them? Just because you pay the least possible tax doesn’t guarantee you’ll end up with the most money afterward. What usually happens is that investors and managers structure important business transactions, and…

“Buy, Borrow, and Die” – A Real Estate Tax Planning Framework

March 12, 2015

When someone I have met for the first time finds out I am a tax consultant, they often ask me for a good tax reduction strategy. I sometimes respond with “buy, borrow and die”[1] . Initially, they think I am being flippant. However, there is…

Tax Benefits of Hiring Resident Property Managers

November 26, 2014

Owning rental property takes work – a lot of work. From marketing your property, to screening tenants, to collecting rent, performing repairs, and keeping the books, most owners are not prepared to handle the gamut of responsibilities on their own. According to Karim Jaude, veteran…

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