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How Does a 1031 Exchange Work?

A 1031 exchange is a process used in real estate in which one investment property is swapped for another. Through this process, capital gains..

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Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants..

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How Does a 1031 Exchange Work?

A 1031 exchange is a process used in real estate in which one investment property is swapped for another. Through this process, capital gains taxes—which are taxes incurred when an investment is sold—are deferred. 

More

Happy (SECURE Act) 2020!

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, is so new that estate planners and accountants are still learning ways to plan around it to minimize the impact on existing and future clients. Following are some items to ponder as you review your estate plans through the year.

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