Author Archives

Chief Compliance Officer

  • DST: Advantages and Disadvantages

    Potential Advantages of DST 1031 Properties: Defer 100% Of Capital Gains Taxes Ability to Diversify 1031 Exchange Equity * Management Free – No More Tenants, Toilets and Trash! Multiple Asset Classes – Multifamily Apartments, Triple Net Leased Properties (NNN), All-Cash/Debt-Free… Read More ›

  • Happy Thanksgiving !

    Please note our office will be closed on Thursday, November 22 and Friday, November 23, 2018 in observance of the Thanksgiving holiday.  Normal operating hours will resume on Monday, November 26, 2018. Feel free to contact me should you have… Read More ›

  • 2019 Limits for Retirement Plans

    The Internal Revenue Service recently released some of its annual cost-of-living adjustments that will affect the 2019 tax year, such as contribution limits to qualified retirement plans.  The following are some of the important changes to keep in mind. 401(k) contributions:  Elective deferrals… Read More ›