Deb Invests for Retirement Despite High Exit Loan to Value Ratio
Deb had a complicated situation with high debt. We helped her plan her exchange so she came out with extra income every year.
Nathan Preserves an Estate for Future Generations
Taxes are often one of the biggest threats to accumulating wealth. Nathan was selling a multi million dollar, multi-family property. When a client is considering selling and the sale price has 8 digits, taxes are a big consideration.
A Tale Of Two Exchanges
Most preparers don’t have many clients who do exchanges. As a result, most preparers don’t have a lot of practical experience computing 1031 exchanges. Here’s a story of two exchanges that could have taken a wrong turn if they didn’t have help planning their exchange.
