Planning

Rising Optimism

Are you feeling good about 2020 and beyond? If so, your optimism is in sync with about 3/4 of the country: CBS News Poll found that 75%...

Closing with Alternative Minimum Tax Pt. 6 of 6

Now we briefly tackle the impact of Alternative Minimum Tax (“AMT”) in general and how it will change under the new tax law. AMT...

Benefits and more! Pt. 5 of 6

A reduction in tax benefits related to home ownership does not erase all of the benefits that home ownership brings. While many of us...

With Simplicity Comes Complication Pt. 4 of 6

In this 4th article of the series, we will discuss the simplicity that this new tax law promises and the difficulty of determining how...

3 Real Estate Planning "Near Misses" Pt. 3 of 6

In this third article of the series, we highlight a couple of “near misses” that make a big impact on your real estate planning....

Covering Mortgage Interest Deduction and Deduction for State and Local Taxes Pt. 2 of 6

Historically, the two big federal tax benefits enjoyed by homeowners are the Mortgage Interest Deduction and the Deduction for State and...

Homeownership Under the 2018 Tax Reform - Part 1 of 6

Wondering how the new tax reform will impact you as a homeowner? We haven’t seen big tax reform since 1986 under President Reagan. That...

2017 real estate expectations

Several real estate market drivers will deliver changes in 2017 Interest rates We’ve become accustomed to stable, low interest rates for...

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