What Caused the Financial Melt Down?

What caused the Financial Melt Down? The first step to extricating ourselves from this financial mess is to understand what happened.  I happened to have a front row seat to the collapse and I intend to share with you exactly what I believe caused this disaster.  I am a licensed real estate agent and I … Read more

1031 Tax Deferred Exchange 5 Steps to Success

Article by Isaac Roy Section 1031 of the Internal Revenue Code generally provides that neither gain nor loss is recognized if qualifying property is exchanged for other qualifying property of a like-kind. In the above scenario, you may defer the payment of 0K in both federal and state taxes if you acquire another investment property … Read more

The Advantage of Exchange-Traded Funds (ETFs)

ETFs (Exchange-Traded Funds) which can be traded like stock at any time during market hours, have low expense ratios, have less risk than individual stocks, do not have some of the tax disadvantages of a regular mutual fund, do not pool investor capital, and are constructed so they are far less susceptible than “standard” mutual … Read more

Tax Continuing Education And The New Healthcare Rules

The Patient Protection and Affordable Care Act includes changes in the delivery of health insurance and several new income tax provisions. The implementation of these new rules over several years is a major focus oftax continuing education for Enrolled Agents and other tax professionals. Coverage Changes Starting in 2010, an adult child up to age … Read more

Investment Guidance

In most states, you have to pass the series FINRA sequence 7 examination (you don’t need to have a broker vendor and you won’t be a FINRA licensee, you just need to take the exam).   It’s effortless given that all you do is get a fast system Monday to Friday and then consider the … Read more