Liquefy Illiquid Assets to Produce More Net Income

Share this post

Liquefy Illiquid assets (real estate) and produce more net income to you and more inheritance to your heirs

There are ways to be able to take advantage of opportunities in the tax code, including but not limited to: income tax law, estate tax law, insurance law, pension law, and lending laws that you need to be familiar with.

When discussed and implemented correctly, by timing, combining and sequencing the aforementioned, in some situations it is possible to create liquidity out of real estate equity and increase income tax savings without 1031 exchanges.

If properly orchestrated, you could generate more net after-tax income with less risk. Also, if properly structured you could have more of your estate assets go to your heirs with less estate tax.

If you’re not aware of how a situation like this works, we invite you to connect with us to learn more!

Pros and Cons of Employer Sponsored Retirement Plans

Establishing a retirement plan for your company is a decision that could make a great difference in the retirement preparedness of your employees, and yourself. The Federal Reserve’s 2015 Report on the Economic Well-Being of U.S. Households in 2014 found that only 31 percent of non-retired survey respondents had no retirement savings whatsoever. Only 46

Read More »

Liquidity, liquidity, liquidity

Unless you’ve been living under a rock (and if you have, please stop, that sounds very uncomfortable), you’re aware of the banking crisis kicked off by the Silicon Valley Bank collapse and its ripple effects on the financial markets. You may be thinking, “Well, that’s an understatement. I’m downright worried.” Yes, this story is developing

Read More »