by Stephen Morris, CPA, MBT, CCIM | Jun 29, 2026 | Uncategorized
Most real estate investors don’t realize their children’s inheritance can be wiped out by a divorce — here’s how irrevocable trusts and LLCs stop that from happening in California. ? Stephen Morris sits down with Ashton Asher of the Asher Law Group...
by Stephen Morris, CPA, MBT, CCIM | Jun 22, 2026 | Uncategorized
The One Big Beautiful Bill Act just reinstated 100% bonus depreciation — but the January 20, 2025 cutoff, California’s non-conformity, and Section 1250 recapture can silently gut your savings if you’re not prepared. ? Here’s the full...
by Stephen Morris, CPA, MBT, CCIM | Jun 8, 2026 | Uncategorized
Gifting appreciated real estate to your kids while you’re alive could cost your family millions in unnecessary taxes — here’s what to do instead. ? Stephen Morris of Advise RE sits down with Afshin Asher of Asher Law Group to break down the most important...
by Stephen Morris, CPA, MBT, CCIM | May 5, 2026 | Uncategorized
Thinking about moving to Paraguay for the tax benefits? Paraguay’s territorial tax system can be extremely attractive — but if you’re a U.S. citizen, the “move to Paraguay and pay 0% tax” advice online leaves out some very important details. In this video, Stephen...
by Stephen Morris, CPA, MBT, CCIM | May 5, 2026 | Uncategorized
When most investors see tenants paying $800/month in Santa Monica, they see a problem. Long-term tenants, rent stabilization protections, and no easy path to market rents. But that $800/month is exactly where the opportunity lives. In this deal breakdown, I walk...
by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Uncategorized
https://youtu.be/GKjncqZeQJE Your investor gets a K-1 showing $10,000 of rental income. They never received a check. Now they owe $3,700 in taxes — and they’re calling you. This is phantom income, and it’s one of the most common — and most avoidable —...
by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Uncategorized
DESCRIPTION: California’s Senate Bill 8 has a little-known provision that can turn a vacant property into a forced affordable housing obligation — and most developers don’t find out until it’s too late. In this video, Stephen Morris (CPA, MBT,...
by Stephen Morris, CPA, MBT, CCIM | Feb 19, 2026 | Uncategorized
As we often discuss here at Advise RE, growth creates complexity. What starts as a simple business with clean books and steady revenue can quickly evolve into multi-state payroll, layered revenue streams, partner distributions, and major tax exposure. The question...
by Stephen Morris, CPA, MBT, CCIM | Feb 16, 2026 | Uncategorized
1031 Exchanges & Partnerships: How the Drop and Swap Strategy Works As we often discuss at Advise RE, 1031 exchanges are powerful tax-deferral tools — but they become significantly more complicated when you own property with partners. One of the most common...
by Stephen Morris, CPA, MBT, CCIM | Feb 12, 2026 | Uncategorized
As we often discuss here at Advise RE, commercial real estate financing is fundamentally different from residential mortgages. Many investors assume they can approach a 20-unit apartment building the same way they financed a single-family rental — and that assumption...
