by Stephen Morris, CPA, MBT, CCIM | Jun 8, 2026 | Tax Strategies
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 | Tax Strategies
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,...
