by Stephen Morris, CPA, MBT, CCIM | Nov 24, 2025 | Tax Strategies, Real Estate
Are you investing in a real estate syndication or planning to raise capital for your own deal? ?? In this video, Stephen Morris breaks down the often-misunderstood mechanics of real estate syndications. Whether you are a Passive Investor (LP) or a Sponsor (GP),...
by Stephen Morris, CPA, MBT, CCIM | Aug 4, 2025 | Real Estate
Thinking about scaling your real estate portfolio into larger apartment buildings, office space, or retail properties? Once you cross into 5+ unit properties, traditional residential financing won’t cut it—you’ll need to understand the world of commercial loans. In...
by Stephen Morris, CPA, MBT, CCIM | Jul 14, 2025 | Tax Strategies
TRANSCRIPT Hello everyone, Stephen Morris here with Advisory, and today we’re going to be talking about the new tax law updates to the One Big Beautiful Bill Act. So let’s jump into it! There aren’t a lot of huge changes, but we’ll address them point...
by Stephen Morris, CPA, MBT, CCIM | May 21, 2025 | Real Estate
Thinking about getting into real estate development or tackling your first construction project? ?️ In this video, Stephen Morris of AdviseRE shares a real-world breakdown of what it really takes to succeed in construction and development—from managing contractors and...
by Stephen Morris, CPA, MBT, CCIM | May 19, 2025 | Tax Strategies
? Confused about how much you can contribute to retirement as a self-employed business owner or S Corp shareholder? In this video, Stephen Morris from Advise RE breaks down retirement plan rules for business owners, including the critical differences between Schedule...