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 | 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 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...
by Stephen Morris, CPA, MBT, CCIM | May 19, 2025 | Tax Strategies
When Do You Need a Part-Time CFO? A Guide for Growing Businesses 📄 YouTube Description:Is your business growing faster than you can manage? 🤯 Wondering when it’s time to bring in a CFO — but not sure if a full-time hire makes sense? In this video, Stephen Morris from...
by Stephen Morris, CPA, MBT, CCIM | Oct 15, 2024 | Tax Strategies
Join Diana Tung and Stephen Morris, real estate tax advisors from AdviseRE, as they dive deep into the world of real estate depreciation with a twist—using short-term rentals! Learn why your typical rental is difficult to use for maximum tax savings and discover the...
by Stephen Morris, CPA, MBT, CCIM | Oct 1, 2024 | Tax Strategies
Taxation of real estate gains includes understanding key concepts like basis, Section 1231 gains, and Section 1250 recapture. Basis is the initial value of the property used to calculate gains or losses upon sale. Section 1231 gains benefit from long-term capital...
