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 | 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
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
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 challenges we see: You and your partners are selling a property with a $1...
