by Stephen Morris, CPA, MBT, CCIM | Feb 27, 2024 | Uncategorized
You may be aware already of the upgraded requirements for most entities formed in the US to report on beneficial ownership requirements through the news or various other websites. In case you aren’t aware, we prepared this nifty little article for you to read to...
by Stephen Morris, CPA, MBT, CCIM | Feb 5, 2024 | Uncategorized
You can read more at the link here to see our thoughts on the issues relating to the real estate professional exception under IRC 469. We are proud to contribute to the AAOA’s magazine and hope to provide more insights into the ever changing tax law landscape. For...
by Stephen Morris, CPA, MBT, CCIM | Sep 13, 2023 | Uncategorized
Check out the piece here! Very honored to be on the magazine and have our firm...
by Stephen Morris, CPA, MBT, CCIM | Jul 5, 2023 | Uncategorized
Tax planning is an essential component of personal finance that often gets overlooked. Whether you’re a working professional, a self-employed entrepreneur, or an investor, understanding the fundamentals of tax planning can significantly reduce your tax liability...
by Stephen Morris, CPA, MBT, CCIM | Jul 5, 2023 | Uncategorized
Let’s take a break from the rants about how tough it is to build anything these days to a technical area of the tax law which is often misunderstood by most people in the real estate world. We’ll delve into the character of real estate gains in this topic so that...
by Stephen Morris, CPA, MBT, CCIM | Jun 22, 2023 | Uncategorized
The United States, with its dynamic and vast economy, presents a lucrative investment avenue for international players. Partnerships, due to their adaptability and flexibility, often become the go-to investment vehicle. However, it’s important to understand the...
