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...
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 | May 19, 2025 | Uncategorized
https://youtu.be/AojagqLfOfY In this video, Stephen Morris from Advise RE explores Real Estate Investment Trusts (REITs)—one of the simplest and most accessible ways to invest in real estate. You’ll discover what REITs are, the rules and requirements for...
by Stephen Morris, CPA, MBT, CCIM | Apr 9, 2025 | Uncategorized
In this video, Stephen Morris from AdviseRE explains everything you need to know about the Home Office Deduction—one of the most commonly misunderstood tax benefits for business owners. Learn how to properly deduct home office expenses under IRS Code Section 280A,...
by Stephen Morris, CPA, MBT, CCIM | Mar 26, 2025 | Uncategorized
? Real Estate Investing Mindset: Long-Term Strategies & Cash Flow Secrets | Advise RE Considering your first real estate investment, or wondering how to optimize your existing assets? In this video, Stephen Morris of Advise RE explains the essential mindset every...
by Stephen Morris, CPA, MBT, CCIM | Mar 7, 2025 | Uncategorized
Welcome back, everyone! Stephen Morris here with AdviseRE, and in today’s special edition, we’ll be discussing the impact of the LA wildfires on LA County residents and investment opportunities within the City of Los Angeles. Specifically, we’ll cover: Tax filing...
by Stephen Morris, CPA, MBT, CCIM | Jan 6, 2025 | Uncategorized
In this video, Stephen Morris from Advise RE breaks down the three critical hurdles you must clear before claiming real estate losses for tax purposes. If you’ve ever wondered why you can’t immediately deduct real estate losses—or how to structure your deals to...
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...
