by Stephen Morris, CPA, MBT, CCIM | Sep 4, 2026 | Tax Strategies
Measure ULA can cost you $200,000+ on a single sale, and the popular LLC loophole almost certainly won’t save you. Stephen Morris breaks down exactly how LA’s mansion tax works in 2024, why selling the LLC instead of the property is risky and likely...
by Stephen Morris, CPA, MBT, CCIM | Aug 12, 2026 | Real Estate, Tax Strategies
Find out exactly when a cost segregation study pays off and when to skip it, using a simple land-to-building allocation test. [00:00] Why cost seg is NOT always a no-brainer [00:19] Land vs. building allocation: the first filter [00:43] Location matters: coastal vs....
by Stephen Morris, CPA, MBT, CCIM | Jun 29, 2026 | Tax Strategies
Most real estate investors don’t realize their children’s inheritance can be wiped out by a divorce — here’s how irrevocable trusts and LLCs stop that from happening in California. Stephen Morris sits down with Ashton Asher of the Asher Law Group to...
by Stephen Morris, CPA, MBT, CCIM | Jun 8, 2026 | Tax Strategies
Gifting appreciated real estate to your kids while you’re alive could cost your family millions in unnecessary taxes — here’s what to do instead. ? Stephen Morris of Advise RE sits down with Afshin Asher of Asher Law Group to break down the most important...
by Stephen Morris, CPA, MBT, CCIM | Mar 11, 2026 | Tax Strategies
https://youtu.be/GKjncqZeQJE Your investor gets a K-1 showing $10,000 of rental income. They never received a check. Now they owe $3,700 in taxes — and they’re calling you. This is phantom income, and it’s one of the most common — and most avoidable —...
by Stephen Morris, CPA, MBT, CCIM | Jan 25, 2026 | Tax Strategies
Dealer vs Investor in Real Estate: One Mistake Could Double Your Taxes One of the most misunderstood—and costly—issues in real estate taxation is the difference between being classified as an investor versus a dealer. At first glance, the distinction seems subtle. In...
