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From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.
April 14Realized -
This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.
April 4Neal Gerber Eisenberg's Private Wealth Services practice group -
By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?
April 4 -
With input from tax influencers, a Keeper report discusses five enduring Tiktok myths about personal finances.
March 30 -
For clients who own investment properties, there are options that can make life easier.
March 29Realized -
Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.
January 20 -
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Regulatory disappointment in December accelerated steep losses suffered by cannabis ETFs this year.
December 22 -
As interest rates rose and stocks fell over the summer, Americans saw their wealth decline.
December 12 -
A New Yorker about to retire considers buying property across the pond. Should she take the plunge? The experts weigh in.
September 28