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How charitably inclined taxpayers can use donor-advised funds and other tax strategies to get ahead of the OBBBA's revised rules on charitable deductions.
October 23
Natixis Investment Managers Solutions -
The Treasury and the IRS issued guidance on qualified OZ investments in rural areas under the One Big Beautiful Bill Act.
September 30 -
Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26 -
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
September 18 -
The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.
August 28 -
Financial planners who take their customers through a difficult calculation can add a lot of value that may sometimes get overlooked in the profession, one expert said.
April 29 -
Financial planners don't need to be real estate experts to provide meaningful guidance to home-selling clients while demonstrating the value of holistic advice.
February 13
Founder -
A model of buying buildings with big carbon footprints, investing in green refurbishments and then increasing rents for higher sale prices is attracting attention of some asset managers in real estate.
October 23 -
Low-interest debt backed by an asset can be good, but high-interest, unsecured credit cards are not; however, reducing high-interest credit card debt should be prioritized.
July 10 -
He owns the home. She pays half the mortgage. Is that fair?
July 3 -
How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.
April 5 -
Americans over 65 saw their net worths jump during the COVID years, thanks to skyrocketing home prices.
March 6 -
Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?
February 8 -
Investors have a wealth of options for putting their capital gains to work through this program.
January 25
OZPros -
A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?
December 27 -
The real estate sector has been rocky in recent years. But for those investors willing to ride out the ups and downs, these 20 funds have paid off.
December 21 -
A couple in New Jersey has enough savings to finally own their home outright. Should they seize their chance or put their money elsewhere?
October 25 -
A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?
July 31 -
Investors poured $700 billion into passive CRE last year — a trend that may continue even if a recession hits this year.
June 24
Realized -
When changing homes, is it ever possible to sell high and buy low? Or is profit not the point?
June 6















