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Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.
July 10 -
If you have high-net-worth clients with capital gains, retire the old playbook for qualified opportunity zones. The program is now a recurring planning regime.
July 9
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The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.
December 15 -
Investors have several different types of real estate funds to consider, but the elements that make a good investment remain consistent.
September 26 -
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From the mortgage deduction to 1031 exchanges, real estate offers some powerful tax tools for investors.
April 14
Realized -
Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.
December 28 -
Investment properties are a very different class from stocks, bonds and the like, one that often isn't managed with the same discipline.
July 6 -
Residential property owners are the most likely to be impacted by proposed changes in the administration’s American Families Plan.
April 28 -
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22
Farella Braun + Martel -
The SBA’s form clarifies some issues, but still leaves questions to be answered.
May 27 -
To help individuals and businesses prepare for filing season, Grant Thornton has released a collection of year-end tax tips.
December 17 -
A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.
October 28 -
From Big Sky Country to the peaks of Colorado, here's a look at the metro areas offering owners the most stability and appreciation in home prices over the past 25 years.
July 25 -
They may look good on paper, but such investments also come with thorny challenges.
July 15 -
More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.
May 7 -
With flat housing prices and low mortgage rates, now may be an ideal time to buy.
April 15 -
From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.
March 13 -
People in this cohort experienced a major setback during the housing bust just as they were likely to be getting married, starting families and becoming first-time homeowners, says one expert.
January 9 -
A major Times Square development has secured more than $780 million in new equity, including about $400 million from UBS’s ultrahigh-net-worth and family office clients.
December 14























