January 12, 2021

Possible Unintended Outcomes if 1031 Exchange is Altered

1031 Exchange

Eliminating the use of Section 1031 of the Internal Revenue Code by certain high net worth investors could negatively impact individual investors, small business owners, and the overall economy. Durin[...] Read More

December 29, 2021

Helping Financial Professionals Find and Focus on Priorities

Advisor Solutions Growing Your Practice

Insights from Financial Professional Coach Brian Margolis on Being Intentional and Relevant Most financial professionals know about the 80/20 rule in which a small number of actions are responsible fo[...] Read More

December 08, 2020

FAQs About Opportunity Zones

Opportunity Zones

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions When Opportunity Zones were created under the 2017 Tax Cuts and Jobs Act and signed into law by the President, u[...] Read More

November 24, 2020

A Financial Professional's Guide to Virtual Business Building

Advisor Solutions Technology Growing Your Practice

When the COVID-19 pandemic hit, financial advisors almost overnight faced business disruption. Gone were in-person lunches, seminars, and almost every common business development practice. While the n[...] Read More

November 10, 2020

The Impact of COVID-19 on Self-Storage

Industrial Real Estate Commercial Real Estate

Self-storage is among the sectors best equipped to adapt to this economically challenging time and new social distancing practices. August 27, 2020 As the nation faces the ongoing COVID-19 pandemic, c[...] Read More

October 30, 2020

1031 Exchanges Caught in Political Crosshairs

1031 Exchange

Joe Biden’s plan to eliminate a real estate statute to pay for improved care for children and healthcare for seniors is full of good intentions and common misconceptions. Read More

October 15, 2020

Understanding Conversions

Inbound Marketing

In the context of inbound marketing, a conversion is defined as a moment when a website visitor takes a desired action. This action could be anything from clicking a button to filling out a form or bo[...] Read More

October 08, 2020

How One RIA Attracted Over 200 Accredited Investors per Month

Lead Generation Inbound Marketing

Search Engine Marketing (SEM) strategy resulted in a significant increase in qualified prospects Ask financial professionals today what their greatest challenge is in managing their practices and you [...] Read More

September 29, 2020

6 Real Estate Investment Tips To Consider Before Investing in a Qualified Opportunity Fund

Real Estate Financial Planning

Since its formation under the 2017 Tax Cuts and Jobs Act, the Qualified Opportunity Zone (QOZ) program has created a lot of buzz in the investment industry, especially with the significant tax advanta[...] Read More

September 15, 2020

Understanding Qualified Opportunity Zones

Real Estate Financial Planning

Qualified Opportunity Zones (QOZs) were defined under the 2017 Tax Cuts and Jobs Act and are intended to help revitalize economically distressed communities using private investments rather than taxpa[...] Read More