June 30, 2022

Robust Investor Interest Continues to Fuel Opportunity Zone Investments

QOZs blog-post

When the Opportunity Zone (OZ) investment program was launched as part of the 2017 Tax Cuts and Jobs Act, many had high hopes this tax-advantaged piece of legislation would draw widespread investor in[...] Read More

June 02, 2022

1031 Exchange Documents for a Successful Transaction

1031 Exchanges/DSTs blog-post

In previous posts, we have discussed the requirements of a 1031 Exchange and the importance of complying with those requirements to help ensure a successful transaction. Fortunately, there is a series[...] Read More

April 07, 2022

Transform Your Clients’ Tax and Estate Plans with DSTs

1031 Exchanges/DSTs blog-post

Discover how you can expand your services to clients who own investment property. Read More

March 31, 2022

Why are fiduciaries asking about the 1031 exchange?

1031 Exchanges/DSTs blog-post

Chances are, you have clients who hold investment property and may have heard them mention a 1031 exchange. That wouldn’t be surprising, considering this 100-year-old provision of the Internal Revenue[...] Read More

September 09, 2021

Can Commercial Real Estate Serve as a Hedge Against Inflation?

Capital Markets/Commercial Real Estate blog-post

Worried About Inflation? Look to Commercial Real Estate as a Potential Hedge. From the gas pump to the grocery store, consumers have been feeling the pinch of rising prices as the country recovers fro[...] Read More

July 15, 2021

8 Digital Marketing Strategies To Grow Your Client Base

Growing Your Practice blog-post

Reaching your clients where they are has been a staple of marketing for generations. In today's increasingly electronic world, it is crucial that financial planners create a digital marketing strategy[...] Read More

March 09, 2021

Common Misconceptions About Opportunity Zone Investing

QOZs blog-post

As Interest in Opportunity Zone Investing Grows, So Does the List of Investor Questions Ever since the Tax Cuts and Jobs Act was signed into law on December 22, 2017 and investing in opportunity zones[...] Read More

October 15, 2020

Understanding Conversions

Growing Your Practice blog-post

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

Growing Your Practice Case Study blog-post

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

August 18, 2020

Optimize Your Website

Growing Your Practice blog-post

If You Build It, They Will Come. That’s the plan! However, if you really want to attract prospects to your firm’s website, you need to do more than simply build it; you need to optimize it. Search eng[...] Read More