by Jack Boyes | Aug 21, 2019 | Business planning, Foreign Investing, Tax Planning
By Kristie Parker, Esq. I was recently watching a TV series where “regular Americans” were searching for their dream property…in Honduras. More and more frequently we hear from clients who want to purchase real estate in a foreign country. Because there are over 195...
by Mat Sorensen | Feb 4, 2019 | Business planning, Retirement Planning
A 401(k) is a great benefit normally associated with large companies where the employee makes contributions and the employer offers a match. The contribution limits are high (and total max contribution of 56k for 2019) and can allow for significant tax deferral on the...
by Lee Chen | Oct 26, 2018 | Asset Protection, Business planning, Law, Litigation
In an ideal world, this article would not need to be written. However, any investor is bound to experience a situation where they will lose money on a deal. We all know that, for the most part, investing in the stock market involves the risk that investments will drop...
by Jarom Bergeson | Oct 16, 2018 | Business planning
You’re starting a new business or growing an existing one, and you need money – most new or growing businesses do. In that situation, it’s only natural to turn to the people you know the best and trust the most – your friends and family. Spend a few minutes on any...
by Mat Sorensen | Sep 18, 2018 | Business planning, Real Estate, Small Business, Tax Planning
What is a Qualified Opportunity Zone Fund? Here’s the short version, it’s a new break that allows you to re-invest gains from any assets (real estate, stock, etc.) into qualifying go-zone funds. You get both tax deferral and some tax reduction as a result...
by Deven Munns | Jun 5, 2018 | Asset Protection, Business planning, Estate Planning, Retirement Planning
Many people ask us on a regular basis ‘who’ is going to carry out their wishes when they’re gone. All of us should have a Will or Trust, but the ‘people’ that are going to implement it can be a big question mark sometimes. It’s...
