by Jarom Bergeson | Jun 20, 2017 | Estate Planning, Real Estate, Tax Planning
I have a close relative who works in fund-raising for a fairly large university. While he loves receiving large charitable donations in the form of immediately available cash or other marketable assets (such as real estate and publicly-traded stock), he knows that...
by Kevin Kennedy | Jun 6, 2017 | Real Estate
Sir Francis Bacon put it best when he said, “knowledge is power”. Not only does he have a great last name but he gives good advice that applies to all facets of life including investing in real estate. Whether you are new to real estate investing, or a seasoned...
by Jarom Bergeson | May 9, 2017 | Business planning, Real Estate, Small Business
Your federal government has modified rules making it easier to raise more money from so-called “unaccredited investors”. Under the updated rule, known as Rule 504, you can raise up to $5 million from unaccredited investors in a 12-month period. Prior to the 2017...
by Lee Chen | Apr 4, 2017 | Real Estate
We all know that title insurance is a necessity when purchasing real estate, but many do not have a sufficient understanding of what title insurance is really for and steps we can take to deal with title insurance companies to prevent being embroiled in a title...
by Kevin Kennedy | Feb 28, 2017 | Business planning, Real Estate
Thousands of real estate deals/projects involve the use of promissory notes as a way to raise money to fund the project. If you are raising capital for a real estate project using promissory notes and you assume incorrectly that securities laws do not apply to your...
by Jarom Bergeson | Feb 21, 2017 | Business planning, Law, Real Estate, Tax Planning
Just “having” an S-Corporation may not be enough. It’s important you make sure to reap the tax and legal benefits of your S-Corp if you’re going to set one up. If you routinely read articles in this space or have heard any of our attorneys speak around the...
