InSight

Author: Kevin Taylor

boulder financial planning experts with 1031 tax mitigation experience
Articles
Kevin Taylor

Being a Real Estate agent on your first 1031 Exchange

If you’re a real estate agent working on your first 1031 exchange, you might be feeling a little intimidated. After all, this process can be complex and involves many moving parts. However, with some preparation and a good understanding of

View More »
Articles
Kevin Taylor

Why we rebalance?

“Rebalancing is both risk management and capital growth” In this Article: the effect of our recent rebalancing a view of our process in action the result of active risk mitigation Overview Our rebalancing process is an important discipline we maintain

View More »
Boulder Financial Planners and Real Estate Experts
Articles
Kevin Taylor

How do use a 721 exhange?

Let InSight break down the 721 exchange, somewhat similar to the 1031 exchange, which provides investors with a smart way to postpone capital gains taxes when letting go of a property that they’ve held for business or investment purposes. These

View More »
Taxmageddon
Articles
Kevin Taylor

Tax-smart moves that don’t involve tax deferral

Tax-smart moves that don’t involve tax deferral There are several methods that tax planners can use that are not part of the tax deferral strategy category and that might find new and improved legs as this change happens.   Contribute to

View More »

Pin It on Pinterest