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

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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

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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

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