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Articles
Kate Palone

Medicare Resources

Medicare Resources Enrolling in Medicare can be confusing and challenging due to the various rules, deadlines, and penalties associated with the different parts of the program. Many people struggle to understand when and how to sign up, especially if they

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Articles
Kevin Taylor

Biden’s Proposed Budget on 1031 Exchanges

Analyzing the Impact of Biden’s Proposed Budget on 1031 Exchanges The release of President Biden’s FY 2025 Budget, outlined by the US Department of Treasury in what is colloquially known as the “Green Book,” suggests implementing strict limitations on IRC

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Articles
Kevin Taylor

What does the Nasdaq rebalancing mean for portfolios?

News from Reuters about a “special rebalance” happening in the Nasdaq 100 index is making headlines – but what does it mean for investors who use benchmarks and indexes to drive their performance? The Nasdaq exchange operator (NDAQ) is taking

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Articles
Kevin Taylor

What Constitutes “Like-Kind” in a 1031 Exchange?

The requirement for tax-deferred exchanges of property has always stated that the Replacement Property acquired must be of a “like-kind” to the property sold, known as the Relinquished Property. This principle has been in effect since the addition of IRC

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Articles
Kevin Taylor

Using a 1031 Exchange as part of a divorce

During the course of real estate ownership, there are instances where the transfer of property title occurs involuntarily. One such situation is when a couple goes through a divorce, which often leads to the sale of the property to a

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