Infographics
October 12, 2021
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Understanding the Deferred Property Sale Agreement: A Win-Win for Sellers
Selling a property is a significant decision that involves numerous considerations for both the buyer and the seller. While the traditional method of immediate payment is prevalent, some sellers opt for more flexible arrangements. One such option gaining popularity is
September 30, 2021
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Articles
Tax Mitigation Playbook: How much money do you have to reinvest?
In order to defer ALL capital gains and depreciation recapture taxes from the sale of the Relinquished Property the taxpayer must pay an equal or higher price for the Replacement Property than the Relinquished Property was sold. Should any debt
September 28, 2021
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Articles
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
September 15, 2021
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Articles
The Rich Man’s Roth
Life Insurance…. Let me guess, was your first thought, “are you serious?” If so, don’t worry mine was too. How could life insurance be like anything like a Roth? When I was first presented with the idea that life insurance
August 18, 2021
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Videos
August 10, 2021
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Articles
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
July 21, 2021
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Articles
How do the rich pay less in taxes than you?
A large number, if not the majority of our clients at InSight come to us looking for ways to mitigate their tax liability. While a CPA will find backward-looking ways to lower your tax liability, our clients are working to
July 14, 2021
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