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Portfolio Management (Putt Spot)

Financial Planning Dentist

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Tax Mitigation Playbook: What is a 1031 Exchange?

1031 exchange is one of the most popular tax strategies available when selling and buying real estate “held for productive use in a trade or business or investment”. It allows the owner of a property to exchange one asset for another. Our clients uses this strategy to: Scale Up – by increasing

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boulder financial planning experts with 1031 tax mitigation experience
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Kevin Taylor

Adding a Real Estate Investment

Why Real Estate: Time travel – several of the projects and existing real estate ideas we have access to formed early last year. As a result, they have locked in lending rates in the mid to low 3%s. Well below the rates, we expect to see in the near future.

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