InSight

Tag: Income

1031 Exchange
Articles
Kevin Taylor

1031 Fee Structure

Asset Based Fees Low High Fee $0.00 $500,000.00 $1,500 $500,000.01 $1,000,000.00 $2,000 $1,000,000.01 $3,000,000.00 $2,500 $3,000,000.01 and up $3,000 Additional Service Fees Event Fee Replacement Properties $350/per acquired Back-to-Back Closings $250 Rush Fee (inside 48 Hours) $500 Wire Fee $35

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1031 Exchange
Articles
Kevin Taylor

Tax Mitigation Playbook: The Basic’s of a 1031

45 Days You have 45 days after the sale of your relinquished property to identify your replacement property(ies). Identification of replacement properties must be unambiguous, using a legal description or physical address. It must be in writing, dated, signed, and

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Tax Free Rental Income 
Articles
Kevin Taylor

How To: Get Tax Free Rental Income 

Let’s paint a picture of what that world might look like if you could successfully put a rental property into a Roth account. With a Roth, growth in the value of the assets is tax free and the income that

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Definitions: Cash Flow

Cash flow is for us the best leading indicator of the success of a business or a personal balance sheet. Cash flow math is simple, revenue (income) minus outflow (expense) equals cash flow. This amount in surplus to outflow allows

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Definitions: Income

Income, for planning purposes is any source of income that comes into your personal or professional balance sheet. Most people see this is income from their employment. We focus chiefly on investment income. This come from a few different sources:

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Investments for Dentists
Articles
Kevin Taylor

Best Investments for Dentists

What are the best investments for dentists? You’ve invested in your education, in your practice, and in your staff, but how do you make investments for yourself to ensure the health of your personal retirement and practice? These are the

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