InSight

Tag: Tax Planning

1031 Exchange Alternative
Articles
Peter Locke

An Alternative or Back-up for the 1031 Exchange

The Delaware Statutory Trust (DST) is a trust that is structured as a pass-through entity and can hold passive Real Estate. It can function as a 1031 Exchange Alternative. All of the debt is nonrecourse and the income, net of

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Articles
Peter Locke

What’s the value? 

This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™.  Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same.  

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tax planning
Articles
Kevin Taylor

Year-End Tax Planning Under the Biden Administration

A lack of political clarity means not knowing whether Democrats can push their legislative agenda faster. If Democrats gain control of the US Senate, Republicans won’t have the control to force legislation gridlock. Therefore, without this crucial information year end

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