Upgrading your home’s energy efficiency can not only help the environment and reduce your electric bills, but it can also provide you with valuable tax credits to cover a portion of qualifying improvement expenses beginning in 2023. Energy Efficient Home Improvement Credits Under the Inflation Reduction Act signed into law in 2022, homeowners may earn […]
Posted on January 17, 2023
by
Adam Fisher
In this episode, Associate Director of Tax Services Adam Fisher explains passive activity loss rules and how they benefit real estate investors.
Posted on December 12, 2022
The IRS has released the annual cost-of-living adjustments to various provisions of the tax code for 2023, noting that some of the changes are significant due to persistently high inflation. For some taxpayers, these adjustments will result in higher take-home pay, larger credits and deductions, and the ability to protect more assets from the federal […]
Posted on December 06, 2022
by
Rick Bazzani
According to the National Association of Realtors, sales of second homes spiked dramatically during the first two years of the pandemic due, in part, to historically low interest rates and the ability to work remotely from anywhere in the world. Today, even as home sales have slowed slightly, purchasing a second home for personal enjoyment, […]
Posted on October 20, 2022
by
Heath Standorf
In this episode Associate Director of Family Office Services Heath Standorf explains how high-net-worth families benefit from family office services.
Posted on September 27, 2022
by
Sarah Gaymon
In 2007, multi-millionaire hotelier Leona Helmsley made headlines when she passed away leaving $12 million to her dog Trouble. Today, it is commonplace for pet owners to specify in their wills how they wish their furry friends to be cared for financially and physically long after they are gone. In fact, all U.S. states and […]
