We know the past couple of months have been challenging for us all, but hopefully this independence day weekend will help bring some joy into the lives of you and your loved ones. Stay safe and have a great weekend! As always, we’re here to answer any portfolio questions or discuss your planning needs. Click… Read More
A new education piece designed for Accredited Investors, on Understanding Tax-Deferred Exchanges was released today by DST Investments, LLC. To view or download, click here. DST Investments, LLC is a Registered Investment Adviser (RIA) that specializes in only DST Transactions. DST works to solve portfolio and 1031 business problems, takes a consultative approach to every… Read More
“Second homes” or Vacation Homes” offer another opportunity for the 1031 Exchange. Often a taxpayer’s best investment has been his vacation home and yet many tax and legal experts have argued against section 1031 when it came time to sell. Back in February of 2008, the IRS established guidelines for determining whether a vacation home… Read More
Although current circumstances don’t allow many of us to be with all of our friends and family to celebrate, I would like to wish you and your Family a Happy Easter. I hope that you are still able to enjoy the time with those that you live with. Stay safe and healthy!
The Treasury Department and the Internal Revenue Service (IRS) announced Monday that distribution of economic impact payments will begin in the next three weeks and will be distributed automatically, with no action required for most people. However, some seniors and others who typically do not file returns will need to submit a simple tax return… Read More
The Internal Revenue Service (IRS) last week announced special federal income tax return filing and payment relief in response to the ongoing Coronavirus Disease 2019 (COVID-19) emergency. Today the IRS released some answers to frequently asked questions related to the relief. Below are a few of the questions that are likely to be of interest to… Read More
The Social Security Administration announced that all of its local Social offices will be closed to the public for in-person service effective March 17, 2020. The agency said the decision protects the population they serve — older Americans and people with underlying medical conditions — and their employees during the Coronavirus (COVID-19) pandemic. It will,… Read More
The Treasury Department and the Internal Revenue Service are providing special payment relief to individuals and businesses in response to the COVID-19 Outbreak. The filing deadline for tax returns remains April 15, 2020. The IRS urges taxpayers who are owed a refund to file as quickly as possible. For those who can’t file by the… Read More
The Trump administration yesterday announced expanded Medicare telehealth coverage that will enable beneficiaries to receive a wider range of healthcare services from their doctors without having to travel to a healthcare facility. Beginning on March 6, 2020, Medicare — administered by the Centers for Medicare & Medicaid Services (CMS) — will temporarily pay clinicians to… Read More
We will be closed in observance of Thanksgiving on Thursday, November 28th and Friday, November 29th Enjoy Your Holiday!