by Stephen Morris, CPA, MBT, CCIM | Aug 8, 2023 | Tax Strategies
This article is going to sound a bit like heresy, especially in the world of tax advisory but since I tend to wear two hats in my life as an investor and as a tax advisor, I’m always keen to emphasize and strike a balance between the two. Today we’ll be discussing why...
by Stephen Morris, CPA, MBT, CCIM | Jul 26, 2023 | Real Estate, Tax Strategies
This week we’ll dive into some more technical areas of real estate tax law. As you may know, real estate taxation is mostly governed around court cases and a mish mash of revenue rulings, regulations, and other common/best practices. However, one area of tax law...
by Stephen Morris, CPA, MBT, CCIM | Jul 19, 2023 | Real Estate
Picture this: an enticing property hits the market at a tantalizingly affordable price. You know it’s a golden opportunity that’s likely to yield massive returns. But as you scramble to gather your resources, the property slips right through your fingers....
by Stephen Morris, CPA, MBT, CCIM | Jul 5, 2023 | Uncategorized
Tax planning is an essential component of personal finance that often gets overlooked. Whether you’re a working professional, a self-employed entrepreneur, or an investor, understanding the fundamentals of tax planning can significantly reduce your tax liability...
by Stephen Morris, CPA, MBT, CCIM | Jul 5, 2023 | Uncategorized
Let’s take a break from the rants about how tough it is to build anything these days to a technical area of the tax law which is often misunderstood by most people in the real estate world. We’ll delve into the character of real estate gains in this topic so that...
