by Stephen Morris, CPA, MBT, CCIM | Jun 5, 2023 | Tax Strategies
Estate planning is a critical aspect of personal wealth management. By planning ahead, you can ensure your assets are distributed according to your wishes while minimizing potential tax liabilities. This comprehensive guide will focus on estate tax planning...
by Stephen Morris, CPA, MBT, CCIM | May 30, 2023 | Real Estate
I hope everyone had a wonderful Memorial Day weekend Let’s start off this week with another discussion of real estate investment analysis. It is my contention that vacancy and turnover costs are an area that optimistic real estate investors bury their heads in the...
by Stephen Morris, CPA, MBT, CCIM | May 29, 2023 | Tax Strategies
In the intricate world of finance and business, Certified Public Accountants (CPAs) play a vital role. These financial professionals not only oversee financial operations for organizations but also contribute to strategic decision-making processes. A CPA is a...
by Stephen Morris, CPA, MBT, CCIM | May 16, 2023 | International, Tax Strategies
As part of the ongoing series on international taxation, we are going to delve into various areas, focusing first on the fundamentals, then moving on to US inbound taxpayers and eventually over the course of several months, working on US outbound taxpayers. US inbound...
by Stephen Morris, CPA, MBT, CCIM | May 11, 2023 | Real Estate
I love talking about real estate investing strategies as much as I love talking about real estate tax strategies, so in this article I want to focus on the concepts you need to consider when you are buying out of your area such as an investment in an out of state...
