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The Millionaires Are Leaving! (But it’s not for the reason you think)

The Millionaires Are Leaving! (But it’s not for the reason you think)

by Stephen Morris, CPA, MBT, CCIM | Mar 3, 2023 | Uncategorized

I read an interesting report, linked below, yesterday which talked about the migration patterns of millionaires from the USA (which sounds like birds were being studied). The short of it is that there’s been a net out migration of millionaires in the US (that is, the...
Consider Internationalizing Your Life

Consider Internationalizing Your Life

by Stephen Morris, CPA, MBT, CCIM | Feb 13, 2023 | International

Another major topic that I get a lot of questions on is how to save a lot of taxes in a very quick amount of time. Usually, for real estate investment strategies to work towards your advantage, you need to actually go out and buy real estate. Other concepts, such as...
Momentum first, compliance second (Quick Tip!)

Momentum first, compliance second (Quick Tip!)

by Stephen Morris, CPA, MBT, CCIM | Feb 13, 2023 | Uncategorized

Very often, I’ll get calls or emails from prospective clients asking me how to construct the perfect tax planning strategy to meet their needs. Usually, they start off the call with a very excited introduction into their business plan but then the conversation quickly...
Decoding Real Estate Risks: A Guide for Investors

Decoding Real Estate Risks: A Guide for Investors

by Stephen Morris, CPA, MBT, CCIM | Jan 27, 2023 | Real Estate

Today I wanted to address an issue that is near and dear to my heart. I’ve been in the real estate world as of the time of this writing for close to 19 years and an owner and developer for nearly 10 years. As a native to Los Angeles, I’ve seen this city change from...
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