by Stephen Morris, CPA, MBT, CCIM | Apr 25, 2024 | Uncategorized
https://www.youtube-nocookie.com/embed/Rc3nvBnIiIw?feature=oembed&enablejsapi=1 Welcome to our latest video where we dive deep into the common misconceptions surrounding the formation of Limited Liability Companies (LLCs), particularly for California-based...
by Stephen Morris, CPA, MBT, CCIM | Mar 13, 2024 | Real Estate
When I wrote this title, I had to pause, step away from my computer and take a huge, deep breath to calm down. Now that I’m calm, I can write the following sentence in a nice way: Your expectations of new construction need a reality check. In this article, I’m going...
by Stephen Morris, CPA, MBT, CCIM | Feb 28, 2024 | International
Following my recent article on the pivotal role of global diversification in your life strategy, many of you reached out, eager to understand the initial steps towards broadening your horizons. Embracing an international strategy does require dedication, yet the...
by Stephen Morris, CPA, MBT, CCIM | Feb 27, 2024 | Uncategorized
You may be aware already of the upgraded requirements for most entities formed in the US to report on beneficial ownership requirements through the news or various other websites. In case you aren’t aware, we prepared this nifty little article for you to read to...
by Stephen Morris, CPA, MBT, CCIM | Feb 5, 2024 | Uncategorized
You can read more at the link here to see our thoughts on the issues relating to the real estate professional exception under IRC 469. We are proud to contribute to the AAOA’s magazine and hope to provide more insights into the ever changing tax law landscape. For...
