Tax Strategies

A comprehensive directory of free educational content created specifically for investors.

Featured Image for Article - What is a Qualified Intermediary For a 1031 Exchange

What is a Qualified Intermediary For a 1031 Exchange?

In this article, learn about the role of a Qualified Intermediary for a 1031 exchange. Topics also include: when and why a Qualified Intermediary is required, the responsibilities of a QI, exchange costs and QI fees, and how to find a great Qualified Intermediary.

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Estate Planning Webinar

Estate Planning: What You Need to Know

Living trust vs a will … do you understand the key differences? Do you understand how estate planning is essential to preserving your wealth? After watching this webinar replay, you’ll be able to answer these questions and more as you begin your journey towards effective estate planning that leads to wealth preservation.

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Featured Image for Article - How Is Passive Income Taxes In 2020

How is Passive Income Taxed in 2020?

In this article, we will answer the question, how is passive income taxed? Along with relevant topics like, passive activity, 2019 passive income tax rates, and how investors can qualify for the many tax advantages offered in the new Tax Cuts Act of 2018. Also learn about the financial impact of short-term versus long-term investments and how they are taxed differently.

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