Month: September 2023
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Retired with investment properties? Consider this low-cost estate tax planning strategy
This straightforward and cost-effective estate planning approach can provide your heirs with a significant financial advantage upon your passing. While it’s not mandatory for you to be both below the age of 65 and retired for this strategy, in most cases, this combination enhances its effectiveness. I will delve into the reasons behind this later Read more…
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The art of billing commercial leases
It all starts with a wrist fight between lawyers and ends with an accountant with a headache. Billing commercial leases can be challenging, but with the guidelines outlined below, the process can be simplified and headaches can be avoided. Simply put, will significantly improve the accuracy of your commercial lease revenues. Full disclosure, this is Read more…