Real Estate

10 Planning Strategies for Year-End

10 Planning Strategies for Year-End

As we approach the end of 2019, individuals and businesses may have unique opportunities to creatively boost savings, make investments, transfer wealth, implement certain tax strategies, and more.  Proper planning and implementation now, with over two months remaining in 2019, can save a lot of headaches and rushed decision-making during the final days of December.

UPREITs - A Real Estate Exit Planning Technique

UPREITs - A Real Estate Exit Planning Technique

An UPREIT strategy can permit unique opportunities for concentrated real estate owners looking to exit successful real estate investments. It allows for a unique combination of succession opportunities, enhanced risk and investment management, tax planning and increased estate administration ease.