Doug
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Recent activity by Doug-
The Basics of a 1031 Exchange: Pros, Cons, and Key Requirements
The U.S. tax code can seem like a dense forest of regulations and rules. Nestled within it, however, are provisions that can benefit real estate investors, one of which is Section 1031. This sectio...
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Recourse v.s Non-Recourse loans (and Personal Guarantees "PG's")
I often speak with clients regarding questions about recourse lending and personal guarantees. Many of our clients invest in real estate for the diversification of their portfolio, as well as the h...
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Estate Planning Checklist
Estate Planning goes hand in hand with Asset Protection and are often addressed together. While Asset Protection is primarily concerned with protecting your assets from creditors and predators whil...
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401K vs. IRA which is more protected?
One of the most common questions we answer is related to the protections around a 401K vs. the protections around an IRA. This comes up often when a 401K is rolled over into an IRA. To understand ...
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Transferring Investment Property into an LLC (The Due of Transfer Clause)
As part of a comprehensive Asset Protection strategy, we often recommend putting investment property into an LLC. The advantages of using an LLC to hold real estate are significant and moving your...
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Where should I set up the LLC for my Investment Property?
I am often asked some version of the question: "Where should I set up the LLC which will own my rental property? Can I use a "better" state like WY, NV, AZ or Delaware, or should I use the State w...
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Does my Arizona AMLP need to file an Arizona Tax Return?
The question for most of our clients is: "Does my Arizona LP need to file an Arizona tax return if I am not a resident of the State and the partnership does not do any business in the State of Ariz...
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Does an LLC taxed as an S-Corp still have restriction on ownership?
The answer is YES, there are still restrictions on ownership for an LLC that is taxed as an S-Corporation. There is some confusion and it is important to understand that even if you have an LLC, on...
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Transferring your home into the Bridge Trust (Garn St. Germain Act)
Client often ask if transferring their home into the Bridge Trust will trigger the Due-On-Transfer clause of their mortgage. The short answer is no. The Bridge Trust is an inter vivos trust in ...
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LAND TRUSTS: How they work and when to use one.
Land Trusts fall into a class of Trust called "Special Purpose Trusts". An SPT is any trust which has a specific and limited purpose. This would include a Land Trust, which are designed only to h...