What is a COPE for Asset Protection?
A Charging Order Protection Entity (COPE) is a unique type of entity that can provide additional protection for the assets it holds from the owner’s personal liabilities. It is far more advanced and complex than the average LLC.
Raising Capital in 2025: What Real Estate Investors Need to Know Now
Raising capital for real estate deals isn’t what it used to be. The game has changed—again. In the wake of rising interest rates and the first real wave of investor losses in over a decade, many private equity and real estate investors are realizing the hard truth: attracting capital today isn’t about having the best […]
When to Use the Domestic Asset Protection Trust (DAPT)
When you want to safeguard hard-earned assets from creditors and lawsuits, everyone looks for a solution that can provide security and peace of mind. A domestic asset protection trust (DAPT) can check both of those boxes. Whether you’re a business owner, a high-net-worth individual, or simply someone looking to protect their financial future, it’ll be […]
How Many Properties Should I Put in My LLC?
I believe in smart investing, not overcomplicating. Setting up an LLC for every rental property might seem like a great idea, but for the majority of investors, it’s just a costly and inefficient move—especially when equity is still building.
Silent Partner – 3 SEC Compliant Ways to Bring One on
There comes a time in the lifespan of just about every business when the potential for substantial growth comes to fruition, and additional capital is necessary to make that growth happen. It’s at these moments you’ll probably start looking for people to invest in your business.
Where to Set-up my Corporation or LLC
Choosing the State in which to set-up your corporation or LLC is actually a very straightforward decision. Don’t let someone talk you into setting up your new entity in Nevada, Delaware, Wyoming or Utah…just to name a few.
199A Deduction for Rental Real Estate Investors
If you have rental losses, you DO NOT want your enterprise to be considered QBI and included in the 199A Deduction calculation, BUT you (or your spouse) DO want to be considered a real estate professional in order to deduct the losses against your other ordinary income.
10 Steps to Purchasing Your Next Rental Property
I recommend to ALL of our clients to purchase at least one rental property a year for tax planning and wealth building benefits.
The Real Estate Professional Tax Strategy
I’m often surprised how many taxpayers get fixated on being a Real Estate Professional as their primary tax-planning goal, while others avoid it like the plague. Yet, there are still others that don’t even know what the fuss is all about.
