January 23, 2019

I recently listened to a podcast, Humans 2.0 with Mark Metry, in which Metry interviewed Gretchen Rubin. Rubin is an author, blogger, and speaker who has written several books including “The Happiness Project”, “Better Than Before”, and “The Four Tendencies”, which a...

October 25, 2018

Yesterday’s Wall Street Journal headline “Market Whiplash Rattles Investors”, after the major stock market indexes went into a downward spiral over the past week, bounced back, then dropped dramatically (again) yesterday.  For many investors, this may be causing heartb...

October 15, 2018

We are looking forward to participating in the this "non-conventional lending conference" organized by the Geraci Law Firm with the Platinum sponsorship by the American Association of Private Lenders (AAPL) from Oct. 16 to 18 in Miami. 

Where Deals a...

October 12, 2018

Photo curtesy of Jim Markland, Sr 

If your net taxable income for 2018 is near or over $500,000 for the 2018 tax year, we will help you to not only reduce (or potentially zero out) your federal income tax liability, but also save SIGNIFICANTLY more for retirement and fu...

August 13, 2017

CEO's, CFO's and fund managers understand the importance of maintaining readily available cash for unexpected needs, or to take advantage of new opportunities quickly.  However, cash sitting in vehicles like Certificates of Deposit, Money Market Account, Savings or eve...

June 12, 2016

Investing in land that is eligible for donation as a Conservation Easement can allow an individual taxpayer to deduct up to 50% of their Adjusted Gross Income (AGI) for tax year 2016.

In terms of potential tax savings, $50,000 expended toward purchasing such a property...

April 15, 2016

With the steep decline in oil prices, and the surge in bankruptcies among US land-based drillers, there appears to be an opportunity to acquire assets, such as drilling rigs, at steep discounts to their original cost.

The question for an investor in these dist...

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