Investing Archives |

Transfer Vehicles

Rental properties can be great transfer vehicles when held individually till death. Upon death the property gets a step up in basis to the market value at the time of death, if held in the owners name. Once a property has run through its depreciable life and paid off...

Rental Property

Rental property is a great idea and can generate a decent income stream.  I have seen it done with many clients. I have also seen some seen some lose money, by having the rents too cheap to cover the costs of the property. They fear that no one will pay them true...

Commercial Property

Are you in the market for a commercial property?  I have a client looking in the O’Hare corridor for a place with a minimum of 20,000 sq ft. They are running into a number of obstacles. The limited amount of buildings available, not buying outright in cash and Hedge...

Qualified Small-Business Stock

Have you ever heard of qualified small-business stock (QSBS)? I doubt it, it is almost an anomaly. But there are tax benefits is you own them. You could get a nice tax break when you sell: The main tax benefit is 100% gain exclusion for many investors. Individuals who...

Star Wars

People initially questioned Disney’s sanity regarding the purchase of Lucasfilm for $4 billion, when it occurred. Since Disney’s purchase in 2012, the Star Wars franchise has generated close to $5 billion in worldwide box office revenues and in excess of $8 billion in...

The Golden Handcuffs

There are now many homeowners who want to move out of the starter house into a larger one, or smaller if they wish to contract since you are now an empty nester.  But they are locked in the “golden handcuffs” of low mortgage rates and find it too daunting to sell...

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