Financial Services

During a divorce, property must be divided in a just and right manner. In a Community Property state (California and Texas are examples), this means all property acquired by either spouse during the marriage stands to be divided. Even if the couple never legally married – same-sex couples or opposite-sex couples – each party may have an equity claim to

Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role as an exit strategy. Join our webinar on October 19 to learn about Tax Reform & ESOPs. Learn about Employee Stock Ownership Plans and hear special guest Shane Lieberman of the US Office of Public Policy

I get lots of calls from people asking about the advantages of investing in mortgage notes. Most of those calls come from landlords who own one or more rental properties, and they share a common dilemma. The reason they bought rental properties was to have stable, monthly stream of income—not because they wanted an endless stream of headaches from tenants.

Divorce is difficult enough. What could add to the anxiety that divorce brings? Taxes. If you are one of the many people who recently divorced this year, as a result you will be coping with new tax issues, and you may be filing your own tax return for the first time. Here are several tips to help you handle tax