New opportunity zones regulations released: Understanding the impact
The IRS has just released new regulations for the opportunity zone program. Find out the impact on your organization during our webinar.
Seven fundamental principles of a 1031 exchange
A 1031 like-kind exchange allows business owners and investors to defer taxes on the sale of their real estate investments. Learn the seven fundamental principles of a 1031 exchange in this short video.
What happens when a REIT fails to meet its distribution requirement?
Certain events can prevent an REIT from meeting its distribution requirement — 90 percent of taxable income. To avoid putting the trust’s status at risk, you’ll want to understand these two provisions of the Internal Revenue Code.
Protect your digital assets with these cybersecurity best practices
These cybersecurity best practices will help you stay a step ahead of hackers and can keep you and your clients safe.
Independence and objectivity: What incents your investment advisor to act in your best interest?
Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.