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January 30, 2026 Information

1031 Exchange – Simplified

What Is a 1031 Exchange? A 1031 exchange allows you to sell an investment or business property and purchase another qualifying property without paying capital gains tax at the time of sale. The tax is deferred, not eliminated, allowing your money to remain invested. Why Consider a 1031 Exchange? Defer capital gains tax and depreciation…

July 18, 2025 Information

What the “One Big Beautiful Bill” Means for Your Taxes

Dear Clients, Congress just passed major tax legislation — the One Big Beautiful Bill (OBBB) — with changes starting in 2025 and beyond. Here’s what you need to know:  Tax Rates No change to current tax rates: C corps remain at 21% Top individual rate remains 37% AMT adjustments are now permanent  Standard Deduction (2025) Joint filers: $31,500 Single: $15,750 Head…