Big Beautiful Bill

The landscape for angel investors is shifting. Over 63,000 active individuals fueled a surge in U.S. funding last year, pouring billions into innovative ventures. Yet, many angel investors, particularly seasoned professionals seeking stability alongside high-growth bets, are looking beyond volatile early stage companies.  From our experience, blending traditional angel investing with tangible real estate investments…

Navigating tax season doesn’t have to mean writing big checks to the IRS. Savvy investors know strategic moves can dramatically shrink your tax burden. Take Qualified Small Business Stock: hold it for 3 years and exclude 50% of gains. Hold for 4 years? That jumps to 75%! Reach 5 years, and you could exclude 100%…

More everyday Americans are now steering their own financial futures. Retail investors account for 15% to 25% of trading volume in US markets, which is a significant jump since 2020. This shift brings exciting opportunities, but also new tax implications many find complex. If navigating capital gains, ordinary income rules, or simply lowering your tax…

Figuring out investor classifications feels like cracking a secret tax code sometimes, doesn’t it? Especially when tax credits worth thousands hang in the balance. Did you know that qualifying as an “accredited investor” often means meeting strict financial benchmarks? Think of consistent high income or significant net worth excluding your home. This status is your…

Did you know that today, more Americans are qualifying as accredited investors than ever before? Back in the early ’80s, just under 2% of households met the bar. Fast forward to recent years, and nearly one in five U.S. households (over 24 million) fit the criteria. Inflation quietly did the heavy lifting here. The Securities…

Early 2025 brought mixed signals for the commercial real estate market. Transaction volume dipped significantly, down roughly 22% from the prior quarter and nearly 20% year-over-year, settling around $69 billion. While some property types saw modest price increases per square foot, the overall slowdown in deal activity across all sectors was undeniable. This climate makes…

That feeling when your hard-earned real estate profits bump you into the highest tax bracket? For 2025, single filers above $626,350 and couples over $751,600 face that top 37% federal rate. Ouch. If significant real estate investment income or capital gains are part of your financial picture, then smart tax planning is de rigueur.  From…

Think small businesses are just the neighborhood shop? Think bigger. Nearly every single US company (we’re talking 99.9%) is small. These businesses aren’t just local fixtures. They’re the powerhouse driving trillions in economic activity, the real engine keeping America moving. That’s why the newly signed Big Beautiful Bill (BBB) is such major news, especially its…

Let’s face it, housing prices are  high, and they’re out of reach for most. Recent data shows nearly three out of five households in the U.S. can’t afford a $300,000 home, which is now considered a middle-tier price point in many markets. That affordability gap is hitting everyone, from first-time homebuyers to experienced investors. From…

Some of the biggest tax breaks in 2025 are landing in the laps of high-income earners. While most families see a modest boost, the top 1%, roughly 2.4 million Americans, are walking away with annual tax savings that reach five figures. Those at the very top? They’re pocketing close to $300,000 or more each year…