by Nick Montagenese | Mar 29, 2018 | Articles
Trading Spaces: Using Real Estate Swaps as a Tax Mitigation Technique I often deal with real estate investors, looking to get out from under some of their properties or begin their exit planning, working toward retirement. Inevitably during the discussion, the...
by Nick Montagenese | Feb 28, 2018 | Articles
Traditionally, estate planning attorneys have discussed how to handle the typical assets owned by an average individual. These usually include cash, bank accounts, real estate, and personal property. In the digital age, our digital assets and online profile have...
by Nick Montagenese | Feb 19, 2018 | Articles
The number of “family treasures” a person can collect over several decades can be overwhelming. Outside of items you purchased, you also likely held onto gifts from weddings, birthdays, and milestone anniversaries. These have been saved with good...
by Nick Montagenese | Feb 7, 2018 | Articles
Creating an estate plan is often pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary from lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason, now is the time...
by Nick Montagenese | Jan 21, 2018 | Articles
The newly enacted section 199A of the internal revenue code create great tax saving for small business owners and closely held companies. Pass Through Entities The new section applies only to “pass through entities.” The IRC defines this to include LLCs,...
