Timothy Sumer

Sign up for our LIVE Tax Strategies webinars. Twice a month we host an in-depth look at tax strategies for HNWI, real estate owners, rental property owners and landlords. Using •401K, limits of $22,500, $7,500 Catch up and match total $60,000 • Defined Benefit Plans, $265,000 • IRA, ROTH IRA, SEP IRA, Simple IRA, $6,000, $1,000 catch up • Oil & Gas Drilling, 70% to 90% deduction on investment • 1031 Tax-Deferred Real Estate Exchanges • Opportunity Zone Funds• 7702b for C Corps using Cash Value LTC• Captive Insurance • Charitable Remainder Trust and Charitable LLC’s. View our available webinars --- Want information now? Head to our resources page. View our current listings (AI ONLY) View our past listing (General Public) Keywords: real estate, tax credits, tax codes, tax deductions, 2023, federal tax laws, state tax laws, energy-efficient home credit, historic rehabilitation credit, low-income housing credit, Section 1031 exchange, Section 121 exclusion, Sectio...

There is still some debate over the specific cause of rising prices, but it can no longer be denied that basic goods and services are getting more expensive. Inflation is now impacting the life and livelihood of the average American, and, while it remains true that we have experienced a fortunate and extended period of low inflation, it appears as though all good things do, in fact, come to an end -- and now is simply the end of inflation’s record lows. The implication of high, or rising, inflation costs for investors is that high inflation can impact the value of a future stream of cash flow. For this reason, investors need to achieve returns that are higher than the rate of inflation. This means that now, more than ever, investors should be preparing to adjust their investment strategies moving forward and tactfully plan to hedge against inflation. In our article, we define inflation, discuss how it can be a headwind for investors, and develop one core idea: that real est...