Watch Out for LLC Annual Reporting Scams!

Please be aware of an LLC annual reporting scam perpetuated by a company calling itself Workplace Compliance Services (WCS). The scam attempts to collect $125 from un-suspecting LLC managers who believe they are fulfilling the Louisian Secretary of State’s (SoS) annual reporting requirement. In reality, however, Workplace Compliance Services is not affiliated with the Secretary of State (nor is […]

This is an example of an Offering Memorandum for an investment opportunity in a commercial office building in Shreveport, Louisiana.

Overview of Small Business Retirement Plans

Below is an overview of the most common retirement plans offered by small businesses. If your company doesn’t currently sponsor a retirement plan, or if you’re not pleased with the one you have, this summary can help you see how these choices stack up. Safe Harbor 401(k)s As 401(k) plans have gained popularity, many employees […]

Customization Comes to Target-Date Funds

According to Morningstar, target-date funds (TDFs) attracted approximately $70 billion in 2015. Another research firm, Cerulli Associates, has predicted that 88% of new 401(k) contributions will go into TDFs by the end of 2019. As this market expands, new versions are appearing: the “custom” TDF has been labeled the fastest growing segment. The rise of […]

“Explanation of Blueprint for Creating Long-Term Wealth”
by Dillon Wright

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Young Professionals & Entrepreneurs Blog
November 26, 2018

This file contains a brief explanation of the Blueprint for Building a Success Business, and it provides an overview of the framework for creating long-term wealth (used by the most successful business owners I have worked with during the previous 12+ years).

Holding Stocks in Retirement Accounts

The stock market goes up and, as we’ve learned, it goes down.  Despite the volatility, stocks have been excellent long-term investments for many decades, and there’s no obvious reason to think that the future will be different.  Regular investing in equities, through bull and bear markets, probably should be part of your strategy for building […]

Renting vs. Buying a Home

Should you buy or rent your home?  This decision can include financial and non-financial factors.  Even if the non-financial aspects are extremely important, you should not overlook the financial side. Crucial Ratio One key to choosing between buying or renting is to determine the annual rent-to-purchase price ratio in the housing market you’re considering.  The […]

Passive Activity Losses from Rental Property

In these times of high stock prices and low bond yields, investors may be looking to rental real estate as alternative investments.  This asset class can pay off, in the right situation.  Before making a final decision, however, you should be aware of the tax implications, especially within the realm of passive activity loss rules. Despite […]

Link: 6 Exit Strategies for Your Rental Real Estate

The Real Estate CPA
November 1, 2018

Are we at the top of the market?

No one knows for certain, but we are on the longest bull market in history. And at The Real Estate CPA, we believe we’re closer to the top of the market than the bottom.

If you built up a large amount of equity over the last several years through appreciation and principal paydown, now might be a good time to offload some of those investments and lock in profits while it’s still a seller’s market. Especially the properties you don’t want to hold for the next 5 years, or through a recession or downcycle.