Experienced 1031 Exchange
If you’re considering selling property and want to defer or even eliminate the capital gains that may arise from the sale of the property, a 1031 Exchange may be an appropriate solution. We begin each 1031 Exchange by working to understand how the exchange aligns with your financial needs and goals and the details of the exchange. We'll discuss potential replacement properties and ensure the closing process goes smoothly.
Intelligent College Planning
A college education offers the ability to compete in today's competitive job market, increased earning power, and expanded horizons. But these advantages come at a price. Many families finance college with help from student loans and financial aid such as grants, work-study, private loans, current income, gifts, and creative cost-cutting measures. But savings are the cornerstone of any successful college financing plan.
Financial Planning for Physicians
As a physician, your commitment to and investment in education, training, and career development may make it difficult to find the time to plan for your future. But at each stage, it’s important to optimize—through investment strategies and tax planning—the resources you have available to best meet your goals. Our approach to financial planning will bring clarity and security in a process that has many moving parts.