Article on Apr 17, 2026 Oil & Gas in Your IRA? Yes! And Here’s Why Looking to supercharge your retirement strategy? Discover why oil and gas investments deserve a place in your IRA portfolio. Beyond traditional stocks, private oil and gas partnerships offer accredited investors powerful diversification benefits while potentially enhancing both growth and income for retirement. Daniel Goodwin's upcoming Kiplinger article reveals how these strategic investments can be leveraged within your IRA for maximum advantage. Don't miss his exclusive Masterclass that dives deep into private partnerships, market timing, and implementation strategies. Perfect for high-net-worth individuals seeking alternative investment opportunities backed by America's energy sector.
Article on Apr 9, 2026 Don’t Defer Retirement if You’re a Landlord, Defer Taxes Instead They built a real estate empire — and nearly handed $1 million of it to the IRS. In his latest...
Article on Apr 2, 2026 Tax Advantages of Oil and Gas Investments: What You Need to Know Exploring the unique intersection of energy and tax strategy, Daniel Goodwin’s Kiplinger feature reveals why oil and gas investments remain...
Article on Mar 26, 2026 DSTs and the All-Important Endgame Experienced DST investors know how important it is to have a team behind you that knows how to perform due...
Article on Mar 20, 2026 How A Phone Call Saved My Friend Over $50,000 Using A 1031 Exchange Sometimes it’s better to be lucky than good, and the timing of a phone call from a friend of mine...
Article on Mar 11, 2026 How a DST Solved One Landlord’s Million-Dollar Problem Considering that 10,000 Americans turn 65 every day in America, 1031 Exchanges and Delaware Statutory Trusts (DSTs) are entering a...
Article on Mar 6, 2026 Considering a 1031 Exchange? The Rules You Need to Know The article explains the key rules and strategies around the 1031 tax-deferred exchange, a powerful tool for real estate investors. Fundamentally, a 1031 exchange allows investors to defer capital gains taxes by reinvesting the proceeds from the sale of one investment property into a "like-kind" replacement property. The article outlines the strict timelines involved, the requirement to reinvest the full sale proceeds, and the different exchange structures available. It cautions that professional assistance is critical to navigate the complexities and avoid costly mistakes. Ultimately, the 1031 exchange can be a valuable way to indefinitely defer capital gains, unless the investor decides to cash out, in which case the taxes become due.
Article on Feb 5, 2026 Time Is Running Out on 2026’s Best-Kept Tax Secret If you’ve been following the opportunity zone landscape, you know the December 31, 2026 deadline is fast approaching. But what...
Article on Jan 27, 2026 6 Risks of Delaware Statutory Trusts in 1031 Exchanges Delaware Statutory Trusts (DSTs) in 1031 exchanges come with six significant risks investors should consider: market volatility and potential losses, lack of direct control over investment decisions, illiquidity with long holding periods, multiple fees that can reduce returns, potential changes in IRS rulings affecting tax status, and strict operational restrictions known as the "seven deadly sins." While these risks shouldn't necessarily deter investors, success requires careful preparation, thorough due diligence, and guidance from experienced professionals to determine if DSTs align with personal financial goals.
Article on Jan 16, 2026 2026 Marks a Seismic Shift in Tax Rules, and Investors Could Reap Millions in Rewards 2026 marks a pivotal moment for real estate investors, offering a rare chance to build significant wealth through a “perfect...
Article on Dec 17, 2025 Five Strategies to Defer Capital Gains in Real Estate Investing Real estate investors can defer capital gains taxes using five strategic approaches: selling in low-income years to benefit from reduced tax rates, using installment sales to spread gains over multiple tax years, contributing to donor-advised funds for immediate tax deductions, employing 1031 exchanges to defer taxes by reinvesting in similar properties, and investing in qualified opportunity zones for both tax deferral and potential tax-free appreciation. These strategies require careful planning and professional guidance from a team of experts to maximize benefits while navigating complex tax regulations.
Article on Dec 11, 2025 Delaware Statutory Trusts Attract Real Estate Investors In Droves DSTs are gaining immense popularity among 1031 exchange investors seeking passive income, diversification, and tax deferment from multifamily and commercial real estate. Professionally managed, DSTs provide stable cashflow without landlord duties, offering an appealing hands-off investment alternative.
