The Solo 401(k) Plan: A Wealth-Building Tool for High-Income Doctors

Key Takeaways Solo 401(k) for high income doctors is a retirement plan that allows self-employed doctors or those with side practices to save more money toward their retirement. This plan offers higher contribution limits than most plans, which allows physicians to reduce taxes and accumulate wealth more quickly. Solo 401(k)s provide flexible investing options and […]

Private Equity and Physician Practices: Navigating the New Landscape

Key Takeaways Private equity investing for doctors refers to doctors investing some of their funds into private companies, typically not publicly traded. Many doctors pursue these investments for the opportunity to build wealth beyond their standard paycheck. Private equity can provide greater returns, but it typically involves more risk and less control over the funds. […]

Private Equity and Physician Practices: Navigating the New Landscape

Key Takeaways Private equity investing for doctors refers to doctors investing some of their funds into private companies, typically not publicly traded. Many doctors pursue these investments for the opportunity to build wealth beyond their standard paycheck. Private equity can provide greater returns, but it typically involves more risk and less control over the funds. […]

Rules Explained: Definition, Eligible Properties & Timelines

Key Takeaways 1031 exchange rules explained. The tax code that lets you defer capital gains when like-kind real estate is swapped. The rules impose hard deadlines: 45 days to identify replacement property and 180 days to close. Eligible property needs to be investment or commercial real estate, not principal residences. You’ll need Form 8824 and […]

Cost Segregation for Real Estate Investors: What It Is, How It Works, and When to Use It

Key Takeaways Cost segregation is a tax strategy that breaks down assets to speed depreciation and reduce your taxable bill right now. It separates out a building into components such as fixtures, wiring, and landscaping, with shorter depreciable lives. Research indicates that owners can recoup thousands to millions in accelerated deductions based on property value […]

How to Underwrite a Real Estate Syndication Deal as a Passive Investor

Key Takeaways Deal underwriting to me means evaluating an investment for risks and returns and cash flow, where you are a passive investor. It includes income projections, expense projections, market comps and exit scenarios to determine buy and hold thresholds. Good underwriting utilizes explicit underwriting such as net operating income, cap rate and cash on […]

Depreciation Strategies: Major Tax Advantages for High Earners

Key Takeaways High earner depreciation benefits are tax regulations that allow individuals to reduce taxable income by amortizing asset value over a period of time. They govern property, equipment, and certain investments and when employed properly can trim tax bills. High earners appreciate depreciation and they frequently combine it with cost segregation or bonus depreciation […]