The ROBS 401k Funding Strategy
Learn how business owners can use 401k loans to access retirement funds without restructuring their company or relying on complex rollover strategies....
Video Shorts
Don’t Let Divorce Kill Your Tax Break (The 121 Rule)
After divorce, timing matters when deciding whether to live in or sell investment property. See how Section 121 and a 1031 Exchange affect results....
Stop Waiting 2 Years! (1031 Exchange Myth)
Think you must wait 2 years after a 1031 Exchange? Learn the truth and how investors can act sooner without risking taxes....
This Will Save Your Deals: Pick Up the Phone
Avoid costly mistakes in 1031 Exchange and real estate planning. Learn why phone calls are still the smartest way to get clear guidance in 2026....
She Spent $10,000… and the Custodian Rejected It
The wrong self-directed IRA structure can slow transactions and increase costs. Learn how active investors avoid common setup mistakes....
The Tax Consequences of Seller Financing in a 1031 Exchange
Using seller financing in a 1031 Exchange can result in taxable boot. See how notes and installment sale treatment impact tax deferral....
When Section 121 Is Not Enough for Today’s Home Sellers
Rising home values often exceed Section 121 limits. Learn how Section 121 and a 1031 Exchange can work together in mixed-use property sales....
Can You Do a 1031 Exchange Without Going Up in Value?
A 1031 Exchange does not always require going up in value. Learn how value, equity, and debt impact your Exchange....
How Boot Affects Your 1031 Exchange Taxes
Avoid unexpected taxes in your 1031 Exchange. Learn how boot from cash or debt relief is taxed and how to plan your exchange properly....
1031 Exchange Tips to Avoid Unexpected Taxes
Learn when boot is taxable and how filing timing affects your 1031 Exchange. Expert advice from Tom Moore to protect your tax deferral....
