skinny.

Latest / Between Two Chairs - Demystifying Commercial Real Estate

How Can Real Estate Brokers and Investors Lower Their Taxes?

Full disclosure, this is a reposting of an interview we did with Carmen M. Peters, CPA and Concierge Tax Strategist. It was chock-full of year-end tax planning strategies so we decided to post again now, for everyone doing their fourth quarter year-end review and planning for 2027 (which should be everyone!) Additional disclosure: This is for educational content only; consult with qualified tax and legal professionals regarding your individual circumstances.

From choosing the right entity and evaluating an S corporation election to using Solo 401(k)s, HSAs, accurate bookkeeping, and…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.