Real Estate The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital… Salvatore Russo, Partner
Real Estate Opportunity Zones Under the One Big Beautiful Bill Act August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed… Joseph Matus, Principal
Real Estate How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare April 10, 2024 - Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare. Kim Curtis, Partner
Real Estate Opportunity Zones February 20, 2024 - Explore the evolving landscape of Opportunity Zones and how the proposed legislation could extend the benefits and reporting requirements for investors using Qualified Opportunity Funds… Paul Chmielewski, Partner
Real Estate Strategies to Help Your Child Buy a Home March 20, 2023 - How to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies… Kevin Dorwin, Partner & Practice Leader
Real Estate Domicile vs. Tax Residency: What Is Domicile and How Do You Change It? January 10, 2023 - The distinction of domicile versus residency begins the critical path that determines a person’s tax home for income and estate tax purposes. Steven J. Giacona, Partner & Practice Leader
Real Estate Staying in the Marital Home After Divorce: Emotions vs. Economics December 10, 2022 - As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living… Mariella Foley, Partner
Real Estate Three Things to Consider When Moving to a Non-Income Tax State November 22, 2021 - Changing residency is not as simple as one would think. Extreme care must be taken and you must have a game plan ready to execute.… Cheryl Donaldson, Senior Principal
Real Estate California Homeowners’ Exemption vs. Homestead Exemption: What’s the Difference? May 17, 2021 - Many homeowners may not be aware of an exemption that slightly lowers annual property taxes or the exemption that protects homeowners from a particular kind… Judith Gordon, Principal
Real Estate Dreaming of Downsizing? An Upside Property Tax Consideration November 11, 2019 - California propositions 60 and 90 may help some homeowners maintain their current property tax basis after purchasing a new home.
Real Estate Should I Pay Off My Mortgage? New Tax Law Changes the Math for Some May 5, 2018 - Whether or not to pay off your mortgage is a decision that requires careful thought and consideration of both financial and non financial factors. Kevin Dorwin, Partner & Practice Leader
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…