Marketing Sessions Provide Unique Benefits
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Posted in Autumn 2005, Formulas and Strategies on September 2005
Stats: 1,909 views and Comments Off on Marketing Sessions Provide Unique Benefits

For 30 years I have been asked the question: “Why in the world should I take several days out of my schedule, spend money, and maybe travel a couple thousand miles to attend a marketing session?” The answer is because a marketing session will create transaction closings that could be achieved by no other marketing […]

Selling Investments in “C” Corporations
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Posted in Formulas and Strategies, Winter 2005 on January 2005
Stats: 2,227 views and Comments Off on Selling Investments in “C” Corporations

Co-authored by: Jim Wilson, S.E.C., CCIM (Orlando, Florida) Editor’s Note: Walt Ricker is involved with corporate acquisitions for MidCoast Financial, Inc. of Lake Worth Florida, a Society of Exchange Counselors meeting sponsor. We think you’ll enjoy his company’s unique approach to real estate and C Corporations. It is not necessary to pay out a majority […]

Partners with Different Wants and Needs
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Posted in Autumn 2004, Feature Articles on September 2004
Stats: 1,855 views and Comments Off on Partners with Different Wants and Needs

Roger and three partners own a well-maintained 80-unit apartment complex that they developed 17 years ago. The property is free and clear of debt and virtually all of the depreciation deductions have been taken. The after-tax return on the current equity is MUCH lower than acceptable to the partners and Roger is ready to be […]

Giving Can Be Very Profitable
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Posted in Feature Articles, Summer 2004 on July 2004
Stats: 1,901 views and Comments Off on Giving Can Be Very Profitable

Unfortunately, I have seen a great many people instantaneously close their minds and stop listening to anything said when the word “charity” is mentioned. The problem is that a Charitable Remainder Trust (CRT) would be the most ideal strategy for preserving their wealth for a large percentage of these people. When using a CRT strategy, […]

Self-directed CRT’s
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Posted in Feature Articles, Spring 2004 on May 2004
Stats: 2,103 views and Comments Off on Self-directed CRT’s

Why establish a Charitable Remainder Trust There is no pat answer to why people establish their own charitable remainder trust (CRT) or trusts. Reasons vary with each person’s individual situation. Often there is a combination of reasons. The following are the most common reasons that people choose to establish a self-directed charitable remainder trust: ELIMINATE […]

Eliminate the Tax on Sale of Property without Exchanging
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Posted in Feature Articles, Winter 2004 on January 2004
Stats: 1,839 views and Comments Off on Eliminate the Tax on Sale of Property without Exchanging

1031 exchanges are widely known and used almost as a matter of course in commercial and investment real estate transactions to defer capital gains taxes these days. The effective use of the CHARITABLE REMAINDER TRUSTS (CRT), the other method of selling property and ELIMINATING both the capital gains and any estate tax exposure, is just […]