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  • Tax Alert OBBA

Key Tax Changes in the One Big Beautiful Bill

July 11, 2025|Comments Off on Key Tax Changes in the One Big Beautiful Bill

What’s in the One Big Beautiful Bill? Signed into law on July 4, 2025, this sweeping legislation includes more than 100 tax provisions. It builds on the Tax Cuts and Jobs Act (TCJA), modifying and in some cases permanently extending key provisions. The bill aims to update the tax code, stimulate business investment, and introduce new benefits for individual taxpayers. It also accelerates the phaseout of several clean energy incentives.

  • CRE QTRLY Update

Mid-Year Construction Update: Market Dynamics and Key Sector Performances

July 1, 2025|Comments Off on Mid-Year Construction Update: Market Dynamics and Key Sector Performances

At midyear, the construction market is a mix of strength and uncertainty. While sectors like data centers are seeing strong demand, policy shifts, cost pressures, and labor shortages are affecting project planning across the board. Contractors are staying focused on adaptability and long-term strategy as they respond to changing conditions.

  • Life Insurance Matters for Real Estate Investors

Why Life Insurance Matters for Real Estate Investors

June 30, 2025|Comments Off on Why Life Insurance Matters for Real Estate Investors

Being an investor in real estate requires a great deal of skill, including identifying potential investment opportunities, planning for capital investment, and maintaining properties over time. For high-net-worth investors whose estate values exceed the lifetime exclusion amount, this can lead to substantial exposure. Learn what unique financial challenges and opportunities investors should consider for wealth management and estate planning strategies.