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Helping you to reframe your financial decisions with foundational know-how.

5 Ways to Build Wealth With a 1031 Exchange, The Benefits of a 1031 Exchange
Investing
Gabriel Katzner

5 Ways to Build Wealth With a 1031 Exchange

Cash on hand is key when buying and selling real estate. The 1031 Exchange is a legislative clause that allows real estate investors to defer their capital gains tax liability

Can I transfer money from an IRA to an HSA?
Financial Planning
Gabriel Katzner

Can I transfer money from an IRA to an HSA?

Health savings accounts (HSAs) allow investors with a high-deductible health plan to use pretax dollars to pay for qualified medical expenses. But what if you anticipate a significant medical expense

What is a Silent Partner?
Investing
Gabriel Katzner

What is a Silent Partner?

A successful start-up business often requires both active and silent partners. Active partners are involved in day-to-day business operations. Silent partners are typically limited partners who provide financial support to

How Do You Split an Inherited IRA Between Siblings?
Retirement
Gabriel Katzner

How Do You Split an Inherited IRA Between Siblings?

An individual retirement account (IRA) is a tax-advantaged retirement account managed by an individual. It can be inherited like other assets, but the rules surrounding transferring IRAs to beneficiaries are

What Are the Benefits of Pass-Through Taxation?
Small Business
Gabriel Katzner

What Are the Benefits of Pass-Through Taxation?

In addition to the liability protections they offer, limited liability companies (LLCs) are popular among small business owners for their federal income tax benefits. LLCs are recognized as pass-through entities

Can You Have Multiple Businesses Under One LLC?
Small Business
Gabriel Katzner

Can You Have Multiple Businesses Under One LLC?

A limited liability company (LLC) is a business entity under which you can operate your business. You can run more than one business under a single LLC by either running

Do I Need a Financial Advisor or an Accountant?
Financial Planning
Gabriel Katzner

Do I Need a Financial Advisor or an Accountant?

If you need help with estate planning, tax strategy, retirement planning, or investment management, a financial planner can help you develop a long-term, comprehensive financial plan to help you meet

What Is a Custodial Account?
College Funding
Gabriel Katzner

What Is a Custodial Account?

A custodial account is a savings account at a bank or other financial institution that one person manages for the benefit of another. While many people think of a parent