Our Publications

7 Major Risks To Financial Security: A Primer For Main Street
7 Major Risks To Financial Security: A Primer For Main Street

by Avo Mavilian

Available on Amazon

Paperback and Kindle Edition

Available October 2018

Blog Entries

Sometimes, 1031 Exchanges Aren’t A Good Idea

Like-Kind Exchanges, also know by their nicknames, 1031s and 1035s, are well-know strategies to defer taxes when selling an asset by quickly using the funds to buy a like-kind replacement property. To put it in simpler terms, properties that have appreciated in value can often be exchanged for other like-kind properties without being subjected to […]

2017 Income Tax Deadline

2017 Income Tax Deadline

It is that time of the year again when your mailbox starts getting filled with tax forms (officially known as Information Returns) from employers, brokerage accounts, banks and other places where you have financial activity.   If you are like most Americans, you probably have a pile of papers that you’ve put together that will be […]

Trump and Your Retirement Income

With the elections over and the Republicans in control of both the executive and legislative branches of government, it appears that tax reform will be one of the top priorities of the Trump administration. While this subject covers a broad array of issues, we want to focus today on income taxes and what this means […]