Help Clients Afford Their Big Summer Dreams

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Buying a Vacation Home—Financial Nuts and Bolts

Your clients think they're ready to purchase a vacation home—but are they aware of how this leap could affect their finances? Make sure they know the tax and investment implications of owning a second home before they sign on the dotted line.

Fighting Off Tax Collectors in Two States

When clients buy a vacation home in another state, they may not realize they're opening a hornet's nest of double income and estate taxation. It takes planning to establish residency in a single state.

Understanding the Internal Rate of Return on Real Estate

Whether you're trying to convince clients to get into or out of a real estate investment, running through the possible IRRs can help them make a good decision.