August 11th: Estate Planning and Real Estate Strategies with Jonathan Lee Esq.

Estate planning is the home stretch of your investment goals. A substantial part of what you earn in your investments may end up in estate plan for your loved ones.

Attorney Jonathan Lee covered various form of business ownership and the opportune time to use each i.e. Is it better to establish an LLC or a corporation (and why to choose a S or C tax structure)?
Next he covered the tax laws differences for real estate businesses versus real estate investment. He went on to go over how to maximize tax benefits.
Finally he touched on how estate planning should be approached in light of the new tax reform laws.