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Discounted Roth Conversions: Converting at Fair Market Value
Many high-income professionals accumulate significant savings inside traditional retirement accounts. Those accounts grow tax-deferred, but withdrawals in retirement are generally taxed as ordinary income. A Roth conversion moves assets from a traditional retirement...
Real Estate Professional Status: What It Is and Common Myths
Real estate professional status is a tax classification defined under U.S. law. It is governed by Internal Revenue Code Section 469(c)(7). It can allow qualifying taxpayers to treat certain rental real estate losses as nonpassive under the passive activity loss rules...
Using 1031 Exchanges to Keep Money Working Across Multiple Properties
Real estate gives investors many ways to grow wealth. One of the most powerful tools is the 1031 exchange. A 1031 exchange allows investors to sell a property and buy another one without paying capital gains tax right away. Instead of sending money to the IRS,...
The True Cost of Doing Nothing: How Inflation Destroys Cash Sitting Idle
Cash feels safe. But holding too much cash is costly. Inflation works quietly. It takes a little every day. Many investors do not see the loss because the number in their bank account does not change. The real buying power does. For investors who want to grow wealth,...
Cost Segregation Studies: What They Are and When They Matter
Real estate offers many benefits, but one of the most powerful is the tax advantage. Cost segregation is a tool that makes these tax benefits stronger and faster. Cost segregation is an IRS approved method used by investors, builders, hospitals, hotels, and major...
Small Business Receivables: A Short-Term Income Strategy Backed by Real Revenue
Cash flow drives the economy, and nowhere is this more evident than in small businesses. Even profitable companies experience delays waiting for customers to pay invoices, seasonal swings, or project-driven cash gaps. Instead of relying on slow, collateral-heavy bank...
Reading List
Real Estate:
Wealth By Design
Tyson Cobb, MD
Rich Dad Poor Dad
Robert Kiyosaki
How to Create Lifetime Cash Flow
Rod Khleif
The Multifamily Millionaire
Brandon Turner & Brian Murray
Apartment Syndication Made Easy
Vinney Chopra
Best Ever Apartment Syndication Book
Joe Fairless
The Millionaire Real Estate Investor
Gary Keller
Wealth Can't Wait
David Osborne & Paul Morris
Retail Property Riches
A.J. Peak
Broader Topics:
Unshakeable
Tony Robbins
Think And Grow Rich
Napoleon Hill
The Miracle Morning
Hal Elrod
Good To Great
Jim Collins
7 Habits of Highly Effective People
Stephen Covey
The One Thing
Gary Keller
Building A Story Brand
Donald Miller
The Purpose Driven Life
Rick Warren
The Gap And The Gain
Dan Sullivan
12 Pillars
Jim Rohn & Chris Widener
Unshakeable
Christine Caine
Your Best Life Now
Joel Olsteen
Better Decisions, Fewer Regrets
Andy Stanley
The Practice of the Presence of God
Brother Lawrence
Emotional Intelligence
Daniel Goleman
Man's Search For Meaning
Viktor Frankl
Atomic Habits
James Clear
How To Win Friends And Influence People
Dale Carnegie
10x Is Easier Than 2x
Dan Sullivan & Dr. Benjamin Hardy
The Success Principles
Jack Canfield
High Performance Habits
Brendon Burchard
You Can, You Will
Joel Osteen
Timberview Capital offers resources to support and further our partners’ financial education.
“Don’t ever fear failure – be afraid of being in the same place next year that you’re at today.”
-Rod Khleif
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