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  2. Carryover basis - Wikipedia

    en.wikipedia.org/wiki/Carryover_basis

    The same rule applies for calculating a loss, unless the donor's adjusted basis is greater than the fair market value of the property at the time of the gift. [4] In this case, the loss does not carry over and the basis is the fair market value of the property at the time of the gift. [5]

  3. Internal Revenue Code section 1031 - Wikipedia

    en.wikipedia.org/wiki/Internal_Revenue_Code...

    However, a real property within the United States and a real property outside the United States would not be like-kind properties. Generally, "like kind" in terms of real estate, means any property that is classified real estate in any of the 50 U.S. states or Washington, D.C., and in some cases, the U.S. Virgin Islands.

  4. Investment Advisers Act of 1940 - Wikipedia

    en.wikipedia.org/wiki/Investment_Advisers_Act_of...

    The term "securities" does not generally include commodity contracts, real estate, insurance contracts, or collectibles such as works of art or rare stamps and coins. Even those who receive finder's fees for referring potential clients to investment advisers are considered to be investment advisers themselves.

  5. Barbara Corcoran Swears By This ‘Golden Rule’ of Real Estate ...

    www.aol.com/finance/barbara-corcoran-swears...

    Corcoran’s Golden Rule of real estate investing consists of two main parts. The first is being able to purchase property with at least 20% down, ideally in a location that has started seeing an ...

  6. Schulte Roth & Zabel - Wikipedia

    en.wikipedia.org/wiki/Schulte_Roth_&_Zabel

    The firm was founded in 1969 by seven attorneys under the age of 35. William D. Zabel, Daniel S. Shapiro, and Paul N. Roth met as associates at Cleary, Gottlieb, Steen & Hamilton . Roth had worked on a transaction with Stephen J. Schulte, who was an associate at Fried, Frank, Harris, Shriver & Jacobson , and through Schulte, the others met ...

  7. Stewart Information Services Corporation - Wikipedia

    en.wikipedia.org/wiki/Stewart_Information...

    Stewart Information Services Corporation (SISCO) is a real estate information, title insurance and transaction management company. Wholly owned subsidiaries, Stewart Title Guaranty Co. and Stewart Title Company offer products and services in the United States and abroad through its direct retail operations, independent agencies in the Stewart Trusted Provider network, and other companies.

  8. How the rich stay rich: The 8 best ways to preserve your wealth

    www.aol.com/finance/rich-stay-rich-8-best...

    8. Think generationally and plan accordingly. Generational wealth planning is key to building a financial legacy. One way rich people pass along wealth is through a family trust, which gives them ...

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