News: Financial Digest
Posted: March 13, 2008
Ronald Birnbaum Financial Consultant Trust Advisory Group
Name: Ronald Birnbaum
Title: Financial Consultant/Radio Host
Company: Trust Advisory Group
Location: One Gateway Center, Ste. 250, Newton, MA 02458
Birthplace: Hartford, Conn.
Family: Divorced
College: University of South Carolina, BA, Political Science; American College, CLU, CHFC
First job outside of finance: Honeywell Â- pc design
First job in finance or allied field: Mass. Mutual Insurance program - insurance agent
What do you do now and what are you planning for the future? We provide alternative investments to an individual's portfolio; estate and tax planning, help with diversified programs where much of the risk is removed.
Hobbies: Golf
Favorite book: "The Strategy Bond Investor"
Favorite movie: "Marathon Man"
Person you admire most (outside of real estate: John Adams
Key to success: Treat your clients as you would your own family.
If you had to choose another vocation what would it be? Pro golfer
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Quick Hits
Columns and Thought Leadership
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Our current, highly competitive real estate market poses specific challenges for investors who are considering taking advantage of a tax-deferred 1031 exchange. In this market, investors will have no problem selling their current property if priced properly, but they may find it difficult to find a suitable replacement property
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What’s UP with that? - by Kyle Kadish
Investors have multiple tools to defer tax liabilities when selling investment properties. The best known is likely a 1031 exchange - which has been around in some form or fashion for over 100 years. Installment sales have existed as part of the code for more than 75 years. Newer legislation (2017) created Qualified Opportunity Zones (QOZs)
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In the realm of real estate investing, the 1031 exchange Delaware Statutory Trust can provide savvy real estate investors a unique opportunity to achieve passive management, the potential for regular monthly distributions, and a way to enter one of the most tax efficient real estate investment strategies available today.