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Tip of the Month

Tax Rules for 2010

By Lisa Moren Bromma

Pay attention to these tax rule changes for 2010 and take advantage of knowing the rules and what benefits they might offer you.

  1. Estate taxes
  2. Roth conversions
  3. Gift tax exclusions


Check with your tax adviser or CPA on whether any of these tax rule changes apply to you. And, as always, do your due diligence.

Lisa Moren Bromma has been a real estate investor since 1978, a note investor since 1998 and has worked with some of the top private mortgage institutional buyers. She is an advisor to The Entrust Group, the nation’s largest network of self-directed IRA administrators, and the author of Real Estate Investing for the Utterly Confused, and Wise Women Invest in Real Estate. Visit her web sites at www.wisewomeninvestor.com or  www.theentrustgroup.com.

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