News & Insights

Dive into the latest news and expert insights shaping the world of investment today.

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Alternative Investments Beyond the Returns: The Tax Strategy Most Investors (and Their Advisors) Overlook

Investments, Taxes
An advisor sits down with a high-earning client facing a seven-figure tax liability. Maybe it’s a surgeon pulling in $2M annually, maybe it’s a business owner who…
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The Clock Is Ticking: What Happens After Opportunity Zones Expire?

Investments, Taxes
Opportunity Zones have given investors a unique way to reduce capital gains tax liability while supporting underserved communities. But one of the program’s most valuable benefits—the ability…
Small Vistia Capital logo with a setting sun behind a mountain shaped in a V letter.

CPAs’ Key Role in Multifamily Real Estate Tax Planning

Multi-Family Real Estate, Taxes
Tax season is a critically important time for multifamily real estate investors. Every dollar saved in taxes is a dollar that can be reinvested into your portfolio.…

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