Illiquid Assets – Donating and Appraising Promissory Notes, A Tax-Efficient Plan

Illiquid Assets – Donating and Appraising Promissory Notes, A Tax-Efficient Plan Get a Tax Deduction for Donating a Non-Cash Asset-Promissory Note Donations Illiquid Financial Asset A financial asset that is difficult to sell because of its expense, lack of interested buyers, or some other reason is called “illiquid”. Examples of illiquid assets include: Restricted and…

Home Mortgage Business Marketing

Home Mortgage Business Marketing With increases in interest rates, it is starting to hit the mortgage business. Fewer are looking for refinancing and real estate sales are slowing. This means it’s time to up your marketing game, as there are fewer takers. With this in mind let’s talk a little about your online marketing and…