Investing money in real estate concept. Generative ai.

It doesn’t take a math nerd to figure out the return on investment, or ROI, on certain types of investments. For mutual funds and other such investments, for example, such information is available at the click of a mouse.

Yet there is a mathematical blind spot that affects most of us. While we can focus on the ROI for investments, we have a hard time calculating and appreciating money saved as the result of proactive tax planning. This is particularly true when we look at property taxes and estate taxes.


Michael Gilfix

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