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Brian Rellihan, CFP®, EA, MBA
Apr 15, 20243 min read
Trading the Landlord Hat for Tax Benefits: 721 vs. 1031 (alone) Exchanges Explained
tax advantages of 721 exchanges for investors seeking relief from landlord duties, compare them to 1031 exchanges
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Brian Rellihan, CFP®, EA, MBA
Nov 11, 20232 min read
Max Your Retirement: A Guide to Funding a Solo 401(k)
As a self-employed individual, you have the unique opportunity to take control of your retirement savings through a Solo 401(k) plan....
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Brian Rellihan, CFP®, EA, MBA
Oct 16, 20233 min read
Benefits Are Up: Taxation of Social Security Benefits
Per SSA.gov, the Social Security and Supplemental Security Income (SSI) benefits for more than 71 million Americans will increase 3.2...
9 views0 comments


Brian Rellihan, CFP®, EA, MBA
Aug 13, 20233 min read
Understanding Tax Services: Individual Tax Return Preparation vs. Tax Planning
Tax planning as it's an integral part of comprehensive financial planning.
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