Marcelo Perez, Author at Alhambra Investments

Ask Bob – Refinancing Before Retirement

By Marcelo Perez|2021-05-18T10:55:49-04:00May 18th, 2021|Financial Planning, Retirement Planning|

Estate Planning Asset Inventory (VIDEO)

By Marcelo Perez|2021-05-04T09:32:37-04:00May 4th, 2021|Estate Planning, Financial Planning|

Ask Bob – Part D Medicare Enrollment

By Marcelo Perez|2021-04-20T12:39:31-04:00April 20th, 2021|Financial Planning, Retirement Planning|

Taxes – Putting the Kids on the Deed

By Marcelo Perez|2021-04-14T08:46:50-04:00April 14th, 2021|Estate Planning, Financial Planning|

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

By Marcelo Perez|2020-05-06T09:06:18-04:00May 6th, 2020|Estate Planning, Financial Planning, Retirement Planning, Taxes|

By Rafael A. Perez, Esq., Partner at McArdle, Perez & Franco P.L. and Chief Compliance Officer at Alhambra Investments Introduction: Over the past several decades of practicing real estate law I have had many clients, both domestic and foreign, ask me to apply for an extension of a like-kind exchange deadline. My response has always been that this is [...]

About Marcelo Perez

Ask Bob – Refinancing Before Retirement

Estate Planning Asset Inventory (VIDEO)

Ask Bob – Part D Medicare Enrollment

Taxes – Putting the Kids on the Deed

Like-Kind Exchange Deadline Extensions – IRS Notice 2020-23 Violates The Inviolate

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