David A. Altro and Shomi Steve Levy

Decorative pattern

Market Insights

Investing in U.S. property

Your client may qualify for exceptions to IRS rules

By David A. Altro and Shomi Steve Levy |September 12, 2014

4 min read

More Columnists

John Novachis

Is your junior advisor ready to take the lead?

February 11, 2026|4 min read

Here’s why advisors need a business continuity plan

October 22, 2025|4 min read

Robin Riviere

Philosophy for advisors

February 17, 2026|3 min read

An advisor-led model puts you in competition with institutional managers

January 20, 2026|3 min read

Kevin Hayes

The hiring decisions shaping advisory firms in 2026

January 27, 2026|4 min read

You can’t do it all yourself

November 25, 2025|3 min read

Jim Lyons

We made it to Newport

January 23, 2026|2 min read

Are your clients confident about their future?

November 20, 2025|3 min read

Mathieu Messina

Three steps to a next-gen client relationship

May 5, 2025|2 min read

Harvey Naglie

CIRO’s tenure plan tests the meaning of independent

March 3, 2026|3 min read

Re: Blue Owl ‘quake’ is not what it seems

February 24, 2026|2 min read