Ken Munkacy

Managing Director at Kingbird Investment Management
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  • Just as you evaluate fees with the sponsors, you need to understand tax implications for a given investment to ensure you have an accurate picture of the net returns. Depending on the asset, there may be tax benefits that come with certain types of real estate investment, such as investing in historic buildings or affordable housing. You see different specialists for different aspects of your health and seek second opinions when appropriate. Talking to a tax lawyer is different from talking to an accountant, wealth management professional or financial planner. When you put the input from various sources together, you have a more robust picture and can make a more informed decision.

    3 February 2021