May 13, 2025: Section 181 and New Jersey: A Hidden Opportunity in Media Investing

05/13/2025: Section 181 and New Jersey: A Hidden Opportunity in Media Investing For investors exploring opportunities in film, television, or live entertainment, there’s a powerful but often underutilized area of the U.S. tax code worth your attention: Section 181. Originally introduced to encourage domestic media production, Section 181 was made permanent in the 2020 tax […]

May 10, 2025: Webinar Replay: Northwoods Reserve – Private Multifamily Investment Opportunity

05/10/2025: Webinar Replay: Northwoods Reserve – Private Multifamily Investment Opportunity Thank you to everyone who joined us for Wednesday’s webinar on the Northwoods Reserve Apartments opportunity, presented by Eppler Capital Funds in partnership with SIMCAP. If you missed it, or want to review key points, you can now access the full 30-minute replay here: Click Here […]

May 1, 2025: Next Deal Alert: Northwoods Reserve Apartments & Webinar May 7th

05/01/2025: Next Deal Alert: Northwoods Reserve Apartments & Webinar May 7th Eppler Capital & SIMCAP Present: Northwoods Reserve Investment Opportunity We’re excited to announce a new private real estate investment opportunity in partnership with SIMCAP: Northwoods Reserve Apartments, a 108-unit multifamily property in one of Cincinnati’s most resilient submarkets. Join us Wednesday, May 7th at […]

April 22, 2025: Join Us Tuesday at the Wealth Networking Summit

04/22/2025: Join Us Tuesday at the Wealth Networking Summit Secure Your Future. Strategize Your Legacy. You’re invited to an evening of strategy, connection, and capital growth at the Wealth Networking Summit: Real Estate, Legacy, and Capital Growth, hosted right here in Philadelphia. Location: Industrious, 901 Market Street, Suite 3020, Philadelphia, PADate: Tuesday, April 29Time: 6:00 […]

April 16, 2025: 10 Surprising Tax Facts

04/16/2025: 10 Surprising Tax Facts As we come off of tax season, I thought I’d share a few interesting (and sometimes overlooked) tax facts that might surprise you, plus a quick reminder about our music royalty fund and an easy way to watch the webinar replay. 10 Tax Facts You Might Not Know Social Security […]

April 9, 2025: Unlocking Liquidity with Pledged Asset Lines

04/09/2025: Unlocking Liquidity with Pledged Asset Lines What is a Pledged Asset Line—and When Might It Make Sense? For many investors, the challenge isn’t what they’re invested in—it’s how to access liquidity without interrupting long-term growth. That’s where a Pledged Asset Line (PAL) can come into play. A pledged asset line is a securities-backed line […]

March 20, 2025: Understanding Risk: How Secured Notes Differ from Stocks and Bonds

03/20/2025: Understanding Risk: How Secured Notes Differ from Stocks and Bonds Investing with Confidence: Why Secured Notes Offer Stability Investors are always weighing risk versus reward. While stocks offer growth potential and bonds provide steady returns, secured notes stand out as a unique investment option designed to offer security and stability. But what exactly makes […]