Latest articles by Brian Evans, CPA, PFS
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Succession Plans for Farmers (Whether Your Kids Want the Farm or Not)
small business Legacy planning for farmers comes with some interesting challenges and opportunities.
small business -
The Best Gifting Strategy of Our Era
tax planning With taxes likely to rise in the coming decades, the normal methods of providing a financial legacy for our family could be heavily taxed. But, by cleverly using life insurance policies, there are a few ways to safely provide for our children without incurring estate taxes.
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Coronavirus and Your 45-Day 1031 Exchange Deadline
investing You've successfully closed on the sale of your property and want to move forward with a 1031 Exchange, but what do you do now that you're stuck in quarantine or lockdown? Don’t miss your 1031 Exchange Deadline due to the coronavirus. Take a look at these solutions instead.
investing -
Tax-Free Investment Strategies
retirement Strategies for limiting your taxes in retirement are good, but there are some that aim to eliminate them altogether.
retirement -
Lost Your Investment Real Estate to a Natural Disaster? Don't Get Caught in a Tax Trap
taxes If your property was flattened by hurricane, fire or even by an eminent domain project, you might have gotten a big settlement check. But that could also mean a hefty tax bill. To avoid that, consider this maneuver.
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When is a 'Fiduciary' Truly Acting as a Fiduciary?
investing The Department of Labor's fiduciary rule, which went into effect on June 9, aims to protect retirement investors from financial adviser conflicts of interest, but consumers still must watch out for themselves.
investing -
A 2-Pronged Strategy for Retirees Seeking Safe Cash Flow: Non-Traded REITs and Annuities
Making Your Money Last Non-traded REITs and annuities can provide a lifetime income stream with a principal that could possibly grow over time, leaving a richer legacy for your heirs.
Making Your Money Last -
I'm a Landlord: Can I Ever Truly Retire?
Financial Planning Investing in rental properties is a time-tested strategy, but when you’re ready to get out of the grind, you could face a big tax bill. Here’s one escape route.
Financial Planning -
When the Dow Should Hit 50,000 and Why
Markets Hint: It's just a math equation.
Markets
