Latest
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Opportunity Zones and Inflation: What Investors Want to Know
Given the backdrop of inflation, rising interest rates and a possible recession in 2023, what can opportunity zones do for investors?
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How "Stealth Tax Hikes" Can Cost You Money Each Year
A 2018 change in the way tax items are adjusted for inflation leads to less tax decreases over time. And some tax items aren't adjusted for inflation at all.
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5 Tax-Smart Charitable Giving Strategies for Retirees
There’s still time this year to do well by doing good, and there are still tax advantages to be had in charitable donations by retirees. Act soon, though!
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33 States with No Estate Taxes or Inheritance Taxes
retirement Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
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How to Invest in Qualified Opportunity Zones: Step-By-Step
An expert in QOZ programs walks us through how to benefit from some significant tax-deferral opportunities (and, if you hold your investment long enough, tax-free gains!).
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What Are Qualified Opportunity Zones? Important Details for Investors
real estate investing Investing in blighted or up-and-coming “opportunity zones” offers some significant tax-deferral opportunities, and if you hold your investment for 10 years, your gains could be 100% tax free.
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In What Order Should You Tap Your Retirement Funds?
retirement planning Should you go with your IRA first or your brokerage account? Pulling money haphazardly can have negative implications. Instead follow this road map for tax-smart withdrawals.
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Qualified Opportunity Zones vs. 1031 Exchanges
real estate investing When it comes to real estate investing through qualified opportunity zones and 1031 exchanges, inquiring minds want to know which one is right for them.
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5 Unexpected Insights from Your Tax Return
tax planning Before you box up your tax return for your files, give it one last look for these five missed opportunities. It could save you money next year.
