Latest
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Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
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Three Strategies to Build Wealth and Secure Your Financial Future
Here are three strategies to keep in mind as you embark on your path to wealth accumulation and financial security.
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Optimize Your Taxes With These Two Common Strategies
Roth IRA conversions at today’s lower tax rates could reap significant savings, and tax-loss harvesting can offset capital gains taxes on winning investments.
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Delaware Statutory Trust: The Landlord’s Exit Many CPAs Don’t Know Exists
Are capital gains taxes holding you back from selling your rental property? A Delaware statutory trust could be the answer you’re looking for.
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1031 Exchange: Do You Know Your ‘Like-Kind’ Options?
You might have some misconceptions about what kinds of real estate investments qualify for your 1031 exchange. Read on for a definitive list of your like-kind options.
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Qualified Opportunity Zones With an Energy Boost
The energy sector, where investors can combine qualified opportunity fund perks with oil and gas direct investment tax benefits, is one of the more appealing and lesser-understood QOZ offerings available.
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Tax-Smart Strategies for Capital Gains in 2023
Using 1031 exchanges and qualified opportunity zones to reinvest the proceeds from the sale of an appreciated asset can defer and sometimes eliminate capital gains taxes.
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To Defer Capital Gains Taxes, Consider a 721 Exchange
This less-used tool in real estate investing might serve you better than the more popular 1031 exchange, depending on your circumstances.
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Capital Gains Taxes Trap: How to Avoid Mutual Fund Tax Bombs
It’s bad enough when your mutual fund’s assets lose value, but owing unexpected capital gains taxes after those losses is doubly frustrating.
