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Financial Health

Financial Health

Tax Loss Harvesting – Timing and Planning Are Key

As your financial advisor will tell you, whenever you have significant losses in a portfolio of assets, you have the…

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Financial Health

What is Net Investment Income Tax?

As I have mentioned in past columns, the traditional capital gains tax is not the only…

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Financial Health

Tax Plan Ahead for a Higher-Priced Business Sale

You must take a proactive and thoughtful approach to tax planning if you want to sell your business for a…

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Financial Health

Control the Tax Bite When Selling Real Estate

There comes a point in time when most every commercial property owner decides they would like to sell the property,…

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Financial Health

Act Now or Forever Pay More Taxes

The tax code is now more than 74,000 pages long, according to CCH, a respected provider of software and information…

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Financial Health

Cost Segregation: A Highly Valuable Tax-Saving Tool

Cost segregation is a tax-saving tactic that segments certain components of improved property you own by “class” or type of…

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Financial Health

Strategic vs. Tactical Tax Planning

If you search online for “tax planning” advice, you get a lot of information on the tactical management of tax…

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Financial Health

Tax Strategies for the Super-Rich Can Also Apply to the…

An article appeared in the New York Times about how the “super-rich” use their money and influence to appropriately…

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Financial Health

How Will Federal Reserve Rate Changes Impact Tax Planning?

The Federal Reserve, after months of telegraphing its move, raised its key interest rate targets by a quarter of one…

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Financial Health

Act Like a Big Business – Use Proactive Tax Planning

While you may think tax planning is a quiet avocation done quietly behind the scenes, the discipline has actually been…

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