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TaxWealth - Articles

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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Tax Benefits

Asking for a Second Opinion Unlocks Great Tax Benefits

Our U.S. Tax Code is complex and multi-layered, with federal, state and local statutes competing to take their share of…

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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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Financial Health

Texas Apartment Owner Sells – Defers Taxes Due Without 1031…

The tax deferral method most investment property owners use is the 1031 exchange. This IRS code tool encourages more active management…

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Financial Health

Apply 20/20 Hindsight Profitably Through Tax Planning

In tax planning, hindsight really is 20/20, for three reasons. First, you can learn from past actions what NOT to…

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Tax Benefits

Dentist Sells Practice After 30 Years – Defers Taxes Due…

The sale of a long-running business usually triggers a big tax bill, and small business owners often struggle to cover…

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Financial Health

State and Local Tax Impacts on a Business Sale

Tax implications triggered by the sale of a business can get complicated when you add state-based…

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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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