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TaxWealth - Articles

Tax Benefits

Break the Homeowner Liquidity Trap with Better Tax Planning

Long-time Silicon Valley homeowners who bought homes back when there were more orchards than tech companies face a liquidity trap…

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Tax Benefits

Taxes Are Done. How Big Was the Check You Wrote?

Every year the process of completing tax returns uncovers unpleasant surprises for business and investment property owners. Unexpected revenue, generally…

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Tax Benefits

Thinking About a 1031 Exchange? There is a Better Tax-Deferral…

I spoke recently with Eugene Page, President of Optimal Real Estate, Inc., a commercial real estate…

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Tax Benefits

Selling a Business? Get an Objective Valuation First

When a business owner decides to sell a business, the first key step to take is to get an objective…

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Financial Health

It’s Time to Launch Your Personal Tax Revolution

The tax changes of the last few years makes me think about Boston. I visited this historic city recently and,…

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Tax Benefits

Tax Planning Your Bridge to a More Stress-free Life

In my last posting entitled Tax Planning is an Investment Like No Other, we discussed how…

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Tax Benefits

Manage Capital Assets as a Unit to Maximize Your Tax…

In my experience, too many people don’t think through asset and tax planning strategically, particularly when it comes to buying…

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Financial Health

Why Getting a Second Opinion on Your Financial Health Makes…

We have all learned from childhood that it is prudent to get a second opinion if we are diagnosed with…

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