Real Estate Developer-to-Investor Status Switch Didn’t Fly with IRS
Developing an action plan to maximize the profit you keep in your pocket in anticipation of a coming tax bill…
IRS Audits vs. Tax Planning – Tax Planning Offers You…
Did you know that statistics can offer some very interesting insights about probabilities? Take, for example, the probability of you…
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…
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…
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…
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…
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…
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…
Defer Capital Gains Taxes Without a 1031 Starker Exchange
A Case Study in Capital Gains Tax Deferral Selling an appreciated asset usually triggers a large capital gains…
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,…