Mid-Year Tax Planning – Time to Reset Your Thinking?
As we hit the mid-point of 2017, we have six months of experience under our business belts, and…
Selling the Family Business? You Have Options; Each Has Tax…
For me, the end goal of tax planning not just how much tax savings can be gained. It…
Warren Buffett Emphasizes Tax Deferral Above Avoidance
If someone offered you an interest-free loan to buy a house, and the offer was legitimate, you would take it.
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…
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…
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…
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…
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,…
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…
Running Towards the Roar
Too many taxpayers function in needless fear. They think that if they do anything to reduce taxes, they will raise…