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TaxWealth Insights

Financial Health

Businessman Sells Company – Keeps Taxes in His Pocket for…

Family-owned businesses are a cherished American ideal, but it takes a commitment from multiple generations to keep such enterprises going.

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Financial Health

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…

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Financial Health

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…

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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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Financial Health

Are You a Savvy Taxpayer or a Plucked Goose?

Tax season for most CPAs begins in January and ends April 15th. Businesses and individuals have received most of their…

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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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