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…
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…
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…
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…
Crime Does Not Pay – Save on Taxes the Legal…
It distresses me to see a continuing stream of headlines in the financial media about tax cheats. Just recently two…
Tax Planning is an Investment Like No Other
If I told you I can guarantee you 100% return on your investment in 60 days, would you believe me?…
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…
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…
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…
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…