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TaxWealth Insights

Baby Boomers

The Great Sale of Baby Boomer Businesses Has Begun

Baby Boomers, that energetic group of people born between 1946 and 1964, are embarking on a great transfer of wealth…

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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

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

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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Tax Benefits

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…

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Financial Health

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…

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Financial Health

Apply 20/20 Hindsight Profitably Through Tax Planning

In tax planning, hindsight really is 20/20, for three reasons. First, you can learn from past actions what NOT to…

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Estate Planning

IRS Seeks to Limit Minority-Interest Estate Tax Moves

For years the IRS has been asking Congress to close a number of loopholes in tax law through which savvy…

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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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Tax Benefits

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…

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