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TaxWealth - Articles

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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Financial Health

How Will Federal Reserve Rate Changes Impact Tax Planning?

The Federal Reserve, after months of telegraphing its move, raised its key interest rate targets by a quarter of one…

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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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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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Tax Benefits

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…

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Tax Benefits

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…

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Tax Benefits

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.

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Tax Benefits

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…

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Tax Benefits

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…

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Tax Benefits

Why Does Our Government Allow Tax Deferral?

It is not uncommon when I present a tax deferral or tax elimination plan to a client, that they stop…

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