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TaxWealth - Articles

Tax Benefits

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…

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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

Selling Appreciated Assets – Can You Shrink the Tax Hit…

The U.S. tax code is complicated and now stands at a daunting 70,000 pages, giving some taxpayers pause, as they…

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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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Estate Planning

Beyond the Living Trust: A 9-Point Check List for Estate…

With death comes taxes, at least for those who don’t plan their estate properly. But while some taxes are inevitable,…

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Tax Benefits

Manage Capital Assets as a Unit to Maximize Your Tax…

In my experience, too many people don’t think through asset and tax planning strategically, particularly when it comes to buying…

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