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TaxWealth - Articles

Financial Health

Tax Strategies for the Super-Rich Can Also Apply to the…

An article appeared in the New York Times about how the “super-rich” use their money and influence to appropriately…

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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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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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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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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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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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Financial Health

Texas Apartment Owner Sells – Defers Taxes Due Without 1031…

The tax deferral method most investment property owners use is the 1031 exchange. This IRS code tool encourages more active management…

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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 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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