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Plan Now For the 2027 Revival of Opportunity Zone Investment Tax Breaks

The Tax Cuts and Jobs Act (TCJA) of 2017 introduced Opportunity Zones to foster economic development...

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Unlocking Wealth: How Exchanges Can Transform Your Real Estate Investments

Section 1031 of the Internal Revenue Code, commonly known as a 1031 exchange or like-kind exchange, is...

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Tax-Loss Harvesting Gets an Upgrade: What Investors Need to Know

Learn how innovative strategies like tax-aware long-short investing are making tax-loss harvesting smarter...

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How Qualified Small Business Stock Can Maximize Your Investment Returns

The Internal Revenue Code (IRC) Section 1202, often referred to as the Qualified Small Business Stock...

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Qualified Small Business Stock: Do You Qualify for Its Taxable Gain Exclusion?

IRC Sec 1202, Qualified Small Business Stock (QSBS) gain exclusion, provides a significant tax planning...

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Understanding Tax-Deferred Investing

When you are attempting to defer the taxability of a capital gain, save money for your children’s future...

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Seek Tax Advisor Recommendations Before Selling an Investment Property

There are a variety of investment property tax-planning strategies that will provide you with significant...

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Are You Keeping Track of Your Investment Basis?

In taxes, there is a saying: “Those who keep records win.” If you are an investor, you may own real...

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How to Write Off Worthless Stock

If you are like most investors, you occasionally will pick a loser that declines in value. Sometimes,...

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Defer Gains with Qualified Opportunity Funds

If you have a large capital gain from the sale of a stock, asset, or business and would like to defer...

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Did You Sell Stocks, Real Estate Or Other Assets This Year?

When preparing your tax return these transactions receive special treatment and may require some extra...

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Several Ways to Defer the Tax on Gains

When a sale of a business or investment property results in a gain, the seller is typically taxed on...

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