fbpx
Capital Gains. What is Capital Gains?

Capital Gains. What is Capital Gains?

What is Capital Gains? This post will provide a Capital Gains 101 overview. There are many special rules that apply to how you acquire your capital assets, how long you hold them, and how different assets are treated. I am not a tax lawyer, CPA, or other tax...
Consider Non Taxable Gifts in 2021

Consider Non Taxable Gifts in 2021

Non Taxable Gifts not Included in Your Taxable Estate In this current political climate, it’s easy to be frightened away from making Non Taxable Gifts or tax-free gifts, medical payments, and educational gifts to or for the benefit of your loved ones. Make Annual...
Annuity Tax Rules: A Great Tool.

Annuity Tax Rules: A Great Tool.

Annuity Tax Rules Have Never Been Better. Nonqualified deferred annuities (NQDAs) are an important financial tool for many clients.  That being said, they do not offer the same tax-free death benefits as life insurance. Nor do they offer the tax-advantaged...
Thought You’d Like To See This: SEP or SIMPLE?

Thought You’d Like To See This: SEP or SIMPLE?

SEP IRA or SIMPLE IRA? My entrepreneurial clients are full of questions related to taxes.  The most common one that I get is this: Is there something I can spend money on through my business that generates a tax deduction for the company while still being excluded...
Thought You’d Like To See This: IRAs and Roth IRAs

Thought You’d Like To See This: IRAs and Roth IRAs

Individual retirement accounts—whether in the traditional IRA or Roth IRA guise–are some of the most powerful retirement savings tools available to individuals. They offer the opportunity to plan and save for future retirement needs, often with more flexibility...
Skip to content