“Section 1031 Exchanges vs.Qualified Opportunity Zone Funds:Which Is Better?” To get my complete articlewith all the details... ------------------------------------------------------------------- Quick Definitions: Qualified opportunity zones are economically distressedcommunities that seek investment. If you make appropriateinvestments you may qualify … [Read more...]
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Beat the Taxman With 11 Tax-free Income Breaks
“Beat the Taxman With 11 Tax-freeIncome Breaks” To get my complete articlewith all the details... It’s a miracle. The IRS is on your side! That’s right. If you know how to play the game, there are 11 tax-free income breaks that can put more money in your pocket. In my new article I’ll tell you how to take advantage of them. My list of the 11 types of … [Read more...]
Is now the Time to Transfer Your Home to Your Adult Child?
How to help your adult child buy a home in today’s overheated market. As I’m sure you know, today’s home prices have skyrocketed, which means it can be very difficult for your adult child to buy a home. What you may not know is there are creative ways for you to help make home-ownership a reality for them. If you are planning to leave your home for any reason, here’s a … [Read more...]
How To Use a Reverse Mortgage as a Tax Planning Tool
To get my complete, FREE articlewith all the details… If you’re a senior, it’s possible you may need a sizable chunk of cash to meet expenses or maintain your lifestyle. That’s where a reverse mortgage can come in. A reverse mortgage is a kind of loan that lets homeowners, ages 62 and older, borrow part of their home equity as tax-free income. (In the full article, … [Read more...]
Use “Net Unrealized Appreciation” (NUA) To Cut Taxes
To get my complete, FREE articlewith all the details… NOTE: This new article makes must-reading for…Certain EmployeesAnd…Tax pros with these types of spouses or clients Definition: NUA (Net Unrealized Appreciation) The term NUA refers to the difference between what someone pays for employer’s stock, (the cost basis), and the stock’s appreciated fair market … [Read more...]