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2023 Last-Minute Year-End Tax Strategies for Your Stock Portfolio

November 17, 2023

“2023 Last-Minute Year-EndTax Strategies forYour Stock Portfolio” To get my complete, FREE articlewith all the details… You may have some stocks that are down time but that doesn’t mean you can’t take steps to lessen the damage...if you act by December 31. Check out these seven strategies that are spelled out in in my article.      Strategy #1: … [Read more...]

Estate Planning for the Rest of Us

June 2, 2023

“Estate Planningfor the Rest of Us” To get my complete, FREE articlewith all the details… Here’s some important advice I urge you to follow. If you don’t have an estate plan in place,create one now. Right now. You see, an estate plan isn’t just for the super-rich. Thanks to today’s ultra-generous $12.92 million exemption for singles, or effectively $25.84 … [Read more...]

Unlock the Power of Family Loans: Your Path to Better Home Loan Rates!

June 2, 2023

“Your Path to BetterHome Loan Rates” To get my complete, FREE articlewith all the details… Are you interested in helping a family member secure their dream home while avoiding high-interest rates? A family loan could be the solution you didn't know you needed! We've recently published an article titled, Family Loans: Only Path to a Decent Home Loan Interest Rate, … [Read more...]

Business Gym for Your Employees, and Maybe You Too

May 8, 2023

“Business Gym for Your Employees, andMaybe You Too” To get my complete, FREE articlewith all the details… Want to get a gym for your business? No sweat. But as you might imagine, the IRS doesn’t make things easy. You see, you have to be sure to choose the right tax-code sections and regulations to get your deduction. Here’s the root of the problem. The … [Read more...]

Maximize Profits and Defer Taxes with an Installment Sale

August 18, 2022

“Maximize Profits and Defer TaxesWith an Installment Sale” To get my complete articlewith all the details... What exactly is an installment sale? An installment sale is a sale of eligible property where you receive at least one payment after the close of the taxable year in which the sales occur. [There is much more to say about this, and I’ll give you allthe … [Read more...]

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