Selling Commercial Real Estate? A 1031 Exchange Could Keep More Capital Working for You
Selling an appreciated commercial property can create an interesting problem.
You may be ready to...
Posts about
Tax planning
Why an SMLLC May Make Sense for Commercial Real Estate
When acquiring a commercial property, deciding what to buy is only part of the equation. There’s...
Getting Divorced? Consider Taxes When Splitting Up Retirement Accounts
Divorce is a major life event that can have significant personal and financial consequences. In...
Why Waiting Until Tax Season Is Often Too Late
For many people, taxes don't become top of mind until the calendar flips.W-2s begin arriving and...
Estate Planning: The Decisions Your Family Shouldn't Have to Make for You
Estate planning has a reputation for being something you do later.Later, when the kids are older....
Charitable Contributions: The Difference Between Giving and Giving Strategically
Most people don’t think about charitable giving in tax terms.They think about the organization. The...
Education Savings and Income Shifting
A lot of families approach college savings the same way they approach retirement planning in their...
How to Grow Your Post-Tax Net Worth
There’s a point where increasing income stops being the main lever.
Most business owners hit it at...
Exploring Whether to Make Roth Contributions to Your 401(k)
A Roth option is now almost universally offered by 401(k) plans, according to the Plan Sponsor...
Smart Reasons to Extend Your 2025 Tax Return
The deadline for filing individual income tax returns for 2025 is April 15, 2026. If you haven't...