Latest
-
The Net Investment Income Tax is Broader Than You Think: The Tax Letter
The Tax Letter The 3.8% net investment income tax, which is added to the regular income tax, covers more than you might think.
The Tax Letter -
Is a Controversial Capital Gains Tax Headed for Repeal?
Capital Gains After generating close to $900 million in revenue in its first year, Washington's capital gains tax could end up on the November 2024 ballot.
Capital Gains -
Seven Tips These Experts Recommend if You Fear Capital Gains Taxes
Don’t let the fear of taxes prevent you from becoming an investor.
-
1031 Exchanges: A Matter of Life and Death?
It pays to take the long view — sometimes the very, very long view — in examining 1031 exchanges.
-
11 Reasons to Consider a 1031 Exchange
Deferring capital gains taxes might be at the top of the list, but growing your portfolio and your wealth and helping with estate planning are also compelling reasons.
-
Delaware Statutory Trust: A Viable Alternative to Debt Replacement
Using a DST would not only meet the debt replacement requirement in a 1031 exchange, but the DST could also help the investor diversify their portfolio.
-
Controversial Capital Gains Tax Upheld in Washington
Capital Gains The state’s historic long term capital gains tax is projected to bring in $1 billion over the next two years.
Capital Gains -
Five Tax Moves Retirees Should Consider Before Dec. 31
Now is the prime time to start thinking about optimizing your Roth conversions, RMDs, capital gains, Medicare premiums and charitable giving before the end of the year.
-
Deferring Taxes Until Retirement? You May Want to Rethink That
If tax rates go up in the future (such as when provisions in the TCJA sunset), that could lead to a bigger tax hit, depending on the types of accounts you have.
