THINKING OF BECOMING A REAL ESTATE FLIPPER? HERE'S A PRIMER ON THE TAX RULES

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On December 22, 2017, The Tax Cuts and Jobs Act was signed into…
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YEAR-END INVESTMENT MOVES

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Article Highlights: Zero Capital Gains Rate Offset Gains…
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KEEP TRACK OF YOUR INVESTMENT BASIS

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Article Highlights: What is Basis? Cost Basis Gift Basis …
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ONLY ONE IRA ROLLOVER EVERY 12 MONTHS - PERIOD!

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Article Highlights: One rollover per 12-month period Tax…
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TURNING 70 1/2 THIS YEAR?

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Article Highlights: Turning 70 1/2 Traditional IRA Contributions …
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FINE TUNING CAPITAL GAINS AND LOSSES

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Year-end has historically been a good time to plan tax savings…
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SAVE TAXES BY SHIFTING OR DEFERRING INCOME

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Shifting Income to Your Child - Children under the age of…
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INHERITANCES CAN BE TRICKY

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Article Highlights: Bank Accounts Capital Assets IRA or…
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