Category Archives: Tax


Q4 Tax Savings For Rental Property Owners/Landlords

Posted on October 31, 2019 in Tax
As we enter the last quarter of tax year 2019, it’s a perfect time to look at last minute actions you may take to fully realize the benefits of the new tax law as it affects rental property owners.Here are two items worth your time to review … and then schedule a meeting with your tax advisor to determine how either or both may apply to your unique situation. Section ...Read More

Qualified Opportunity Funds Revisited

Posted on September 24, 2019 in Investing Forecast, Tax
A Sense of Urgency Coupled With Caution for Potential Investors Last month, we shared the hypothetical story of Ruth & Jim … a couple who were financially well-off, but who faced the potential for a major capital gains tax bite. As an intelligent move, they sought advice from their trusted financial advisors. That effort led to their learning of a provision of the new tax law that converts long-term capital ...Read More

Legally Avoiding Taxes on Capital Gains

Posted on August 9, 2019 in Tax
A story of Ruth and Jim... Ruth and Jim were diligent over the years with their investment discipline. Both had max’d out their 401Ks and provided for higher education funding for both of their kids, own their home free and clear and have a diversified investment portfolio. All-in-all … financially very comfortable! Now they are sitting on a significant payoff in capital gains from liquidating their holdings in common stock ...Read More

New Tax Rules – Residential Landlords Are Winners

Posted on September 21, 2018 in Tax
Checking on Accuracy of  My Crystal Ball In January of this year, I predicted that 2018 will be the year of promise for landlords. My core belief was, based on the facts that: Employment & Wages Are Up; Taxes Are Down; plus a Brand New, Major Tax Break for Residential Rental Investors Click Here  for the full article.   As we approach the end of the third quarter of 2018, ...Read More