Category Archives: Tax


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