What Your CFP® Is Really Doing When They Talk About Taxes When your CFP® talks about a Roth conversion, they help you decide if paying taxes now could lower your taxes later. When they discuss selling assets that have appreciated
Why the best tax outcomes rarely come from tax season itself Your accountant probably isn’t bad; they’re just not incentivized to be good. They make the same amount per tax filing if they save you money or don’t, so they
Key Takeaways Rebalancing helps prevent unintended concentration in specific property types, markets, or risk factors as values and cash flows change. Investors can realign portfolios through selective sales, refinancing, 1031 exchanges, or complementary acquisitions. Passive structures such as REITs and
