Author: Kevin Taylor
Why we rebalance?
“Rebalancing is both risk management and capital growth” In this Article: the effect of our recent rebalancing a view of our process in action the result of active risk mitigation Overview Our rebalancing process is an important discipline we maintain
Tax Mitigation Playbook: Who manages the 1031 Exchange Process?
Since 1991, IRC § 1031 has required the use of an impartial third party to hold the proceeds from the Relinquished Property sale until the close on the Replacement Property. This third party is known as a qualified intermediary. Not
Do your chores or there will be NO MONEY in your retirement account!!!! ~ DAD
First off, review this list of answers and accept how incredible this idea is, to both fund college, make your kids earn it, and do it all in a tax-advantaged way: Yes, income earned in the home can be put
How do use a 721 exhange?
Let InSight break down the 721 exchange, somewhat similar to the 1031 exchange, which provides investors with a smart way to postpone capital gains taxes when letting go of a property that they’ve held for business or investment purposes. These
Tax-smart moves that don’t involve tax deferral
Tax-smart moves that don’t involve tax deferral There are several methods that tax planners can use that are not part of the tax deferral strategy category and that might find new and improved legs as this change happens. Contribute to
‘Taxmageddon’ deferral strategies that you might want to punt on
‘Taxmageddon’ deferral strategies that you might want to punt on Installment payments from asset sales Installment sales are designed to postpone the recognition of taxable gains until installment payments are received. Postponed gains will probably be taxed at the
What about ‘Taxmageddon’ should you be worried about?
What about ‘Taxmageddon’ should you be worried about? For years, the common belief has been that taxes, particularly income taxes, will be lower in the future for workers. That differing tax into the future almost always meant keeping more money
What is ‘Taxmageddon’?
We’re currently looking for major overhauls in taxation for corporations and people in the coming years. General civil unrest, combined with decades-long examples of corporations and individuals paying no and very little taxes, is causing a groundswell of discussion in
Tax Mitigation Playbook: Does it make sense to do a 1031 exchange?
Below is a simple guide that can help determine if your situation qualifies for a 1031 exchange and if a 1031 exchange seems like the best option for your upcoming real estate transaction. Do you, or your entity, pay US