InSight

Do I owe taxes on my NSOs?

Financial Planning Dentist

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Where to start?

Take a step. Big changes especially long term changes to things like health and finance take time. Don’t make sweeping changes to start, take one step, in the right direction and build off that.  Don’t build a budget immediately because that will most likely lead to a negative experience and

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Articles
Kevin Taylor

Tax Mitigation Playbook: What is “Boot” in a 1031 Exchange?

The term boot is commonly used when discussing the tax consequences of an exchange. However, the term “boot” is not used in the Internal Revenue Code or the Regulations. Which is a source of confusion. The “Boot” received is the money or the fair market value of “other property” received

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