Videos
August 10, 2021
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Articles
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
July 21, 2021
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Articles
How do the rich pay less in taxes than you?
A large number, if not the majority of our clients at InSight come to us looking for ways to mitigate their tax liability. While a CPA will find backward-looking ways to lower your tax liability, our clients are working to
July 14, 2021
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Articles
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
July 1, 2021
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8 “Make or break” tax strategies for real estate agents and brokers to round out 2021
Key points in this article: The effects of rising home prices on Real Estate Agents tax liabilities Long-term methods for reducing your overall tax exposure Compensation alternatives that save on taxes We have been meeting with several real estate professionals.
June 24, 2021
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President Biden’s 2022 Budget Request will change the way you plan
The three takeaways in this article: What you can expect regarding the Increase Capital Gains Rate How Estate Planning & Gifting will change next year How to use Tax Credits for parents and children While I was out to lunch
June 21, 2021
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Articles
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
June 15, 2021
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Articles
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
June 14, 2021
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