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Filling the Lower Tax Bracket Buckets

Financial Planning Dentist

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Kevin Taylor

How to Work With Your CFP® and CPA This Tax Season (Part I)

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 probably won’t put in the extra effort. However, a CFP®’s

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Definitions: Inflation

Inflation is a measurement of the rise in the cost of goods and services. Thus the inflation rate is the decline of the purchasing power of your money over time. So over time your money simply can buy less.  Several benchmarks estimate the rate at which the decline in purchasing

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boulder financial planning experts with 1031 tax mitigation experience
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Kevin Taylor

Tax Mitigation Playbook: The Basic’s of a 1031

45 Days You have 45 days after the sale of your relinquished property to identify your replacement property(ies). Identification of replacement properties must be unambiguous, using a legal description or physical address. It must be in writing, dated, signed, and received by your QI within the 45 days. The 45-day

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