Search Results for: income – Page 2
How to Work With Your CFP® and CPA This Tax Season (Part II)
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
Rebalancing Real Estate: Keeping Risk, Returns, and Strategy Aligned
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
Rural Opportunity Zones (ROZs) Under the One, Big, Beautiful Bill: What Investors Need to Know
The One, Big, Beautiful Bill (OBBB) has reshaped the Opportunity Zone (OZ) program in a way that opens the door for greater investment into rural America. With the new framework, Rural Opportunity Zones (ROZs) are now a central part of
ALL One Big Beautiful Bill Act Changes
Introduction to the One Big Beautiful Bill Act (OBBBA) On July 4, 2025, the President signed into law the One Big Beautiful Bill Act (OBBBA) — a sweeping piece of legislation that reshapes the U.S. tax landscape for businesses, families,
Employer Student Loan Payments Made Permanent
One of the most popular “temporary” pandemic benefits is now here to stay. The “Big Beautiful Bill” (OBBBA) permanently extends the ability for employers to make tax-free contributions toward employee student loans. From Temporary to Permanent Before 2020, any student
Child Tax Credit Increased
Families with children will see some important changes to the Child Tax Credit starting in 2025. Here’s what you need to know: A Bigger Credit in 2025 The Child Tax Credit was set to shrink from $2,000 per child down
Qualified Opportunity Zones Extended
The “Big Beautiful Bill” (OBBBA) reshaped the Qualified Opportunity Zone (QOZ) program, a tax incentive first introduced in 2017 to encourage investment in designated low-income communities. While the original program was set to expire in 2026, OBBBA created a more
Key Deadlines for PSLF Under the New Regime & Risks Imposed by the Big Beautiful Bill
Public Service Loan Forgiveness (PSLF) offers a powerful pathway for federal student-loan borrowers working in public or nonprofit service to have remaining balances forgiven after 120 qualifying payments (10 years). But recent legislative changes under the One Big Beautiful Bill