InSight

Tag: Tax Planning

Articles
Kevin Taylor

Can I run a canna-business in an Opportunity Zone?

Like many things in life, the answer here is “it’s complicated” and it’s going to depend heavily on the type of business you intend to operate. Let’s start with the good news as we unfold this potential boon to marijuana

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Articles
Kevin Taylor

529 College Planning: 102

Types of 529 plans This is one of the largest hang-ups for savers. A history of misinformation and contamination between different types of 529s has generated several misnomers. Simply put: 529 plans are usually categorized as “prepaid tuition” or “college

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Articles
Kevin Taylor

529 College Planning: 101

The Origin on 529s The origin story of the 529 program goes back to the Michigan Education Trust (MET) in 1986. A state-run program that supported colleges saving devoid of state income taxation.  529 plans are named after Section 529

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1031 Exchange Alternative
Articles
Peter Locke

An Alternative or Back-up for the 1031 Exchange

The Delaware Statutory Trust (DST) is a trust that is structured as a pass-through entity and can hold passive Real Estate. It can function as a 1031 Exchange Alternative. All of the debt is nonrecourse and the income, net of

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Articles
Peter Locke

What’s the value? 

This is the untold story of what happens to most people that meet with financial advisors not CERTIFIED FINANCIAL PLANNERS™.  Whether you’re at a big brokerage firm, insurance company, or on a robo advisor platform, the stories are the same.  

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tax planning
Articles
Kevin Taylor

Year-End Tax Planning Under the Biden Administration

A lack of political clarity means not knowing whether Democrats can push their legislative agenda faster. If Democrats gain control of the US Senate, Republicans won’t have the control to force legislation gridlock. Therefore, without this crucial information year end

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