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Demystifying Like-Kind Exchanges
If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling...
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Retirement & Wealth
Self-Employed? Don’t Overlook a Roth IRA
Some small business owners overlook Roth IRAs because they assume their income is too high for them to qualify to make Roth...
Don’t Miss Your Opportunity to Make a 2025 IRA Contribution — Whether You Can Deduct It or Not
Generally, each year you can contribute up to the annual limit to a traditional or Roth IRA (or a combination of the...
Shift Income to Take Advantage of the 0% Long-Term Capital Gains Rate
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so,...
Boost Your Tax Savings by Donating Appreciated Stock Instead of Cash
Saving taxes probably isn’t your primary reason for supporting your favorite charities. But tax deductions can be a valuable added benefit. If...
Milestone Moments: How Age Affects Certain Tax Provisions
They say age is just a number — but in the world of tax law, it’s much more than that. As you...
