Publications

Tactics To Reduce Your Capital Gains Tax And Your Estate Tax

Tactics To Reduce Your Capital Gains Tax And Your Estate Tax

To those who have highly appreciated assets and expect their estates to exceed $3.5 million, is to be better educated about these tactics and their advantages and disadvantages especially with the turbulent environment for tax laws in the coming years.

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Forbes: Qualified Opportunity Zone Investments: Does It Make Sense During The Covid 19 Crisis?

Forbes: Qualified Opportunity Zone Investments: Does It Make Sense During The Covid 19 Crisis?

The Qualified Opportunity Zone (QOZ) investments Final Regulations published a year ago made clear some of the ambiguities noted in the Proposed Regulations, but so much has changed since then there is a question whether it makes sense to invest in a QOZ fund. QOZ investments remain a powerful, but uncertain, tax planning tool; but, one that any individual taxpayer who will realize large amounts of capital gains or an interest in impact investing, must consider.

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