Publications
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.
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.