COMMENTARY

🚨 Muni-Equity? Yeah, it’s a thing… 🚨 Recently, we’ve shown how advanced planning techniques can help stock and real estate investors reduce—or even eliminate—capital gains taxes at liquidation. This applies whether you’re selling a growth stock, primary residence, or exiting a 1031 exchange. But it can also apply to basic retirement planning. 📉 The Traditional […]

✨ 𝗦𝘁𝗼𝗰𝗸𝘀 𝗮𝘁 𝗮𝗹𝗹‑𝘁𝗶𝗺𝗲 𝗵𝗶𝗴𝗵𝘀!?! 𝗛𝗼𝘄 𝘁𝗼 𝗹𝗼𝗰𝗸 𝗶𝗻 𝗽𝗿𝗼𝗳𝗶𝘁𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗹𝗼𝗰𝗸𝗶𝗻𝗴 𝗶𝗻 𝗮 𝘁𝗮𝘅 𝗯𝗶𝗹𝗹. Last month, we highlighted how certain investment planning techniques can help real estate investors reduce—or even eliminate—capital gains tax on the sale of property. 🏡 This applies whether you’re selling a primary residence, investment real estate, or even a 1031 […]

Following the passage of the One Big Beautiful Bill, many assumed that additional tax reform would take a backseat. 𝐓𝐡𝐢𝐧𝐤 𝐚𝐠𝐚𝐢𝐧. In DC, there’s growing talk around 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐢𝐧𝐠 𝐜𝐚𝐩𝐢𝐭𝐚𝐥 𝐠𝐚𝐢𝐧𝐬 𝐭𝐚𝐱𝐞𝐬 on the sale of a primary residence. 🏡 For homeowners looking to sell, such a move would be a welcome windfall. Even a modest […]