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Over the nearly thirty years of practice in financial planning and banking, I have been approached by many clients seeking to avoid paying taxes on highly appreciated real estate investments. ...

What is your retirement safe withdrawal rate? Do you really need to limit it to the 4% Rule or is there a better way?

The essence of Buddhist philosophy as I understand it is that everything is temporary. Night follows day. Good times follow bad times. And the cycle continues. We see that when ...

Husband-Wife Partnerships: The Tax Angles When both members of a married couple participate in an unincorporated business venture, must it be treated as a husband-wife partnership for federal tax purposes? ...

C corporations cause double taxation for business owners, so you probably think you want to avoid them at all costs. And for many of you, this is true, as the ...

As a tax preparer, I hear questions like this from time to time. The short answer to you claiming your boyfriend as a tax dependent is: No. While I like ...