Why You Should Love Your Stinkers

Why You Should Love Your Stinkers We have had quite a few emails and calls about the 9 Ways to Reduce Your Taxes attachment in the November newsletter. Most of the questions were about the “wash sale” rule typically used in selling stocks so let’s spend some more time...

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How to Title Property Correctly

Married Couples and Property Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were married. Because she had the house in joint...

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Tax Free Sale of Property

Howard and Lynn were age 55 when they purchased some land outside of town. They thought it would be a good investment that they could later sell for a higher price. Over the years, development from town has moved toward the property and their land is now next to a...

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  • Don’t Be a Tax Park and Bark!
    Go to any party, any backyard BBQ, baseball game or the yacht club on race day and you are likely to hear someone complaining about taxes.   People love to hate them, but they act as if they have no control over them!  Taxes are not a storm over the ocean that “at God’s will” might […]
  • Are Taxes Fair?
    The answer to that might surprise you.  Because, for the most part, the answer is yes.  However, sometimes they are only fair if you know how to “play the game”.  Most people think only the wealthy can avoid paying income tax because they know how to play the game.  Well, at a much lower level, everybody knows some of […]
  • Biden is Shaking the Tax Tree…What Will Really Fall Out?
    With every new president, we hear that taxes are going to be changed.  Some promise to lower them in order to get elected, even though there is no way for them to go down while we spend the way we do, service our huge debts and keep the lights on.  Some say they are going […]
  • Taxes, Like Rain in the Spring, are a Constant, But You Can Open an Umbrella
    Many people are looking at their calendar and realizing that June has passed, and although they had great intentions in March and April of getting proactive in and around learning how to mitigate this year’s tax outcomes, the time has slipped by.  People who should be storing capital differently in that stock brokerage account have […]
  • It’s Summer and If You’re At the Ocean There Are Surfers. I’ve Noticed, Surfers Are Like Tax Planners.
    The surfers sit and look at the horizon and anticipate the size of the waves. It’s not an exact science, but they make their choice and then, the most important part, they proactively paddle like crazy toward the oncoming wave crest, well ahead of its arrival.  This allows them to meet the wave on their own terms, rather […]
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