Net Unrealized Appreciation (NUA): The Secret Tax Weapon for Company Stock in Your 401(k
Net Unrealized Appreciation (NUA): The Secret Tax Weapon for Company Stock in Your 401(k) CORE INSIGHTS Tax Arbitrage: NUA allows…
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Tax-Loss Harvesting and the Wash-Sale Rule: A High-Earner’s Guide to Preserving Wealth
Tax-Loss Harvesting and the Wash-Sale Rule: A High-Earner’s Guide to Preserving Wealth CORE INSIGHTS Offset Gains: Tax-Loss Harvesting (TLH) involves…
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The Net Investment Income Tax (NIIT): Strategies to Avoid the 3.8% Surcharge
The Net Investment Income Tax (NIIT): Strategies to Avoid the 3.8% Surcharge CORE INSIGHTS The Surcharge: The NIIT is an…
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The SALT Deduction Cap: Strategies for High Earners to Navigate the $10,000 Limit
The SALT Deduction Cap: Strategies for High Earners to Navigate the $10,000 Limit CORE INSIGHTS The Cap Limit: The TCJA…
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The Section 1031 Exchange: A Master Class in Deferring Real Estate Capital Gains
The Section 1031 Exchange: A Master Class in Deferring Real Estate Capital Gains CORE INSIGHTS Tax Deferral: Section 1031 allows…
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The Social Security Tax Torpedo: How to Prevent Your Benefits from Being Taxed
The Social Security Tax Torpedo: How to Prevent Your Benefits from Being Taxed CORE INSIGHTS The Tax Torpedo: This phenomenon…
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Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Capital Gain
Qualified Small Business Stock (QSBS): The $10 Million Tax-Free Capital Gain CORE INSIGHTS Zero Tax Potential: The QSBS exclusion (Section…
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The Step-Up in Basis Rule: How It Works and Why It Matters for Inherited Assets
The Step-Up in Basis Rule: How It Works and Why It Matters for Inherited Assets CORE INSIGHTS The Tax Magic:…
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The Ultimate Tax Strategy Guide: Maximizing Roth, Minimizing Capital Gains, and Avoiding IRS Traps
The Strategic Tax Planning Hub:Optimization, Defense, & Wealth Transfer “Taxes are the single largest expense in your lifetime. This hub…
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Qualified Business Income (QBI) Deduction: Maximizing Your 20% Tax Break
Qualified Business Income (QBI) Deduction: Maximizing Your 20% Tax Break CORE INSIGHTS 20% Deduction: The QBI deduction (Section 199A) allows…