Dec 26, 2022
Let's look at Installment Sales:
How do you structure them?
What makes sense?
What’s good for the buyer might not be good for the seller.
This episode discusses 2 things: Selling A Business and Selling Real Estate.
We want to minimize that awful tax bite.
Did you know what's taxable to the seller may not be...
Dec 19, 2022
Dec 12, 2022
Nov 21, 2022
What is a Net Unrealized Appreciation (NUA)? How does this affect your portfolio?
Just this week, I had a guy come into the office with an NUA from his previous employer. Listen in to learn what we did with it.
We discuss calculating NUA in 5 easy steps and when you should consider even using an NUA.
Nov 14, 2022