May 23, 2022
Listen to David explain how to get a full step up of cost basis on a Marital asset and avoid paying capital gains? Learn about the Marital Gifting Strategy that almost no one knows about!
Hear how to take advantage of your life time, gift exclusion amount, without the fear of an IRS claw back.
May 9, 2022
Are tax free bonds truly tax free? Not always.
Who should consider tax free bonds and who shouldn’t?
What are the alternatives?
When you're looking at regular Bonds vs I-Bonds there is a difference.
Join me in this episode as we learn how to calculate your tax equivalent yield.