Selling a business is a big achievement, but without the right planning, it can also come with a major challenge—capital gains taxes. If you don’t use a tax planning strategy, you could lose a large portion of your profits to taxes. However, with smart planning, you may be able to reduce or defer capital gains […]
When investing in real estate, an advantage can be that the property should appreciate over time. While selling might seem like the next logical step, capital gains taxes can take a substantial bite out of your profits. Fortunately, there are several strategies to defer these taxes and keep more of your wealth working for you. […]
Selling a business is a major financial milestone, but sometimes owners are caught with a tax bill they weren’t expecting. This can be the case if proper planning isn’t carried out in anticipation of the transaction. The good news? There are legal ways that could allow you to reduce, defer, or even eliminate taxes when […]
When you think about building wealth through real estate, tax efficiency might not be the first thing that comes to mind. However, understanding tax-efficient real estate investment trusts (REITs) can make a difference in your financial strategy. Whether you’re an experienced investor or just getting started, it can be helpful to know your options, including […]
Real estate investment has long been a component of wealth-building for many high-net-worth individuals (HNWIs). Beyond generating cash flow and building equity, one of its most compelling advantages lies in its tax efficiency. The tax benefits of real estate investment provide investors with powerful tools that have the potential to help them preserve wealth. The […]
When it comes to retirement planning, one strategy for accredited investors with substantial IRA holdings is the discounted Roth conversion. This method is designed for individuals with IRAs exceeding $1 million who are concerned about taxes and are also planning for their retirement and legacy. To make this most of this strategy, it can be […]
If you’re thinking about a discounted Roth conversion, you’ll want to know its tax implications before moving forward. There are certain considerations to make, and you’ll want to think about timing too. Once you know your options, you’ll be able to decide what’s best for your situation, and when a conversion might make sense. Consider […]
Investment Opportunities with Benefits If you earn at least $100,000 in passive income, or have clients that do, there could be a way to put those dollars to work. Doing so could benefit you even more. The advanced tax planning tool is especially helpful if you earn more than $628,300 as a married couple filing […]
How to Choose High Quality Real Estate Start a search for real estate investment opportunities, and you’ll quickly come up with a long list of options. Among the ones you find, many will boast of tax benefits. They’ll offer to help you save a certain amount of what you owe each year to the IRS. […]
Understand Income Taxes for Accredited Investors Is your annual income at least $200,000? Or do you have a net worth of $1 million (excluding the value of your home)? If so, you could qualify to be an accredited investor. If you meet these criteria or surpass them, you could benefit from advanced tax planning. That’s […]
Matthew Chancey is a Registered Representative of Crescent Securities Group Inc. and an Investment Advisory Representative of Crescent Advisor Group, Inc. Investment Advisory Services are offered through Crescent Advisor Group, Inc., a US SEC Registered Investment Advisor, and securities are offered through Crescent Securities Group, Inc., Member FINRA/SIPC. 4975 Preston Park Blvd. Suite 820 – Plano, TX 75093