If you are an individual investor, an employee holding stock options, founder, investment fund, or even a tax advisor you can or can help your clients realize huge tax savings by becoming familiar with an overlooked section of the tax code. Section 1202 allows the above stakeholders … Read More
YESSSS it is possible to make a "tax-free investment" without needing to qualify as a 501(c)(3) nonprofit, government entity, or investing in municipal bonds. Navigating the tax code is like playing chess, you need to have a strategic gameplan with various scenarios mapped out to make your … Read More
It is easy to forget about the implications of state and local taxes on your income whether it is W-2 wages or capital gains on an investment. If you are an investor be sure to check out your state's tax treatment of capital gains because they could … Read More
If you are googling "states with no income" you must be either getting ready for tax season, moving to a new state, starting a business, or have a current or potential Section 1202 qualified small business stock opportunity. Am I right? Well, you've come to the right … Read More