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The Future of the 1031 Exchange Has Yet to Unfold

A potential change to the Internal Revenue Code that President Biden touted during his campaign last year just moved a giant step closer to reality. The 100-year-old IRC Section 1031 may be headed to the gallows, and participants across all sectors of the real estate industry are preparing for a fight.

Market Update Retirement Financial Planning Financial Advisor DST 1031 Exchange Tax Planning Retirement Planning Economic Update By on Jun 01, 2021

2021 Tax Planning Tips You Need to Know

The 2021 tax season has arrived. If you haven’t already started preparing, now is the time to begin. Before you do, you’ll want to take a look at several of the changes that affect 2020 tax filings. Perhaps the most relevant change was the recent announcement on March 17th, 2021 by the Treasury Department that the federal tax filing due date for individuals filing 2020 returns was extended from April 15th, 2021 to May 17th, 2021, providing additional help to taxpayers dealing with the disruption...

Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By on Mar 31, 2021

The Difference Between Taxable and Nontaxable Income

Do you know the difference between taxable and nontaxable income? Financial professional, Jeff Bangerter informs on the difference between the two. He also gives examples of taxable income according to the IRS.

Financial Planning Financial Advisor Tax Planning Tax Tips Tax Management By on Feb 26, 2021

An Emergency Cash Loan From Your Life Insurance: Pros and Cons

When a financial emergency occurs and you have limited resources, cash value life insurance can provide you with money for emergency expenses. Even if you do everything by the book, a major life circumstance can happen. Whether it’s a sudden layoff during Covid-19 or an illness, having a cushion when you need it can help meet your financial obligations. A question is should you cash out your life insurance policy?

Financial Planning Financial Advisor Tax Planning Life Insurance By on Feb 16, 2021

6 Wealth Accumulation Strategies You Can Implement Today

Do you dream of retiring so you can spend time with your grandchildren? Are you hoping to buy a vacation home, travel, or finally write that novel? No matter what your vision of retirement may be, learning how to accumulate wealth is an important first step.

Retirement Financial Planning Financial Advisor Tax Planning Tax Management By on Jan 14, 2021

6 Important Tax Management Strategies for Seniors

Even if you have done everything by the book for decades, chances are good that the COVID-19 pandemic has affected your retirement plans. You work hard all your life to prepare for retirement. While savings and investment strategies are important, if you don't take the time to implement tax-management strategies, you're missing a critical piece of the puzzle! Making smart tax moves now can have a major impact on the potential success of your financial plan.

Retirement Financial Planning Financial Advisor Tax Planning Tax Management By on Dec 16, 2020

Paying Employment Taxes?

Make sure you're using the correct form if you're paying employment taxes this year as a small business owner. In this week’s Tax Tips, Financial Advisor, Jeffrey Bangerter, shares the difference between Form 944, Employer's Annual Federal Tax Return and Form 941, Employer's Quarterly Federal Tax Return.

Financial Advisor Tax Planning Tax Tips By on Dec 11, 2020

Three Key Strategies Investors Use a 1031 Exchange For

Most investors who are familiar with the 1031 Exchange, know it as an investment structure that enables an investor to defer capital gains tax on the appreciated value of a real estate investment property. And this is certainly one of the most attractive benefits an exchange offers, but it is not the only one. In fact, there are several strategic reasons why a 1031 exchange might appeal to prospective investors, and in this post, we look at a few of those.

DST Diversification 1031 Exchange Estate Planning Tax Planning By on Sep 16, 2020