Category Archives: Real estate, investing

WW 2015_12 Estates

My goal in helping you plan your estate is “ease and effectiveness” and that is why I favor the Revocable Living Trust as the primary document in an estate plan. It is the most flexible way to deal with unexpected … Continue reading

Posted in Estate Planning & Probate, Real estate, investing, What's New?

Real estate, investment (WW2016_4)

teryTrader or investor? If you tend to buy and sell a number of stocks continuously and hold them briefly you are probably a “trader” or “dealer” instead of an investor.  Unlike investors, a trader doesn’t qualify for the long-term capital … Continue reading

Posted in Individual Tax, Real estate, investing, What's New?

WW Real estate, investments 2016_1

There are two deductions that taxpayers often overlook with regard to their investments: net investment interest and investment advisor fees. Both are usually found buried in the “Tax Documents” you receive covering your investments. Investment interest. Margin interest.is usually considered … Continue reading

Posted in Individual Tax, Real estate, investing, What's New?

WW 2015_12 Real estate, Investments

Be vigilant! As we approach the end of the year, it definitely pays to be “present” in regards to your investments. For real estate lovers, there’s an effective college tax shelter that yields more deductions and provides a free residence … Continue reading

Posted in Real estate, investing, What's New?