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investment

Rethinking Retirement for Lower Real Rates of Return

November 1, 2022 By Stephen Nelson CPA

long-term trends in long-maturity interest rates

The recent research paper, “Long-run Trends in Long-maturity Real Rates 1311-2021,” from economists Kenneth S. Rogoff, Barbara Rossi and Paul … [Read more...] about Rethinking Retirement for Lower Real Rates of Return

Filed Under: investment, personal finance, retirement

Inflation Reduction Act: What Every Real Estate Investor Should Know

August 10, 2022 By Beth Nelson CPA

On Sunday morning, the U.S. Senate passed the Inflation Reduction Act (H.R. 5376). Assuming the House passes an identical bill this Friday (and Nancy … [Read more...] about Inflation Reduction Act: What Every Real Estate Investor Should Know

Filed Under: business taxes, Corporate taxation, Inflation Reduction Act, investment, real estate, Strategy

Tax Strategy Tuesday: Real Estate Professional Tax Strategy

February 1, 2022 By Stephen Nelson CPA

The real estate professional tax strategy can save significant amounts of income taxes.

A few weeks ago, I talked about one way to get big real estate tax deductions onto a tax return, the vacation rental tax strategy. This week, I … [Read more...] about Tax Strategy Tuesday: Real Estate Professional Tax Strategy

Filed Under: individual income taxes, investment, personal finance, real estate, retirement, Tax Strategy Tuesday

Tax Strategy Tuesday: Avoid Real Estate Net Investment Income Tax

January 25, 2022 By Stephen Nelson CPA

real estate net investment income tax blog post art

Are you a real estate investor? And, just to get the awkward part over, have you been pretty successful with real estate? I thought that might be … [Read more...] about Tax Strategy Tuesday: Avoid Real Estate Net Investment Income Tax

Filed Under: individual income taxes, investment, real estate, Tax Strategy Tuesday

Biden Capital Gains Tax Planning

May 7, 2021 By Stephen Nelson CPA

Biden capital gains tax may push investors to tax gain harvest

As you may know, President Biden proposes changing the tax law in a bunch of areas, including ratcheting up the capital gains tax that some investors … [Read more...] about Biden Capital Gains Tax Planning

Filed Under: individual income taxes, investment

Updating your Financial Game Plan for Low Interest Rates and Equity Returns

February 8, 2021 By Stephen Nelson CPA

A couple of times over the last few months, I've read good academic papers about the impact of historically low costs of capital. So, the impact of … [Read more...] about Updating your Financial Game Plan for Low Interest Rates and Equity Returns

Filed Under: investment, management, personal finance, real estate, retirement

How to Inherit a Million Dollars

February 10, 2020 By Stephen Nelson CPA

Over the last year, I helped several families administer a large-ish estate and disburse decent-sized inheritances. Which was fun and interesting … [Read more...] about How to Inherit a Million Dollars

Filed Under: investment, real estate, retirement

Sobering Up About Qualified Opportunity Zones

December 16, 2019 By Stephen Nelson CPA

You probably need to prepare for the holidays you and your family celebrate. Or maybe start work on some year-end accounting. Accordingly, I want … [Read more...] about Sobering Up About Qualified Opportunity Zones

Filed Under: business taxes, individual income taxes, investment, qualified opportunity zone

Planning for the Warren Wealth Taxes

November 8, 2019 By Stephen Nelson CPA

Planning for Warren wealth tax a balancing act

Normally, we don’t blog about proposed tax legislation. Especially something like Elizabeth Warren’s wealth tax proposals. She hasn’t even won her … [Read more...] about Planning for the Warren Wealth Taxes

Filed Under: individual income taxes, investment, personal finance, wealth tax

A Dozen Reasons for Direct Real Estate Investment

July 8, 2019 By Stephen Nelson CPA

Okay, I am not a direct real estate investment fanatic. Absolutely not. Further, I get that direct real estate investment burdens investors with … [Read more...] about A Dozen Reasons for Direct Real Estate Investment

Filed Under: investment, personal finance, real estate

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Featured Posts

How IRS audits work

How IRS Audits Work

Audit anxiety is something nearly every taxpayer has in common.  But, have you ever considered how IRS audits actually work? The IRS processes … [Read More...] about How IRS Audits Work

If you got caught in an ERC scam, take these steps to reduce the damage

If You Got Conned in ERC Scam

You wondered at the time whether it was a scam, right? And now you regularly see news reports about ERC scams. Employee retention credit scams, that … [Read More...] about If You Got Conned in ERC Scam

Lottery tax planning can save millions

Lottery Tax Planning for a Billion Dollar Drawing

Okay. This is silly. You’re probably not going to win. But just for fun, let’s talk about lottery tax planning for one of those giant Power Ball or … [Read More...] about Lottery Tax Planning for a Billion Dollar Drawing

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