Gates, Kirby & Company, P.C.

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01 May

ROLLING OVER CAPITAL GAINS INTO A QUALIFIED OPPORTUNITY FUND

Anyone selling a business interest, real estate or other highly appreciated property could get hit with a substantial capital gains tax bill. One way to soften the blow — though it ties up the funds long term — is to “roll over” the gain into a...

08:30 / Budgeting / Buildings / Growth / Legal / Taxes

02 Aug

PLANNING FOR THE NET INVESTMENT INCOME TAX

Despite its name, the Tax Cuts and Jobs Act didn’t cut all types of taxes. It left several taxes unchanged, including the 3.8% tax on net investment income (NII) of high-income taxpayers. This brief article defines the NII tax and urges you to explore strategies...

15:00 / Legal / Taxes

11 May

GETTING TO KNOW YOUR CREDIT AND DEBIT CARDS A BIT BETTER

Virtually everyone has a credit and debit card these days. But many people still live in fear of these plastic necessities because they’re unfamiliar with the fine print of the arrangements involved. This article explores the potential liability of both credit and debit cards, and...

09:00 / Budgeting / Legal

ROLLING OVER CAPITAL GAINS INTO A QUALIFIED OPPORTUNITY FUND

PLANNING FOR THE NET INVESTMENT INCOME TAX

GETTING TO KNOW YOUR CREDIT AND DEBIT CARDS A BIT BETTER

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