Posts Tagged ‘Estate planning’
Financial Planning for Restaurant and Franchise Owners
At a glance The full story: As a restaurant or franchise owner, you have spent the better part of your career building your business. In fact, your business may be intertwined with other important aspects and relationships in your life — even your family and friends. When so much of your identity and goals are…
Read MoreHow to Reduce or Eliminate Capital Gains Tax on the Sale of Real Estate
At a glance Schedule a consultation The full story: A long-term capital gain occurs when a qualifying property is held at least for one year plus a day. There is a special preferred capital gains rate to encourage long-term real estate investment. Individuals will generally incur a 20% capital gains tax rate, although lower rates…
Read MoreEnding of the Tax Cuts & Jobs Act: Key Opportunities Before Exemptions Expire
At a glance Schedule a consultation The full story: The Tax Cuts & Jobs Act (TCJA) is sunsetting, with key estate and gift tax provisions set to expire on January 1, 2026. Here at Aprio, we have tracked the pending sunset, and here’s a brief recap: the current tax exemption (which is approximately $13 million…
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