Category: Tax Planning


Should You Defer Capital Gains Taxes With a 1031 Exchange?

Are you contemplating whether to sell a property? If so, you could be eligible for a 1031 exchange. This complex tax strategy could postpone a hefty tax payment, but there are some important stipulations.  Recently, our CEO Marianela Collado was quoted on CNET.com providing investors her insight into how a 1031 exchange can potentially allow […]

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It’s easy to mistakenly skip these forms when filing your tax return

Are you in the process of collecting your tax documents? Overlooking a form can cause unnecessary delays and some can even be criminal. Recently, our CEO Marianela Collado was quoted on CNBC providing readers with information about which forms are needed to file a complete return. “And you must be diligent with the Report of […]

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Repaying 2021 Child Tax Credit – What to Know

Are you at risk of owing more in taxes if you receive an advance child tax credit? Before you spend this credit, it is important to understand its potential impact on your tax bill. Recently, Chief Investment Officer and Senior Wealth Advisor Matt Saneholtz was quoted CNBC discussing the possible implications this could have on […]

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The Benefits of Filing Taxes Early

Just because you have extra time, does not mean you should take advantage of it. Beginning on February 12th, the IRS will start accepting tax returns for the 2020 tax year. Although many of us have April 15th imprinted in our minds as the deadline to file, filing your return early can provide important benefits. […]

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3 Timely Tips For Independent Contractors

Do you consider yourself a gig worker or independent contractor? If this is you or someone you know, you will want to check out this article on GoShare. The article is a roundup of tips from a number of CPAs and financial experts, including our own Marianela Collado.  In this article, Marianela encourages independent contractors […]

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How to Tell If You Need a Human to Help Do Your Taxes

Marianela Collado shares tips with nerdwallet.com about how to tell if you need a human to do your taxes. She said: “If all of your income came from your employer, you’re not itemizing on your return and nothing complicated is going on in your life, tax software could be a good choice, says Marianela Collado, […]

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The True Value of a Financial Planner

At the start of our adult lives, so much of our time is spent on how we’re going to earn our living and build a career that satisfies us. So little of that time is spent on planning how to manage our wealth once we’ve started building our earning power. Time begins to be spread […]

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