Archive for August, 2017

How to Defer Capital Gains

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How do you defer Capital Gains when selling an asset like real estate or a business?

There is a little-known way to dispose of assets that allows you to maximize your long-term financial advantage…even helping you for retirement. Here is an example based upon clients of mine: John and Jane are ~10 years from retirement. Like many of us they neglected to save (liquid assets) enough to get them through retirement. But they had some assets that they could sale to “top off” ... Continue Reading →