
25 January 2019 | 6 replies
@Greg JungeGenerally you'll be able to exclude up to $500k of capital gain on sale of a primary if you file MFJ and both you and your spouse meet the use requirement (2 out of the past 5 years).I'm not a financial advisor, but I don't necessarily know that I would personally pay down the mortgage on a primary that I plan on moving out of in about a year's time unless there is some compelling factor.There's an opportunity cost to paying off a mortgage...

8 May 2024 | 4 replies
This historical division of roles might lead to CPAs being excluded from initial discussions.Perceived Scope: GPs and attorneys may perceive the initial structuring phase as primarily legal in nature, focusing on regulatory compliance, fund agreements, and investment structures.

9 July 2015 | 43 replies
Well, I'd contend you could change the word "house" in DR quoted "List your debts, excluding the house, in order" to "houses" and still follow the fundamentals that DR preaches.
15 May 2015 | 2 replies
Do remember that any business property is excluded above $2500 on the unendorsed HO policy.

22 March 2019 | 12 replies
You will find low season starts once schools are back in session (mid-August) and runs to Christmas (excluding Thanksgiving).
13 March 2017 | 11 replies
The most common ways to meet the Accredited Investor standard are EITHER $1,000,000 of net worth excluding your primary residence OR $200,000 or $300,000 of income (single or married, respectively) in 2 of the last 3 years with a reasonable expectation to do so again this year.

19 April 2016 | 8 replies
There is a special 2-year rule for the sale of a primary residence that could exclude up to $250K in profit per taxpayer from capital gains taxes.Just because you are in the 10% marginal tax bracket does not mean that all of your income is taxed at 10%.

9 November 2014 | 1 reply
Assume Total Pre-tax Expenses (PTE) excluding non-cash expenses (depreciation) are about 50%.

30 September 2021 | 13 replies
I ask this, because Fannie and Freddie are willing to exclude a mortgage if you can show that you are not the one who has been paying it.

8 September 2014 | 4 replies
There is a limit on the amount of gain that may be excluded from taxes and there is no exemption for gain due to depreciation taken since May 1997.