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Results (7,810+)
Jonathan Bock Do investors know what their tax rate is?
10 October 2024 | 23 replies
For some people, taxes are by far their largest expense (near 50% marginal rate, and that's just income tax...excludes all the other taxes). 
Greg Junge Moving money around question - Helocs
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... 
Dan V. Tax Implication and Other Things to Consider
22 August 2024 | 7 replies
There will be a cap gain as the gain can be excluded under Section 121.
Andrew Abeyta As a CPA, how often are you pulled into the LP Pship Agreement drafting conversation?
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.
Alex Boulger Selling Rental with 2 Out of 5 Year Rule
25 September 2024 | 14 replies
Since you and your wife lived in the condo until September 2021, you can sell it and potentially exclude up to $500,000 in capital gains (as a couple) if sold before September 2024.
Judd Campbell Overseas living and managing rentals FEIE
7 September 2024 | 9 replies
Also, I have a 10 year visa for Thailand which excludes me from paying any taxes on income or wealth here in Thailand. 
Haiden W. Minimum amout for starter investment?!?
11 September 2024 | 17 replies
With syndications, you usually have to be an accredited investor: minimum $200,000 income ($300,000 for married couple) or $1 million net worth (excluding primary residence).
Jerome Wiley Successful investors who use Dave Ramsey's strategies
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.
Calvin Gittens Home office rider to homeowners policy
15 May 2015 | 2 replies
Do remember that any business property is excluded above $2500 on the unendorsed HO policy.  
Matthew Malley Fort Lauderdale Vacation/ STR
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).