A Taxing Story: Capital Gains and Losses Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains. Capital gains result when an individual sells an investment for an amount greater than their purchase … [Read More...] about A Taxing Story: Capital Gains and Losses
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Maximizing Your Social Security Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their benefits, some of which depend on their marital status. Understanding the strategies for maximizing … [Read More...] about Maximizing Your Social Security Benefits
1031 Delayed Exchanges: Avoiding Common Traps (from ocbar.org November 2023)
1031 Delayed Exchanges: Avoiding Common Traps by David L. Keligian and Steven B. Hilton This article is featured in the November 2023 issue of OC Lawyer (PDF) (from www.ocbar.org) … [Read More...] about 1031 Delayed Exchanges: Avoiding Common Traps (from ocbar.org November 2023)
Exiting California: Avoiding Common Misconceptions (from ocbar.org February 2023)
Exiting California: Avoiding Common Misconceptions by David L. Keligian This article is featured in the February 2023 issue of OC Lawyer. (PDF) (from www.ocbar.org) … [Read More...] about Exiting California: Avoiding Common Misconceptions (from ocbar.org February 2023)