by Jacob Millican | Apr 1, 2024 | Financial Planning, Retirement, Taxes
As we tread into the tax season, reflecting on the past year’s fiscal strategies becomes a priority for many. Specifically, the realm of charitable giving, coupled with astute tax planning, offers a fertile ground for reducing tax liabilities while supporting...
by Jacob Millican | Mar 5, 2024 | Financial Planning, Investment, Small Business, Taxes
In the realm of selling business assets or real estate, capital gains tax strategies play a pivotal role in maximizing financial outcomes. The tax levied on the profit from these sales can significantly impact your investment’s profitability. However, leveraging...
by Jacob Millican | Nov 30, 2023 | Financial Planning, Investment, Taxes
Please visit our YouTube page to follow our channel with videos about the markets, investments, and financial planning. Get your FREE retirement assessment. Free Assessment This content is developed from sources believed to be providing accurate information. It may...
by Jacob Millican | Apr 19, 2023 | Financial Planning, Taxes
Property taxes are one of the most significant expenses for homeowners, and the issue of fee creep is prevalent in this area. Rising home values and changes in local property tax rates can result in substantial increases in property tax bills. Here are some tips on...
by Jacob Millican | Mar 24, 2023 | Financial Planning, Taxes
I have been including real estate in my investment portfolios for a considerable time, mainly because of the significant demographic shift in the nation’s population. While the millennial generation has faced criticism for their approach to life, they are now...
