by Ann Timoney | Dec 30, 2025 | Financial Planning
If you are unfamiliar with various tax planning aspects of gifting money or property and are concerned that receiving or making a gift will produce a taxable event, this article will help you. We will clarify key information for giving or receiving money, when to get...
by Ann Timoney | Nov 26, 2025 | Investment Commentary
Working with clients over the years, we’ve observed how it’s never too early or too late to learn about effective money practices that can affect various areas of life. Many people never receive a basic introduction to money management, which is why Opes’ Trusted...
by Ann Timoney | Oct 29, 2025 | Financial Planning
Sudden emergencies, such as medical bills, home repairs, or layoffs, can quickly constrain your cash flow. If work in tech, such as being an Apple employee, your industry’s volatility and reliance on company stock value may put your finances at further risk. In these...
by Ann Timoney | Aug 12, 2025 | Educational
A 1031 tax-deferred exchange can be appealing to investors because of the opportunity to sell an investment property and reinvest the proceeds into a new property, allowing them to defer capital gains taxes. However, some clients have inquired if they can use an...
by Ann Timoney | Nov 6, 2024 | Uncategorized
Are you, clients, family, or friends planning to relocate from one state to another to help save on living costs? Perhaps you’re considering moving from a state with an income tax, like California, to a state with no income tax, like Washington. We regularly guide...
