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 opes | May 6, 2025 | Educational
Whether you work for Apple or another tech company, you may have stock compensation, including restricted stock units (RSUs), as part of your total compensation package. What happens to your RSUs if you leave the company? Here are a few scenarios to consider: Have...
by Mark Duvall | Dec 20, 2024 | Educational
Individuals with substantial estates require advanced tax planning strategies to help reduce significant tax liabilities during their lifetime and for their heirs after passing. A living trust is one tool high- and ultra-high-net-worth clients can consider. When a...
by opes | Dec 19, 2024 | Educational
We’re honored Opes has made the Leaders: Top Advisors & Firms list by etf.com. Recognition in the Top 50 RIA Firms category highlights firms with outstanding expertise, growth, and leadership in helping clients navigate the ever-evolving world of exchange-traded...
by Louis Odette | Aug 29, 2024 | Educational
How Home Improvements Can Help Reduce Capital Gains Taxes for Qualified Homes Smart tax planning can help you save significant money when you’re ready to sell your home, and leveraging home improvements is one strategy. Here’s how it works: If you’ve undergone a home...
by Louis Odette | Aug 28, 2024 | Educational
If you live in a booming technology hub like the Bay Area, Seattle, or Austin, you’re more connected to the tech industry — even if you don’t work in it — than you realize. Here are a few reasons why: Supply and Demand: As more tech sector employees move to the...
