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...
by Louis Odette | Jul 19, 2024 | Educational
EMERGENCY CASH RESERVES – ALL SET? During the financial crises, I’ll never forget the Friday that I got home from work and my husband told me he had been laid off, and his mother passed away the same day. It was a rough day for sure. And, I was grateful that we...
by Louis Odette | Oct 16, 2023 | Educational
PLANNING A MOVE? KNOW THE STATES WITH NO INCOME TAX Are you, clients, family or friends planning to relocate from one state to another? Are there appreciated assets intended for sale in the future that would produce a taxable capital gain? 9 states in the US...
by Louis Odette | Oct 9, 2023 | Educational
2023 YEAR-END GIFT PLANNING If you are unfamiliar with various 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. Here we clarify some key information for giving or...
