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New rules on capital gains tax exclusions on the sale of residences come into play on Jan. 1, 2009. Particularly affected are homeowners who move from home to vacation home, avoiding taxes on the sale of each. See how the new provisions will affect clients' taxes.
Why should homeowners suffer while banks get relief from the mortgage mess they created?
The Shadow Financial Regulatory Committee shares their advice with the new President in an open letter.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025