New Law Brings Great Relief for Californians
BY Kendal Blunck | March 1, 2021 After years of having homestead laws that were supposed to protect the homeowner, the state of California has finally decided to play the game with the right game piece. State homestead exemptions give protection, up to a certain dollar amount, to a debtor, to protect a home and its equity from seizure by a judgment…
Tax-Efficient Investing: Strategies for Minimizing Capital Gains
BY Protect Wealth | October 9, 2023Ever feel like you're just giving away your hard-earned investment profits to Uncle Sam? Wondering how to avoid paying capital gains tax? Yeah, it's a tough nut to crack. But what if I told you there are legitimate methods that can be utilized to maximize the amount of money kept in your pocket? Navigating the…
Charitable Giving Strategies: Reduce Taxes While Making a Difference
BY Protect Wealth | October 6, 2023Have you ever found yourself contemplating the impact of tax-deductible donations and questioning their overall value? You're certainly not alone. For philanthropists driven by the desire to make a meaningful contribution, consider the potential to leverage your generosity to your advantage. Your acts of benevolence can yield substantial returns for you. It's not a mere…
Tax Efficient Portfolios: Making Your Investments Work Harder for You
BY Protect Wealth | October 4, 2023Many investors feel perplexed when they examine their investment returns and wonder where all the money has gone. It's a question that haunts many of us as we peek into our portfolios. Tax efficient portfolios might just be the answer to this haunting riddle. Like an expert locksmith finding the right key for a stubborn…
Strategies Employed by Wealthy Individuals to Minimize Taxation
BY Protect Wealth | October 2, 2023Does tax season give you a headache? You're not the only one. Reducing tax liabilities strategies, believe it or not, are closer than you think and more accessible than they seem. A world where maximizing deductions isn't just possible—it's your reality. Imagine having a grip on your retirement accounts that turns them into powerful tools…
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