by Julie Long | Sep 10, 2026 | Financial Planning, General, Small Business, Stocks, Tax, Tax Planning
What is qualified small business stock? Qualified small business stock is a type of tax-favored investment in certain small businesses. Section 1202 of the Internal Revenue Code allows a taxpayer other than a corporation to exclude some or all of the gain from...
by Julie Long | Apr 23, 2026 | Financial Planning, General, Home Ownership, Tax Planning
In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated...
by Julie Long | Feb 26, 2026 | Financial Wellness, General, Investment, Retirement, Tax
You don’t want to pay more in federal income tax than you have to. With that in mind, here are five things to consider when it comes to keeping more of your income. 1. Postpone your income to minimize your current income tax liabilityBy deferring (postponing)...
Best-In-State Wealth Management Teams (2025 & 2026) 