by Jim Brightman | Aug 23, 2022 | Tax Planning
We know the IRS loves to make sure they get their fair share of taxes… So is it ~really~ true that they’d allow 100% tax exclusions on anything? Especially investments?!? Believe it or not… yes! Owners of qualified small business stock (QSBS) can be eligible for...
by Landon Loveall | Apr 7, 2022 | Financial Independence, Investment Management
In the past, SMA investing (separately managed accounts) was only available to the already-wealthy. If you wanted a separately managed account in previous decades, you might have to scrape up tens of millions of dollars just to get one established… …And, needless to...
by Landon Loveall | Dec 21, 2021 | Stock Options
In this article we’ll talk about how individual investing has evolved over time, and why Separately Managed Accounts (SMAs) could very well be the future of personalized investing. Especially when you consider the recent decrease in their investment...
by Landon Loveall | Aug 26, 2021 | Financial Independence
When we were younger, my wife and I couldn’t find a financial advisor to save our lives. It seemed like it should have been so easy: We were young, just out of college with good jobs, had a cheap apartment, and no children to take care of yet. We knew we...
by Jim Brightman | Aug 10, 2018 | Tax Planning
What if I told you there was a way to pay zero dollars in capital gains tax if you sold qualified small business stock? It might sound crazy, but there’s a little-known provision in the Internal Revenue Code that you could potentially use to your advantage. That...