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Tax tips for parents with kids heading to college this fall
/in News, Tax Tips - Individual/by Betty KimA higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your children or even their grandparents) once your child begins attending college […]
Tax mitigation strategies when rebalancing your investment portfolio
/in News, Tax Tips - Individual/by Betty KimLarge stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also must consider the tax implications. Careful planning can minimize the […]
When the sale of an appreciated home triggers taxes — and when it doesn’t
/in News, Tax Tips - Individual/by Betty KimHome values have risen significantly in many areas of the country over the last several years, leaving some homeowners with substantial gains when they sell. Of course, a large profit is generally a good thing. But, depending on the amount of your gain, how long you’ve owned and resided in the home, and your income […]