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Financial Asset Management Advice California

The following article talks about six things you should know before you sell your highly appreciated assets. It talks about considering how much you owe in taxes and developing strategies.

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ORANGE COUNTY'S CREDIT UNION/STADIUM BRANCH
(714) 755-5900
P.O. Box 11777
Anaheim, CA

UBS Wealth Management
(559) 248-4001
10000 Stockdale Highway
Bakersfield, CA

Gregg Financial Services
(415) 482-9221
930 Irwin Street, Suite 209
San Rafael, CA

BANCO POPULAR
(714) 864-5062
888 Disneyland Dr. Suite 500
Anaheim, CA

Charles Schwab & Co., Inc.
(415) 636-7000
101 Montgomery St.
San Francisco, CA

FELDHAUS CONSULTING
(714) 635-8301
1879 Lullaby Lane
Anaheim, CA

Sierra Asset Management
(559) 658-5193
40061 Highway 49., Suite #101
Oakhurst, CA

Little Business Wealth Advisors, Inc.
(559) 320-0272
6445 N. Palm Suite #102
Fresno, CA

Kenwood Investments, LLC
(415) 856-0584
100 Spear St., Ste. 1600
San Francisco, CA

FIRST FEDERAL BANK OF CALIFORNIA
(310) 301-5674
704 S. State College Blvd.
Anaheim, CA

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6 Things You Need to Know Before You Sell Your Highly Appreciated Assets

Chances are that your current CPA, Attorney, Financial Advisor or Real Estate Professional do not specialize in the area of capital gains tax savings. This may result in misinformation or lack of any helpful advice from those who you rely on for major financial guidance. It is essential to work with someone familiar with current tax law, planning strategies and your entire financial situation to get the assistance you need. The following steps will give you a head start to find the right person to help minimize your tax obligation.

Find out how much you will owe in taxes if you do not implement a tax planning strategy. This is a crucial first step, because it will allow you to compare which strategy provides you the most benefit in savings. Not all tax professionals are aware of how to calculate the tax liability for every situation.
Be sure all of the tax consequences are outlined. Some of the considerations are federal, state and/or city capital gains tax, recaptured depreciation, long or short term gain involved, corporate taxes (if applicable) and whether or not the Alternative Minimum Tax will be triggered by the sale. Be sure all of the taxes relevant to your situation are added and considered.
Work with someone who can outline all of the strategies available to you. Many advisors are only aware of one specific strategy and will try to make it work for any situation. Rarely will they offer additional alternatives, so you may never be aware they exist. Have an advocate to ask the right questions to determine the details of a tax strategy and its long term effects. It is difficult to determine which plan to choose if you only hear the "selling points" and not the potential risks or down side....

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Author: Paula Straub

Featured Local Company

ORANGE COUNTY'S CREDIT UNION/STADIUM BRANCH

7147555900
P.O. Box 11777
Anaheim, CA

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