Articles on Taxes

Planning & Saving, Taxes

March 10, 2023

Step Up in Basis

Yaakov figured he’d sell these houses and give the money to his kids now, while he was alive, and be...

Real Estate, Taxes

March 5, 2023

The 1031 Trap

The manager of the apartment deal Boruch Sherhoffer had invested in had notified him that a sale was imminent. B’ezras...

Taxes

December 29, 2022

Taxable Income Shifting: An Easy Way to Lower Tax Bills

Although 2023 had been a great year financially for mortgage broker Yossi Berger, next year was probably going to be...

Taxes

November 20, 2022

White and Gray: Navigating Ambiguous Tax Terrain

Taxes were biting viciously into Michoel Friedman’s income. A friend who seemed pretty savvy laughed in Michoel’s face when asked...

Career / Business, Taxes

May 15, 2021

Bidenomics: Understanding President Joe Biden’s Economic Agenda

Shamai Weisberg was no expert on politics, and he generally tuned out heated debates about Republicans vs. Democrats or Trump...

Taxes

April 30, 2021

Income Taxes: File Yourself or Hire a Professional?

The Shaybergs had just finished shanah rishonah. A year full of firsts. Now it was time to file their first...

Taxes

July 30, 2020

The Tax Rule Every Kollel Family Must Learn

EITC (earned income tax credit) is an important income component for many young frum parents, and especially kollel families. But...

Planning & Saving, Taxes

June 30, 2020

Scared to Save on Taxes? Your IRA Account Isn’t a Jail

An IRA account allows you to save money for retirement with tax free growth. But what if you need the...

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