esmith
Investment Income And Estimated Tax Payments
Covers dividends, interest, capital gains, withholding gaps, and why high-income taxpayers may need quarterly planning
Tax-Loss Harvesting Questions To Coordinate With Your CPA
Explains why investment tax decisions should be coordinated with portfolio advisors and CPAs before year-end. Guidance from Eric S. Smith, CPA, PLLC for co.
Capital Gains Planning For High-Income Taxpayers
Discusses timing, estimated payments, loss harvesting coordination, charitable giving, and advisor communication around large gains
Tax Issues When Selling Real Estate
Introduces basis, improvements, depreciation recapture, capital gains, installment sales, and timing questions to review before closing
Tax Considerations Before Buying Investment Property
Explains entity ownership, financing, depreciation, passive losses, state exposure, and recordkeeping before purchasing rental property
Short-Term Rental Tax Issues Owners Should Review
Covers income reporting, occupancy taxes, expense records, depreciation, personal use, and local/state compliance questions
Rental Property Tax Records To Keep Organized
A practical guide to income, expenses, improvements, depreciation records, mileage, mortgage interest, and property-specific documentation
Tax Planning For Real Estate Investors With Complex Returns
Introduces rental income, depreciation, passive activity rules, entity ownership, records, and multi-state issues
Gift Tax Basics For Families Making Large Transfers
Explains why large gifts should be documented and reviewed with tax and legal advisors before transfers are made
Tax Planning For Families Supporting Multiple Generations
Explores tax questions around gifts, education support, elder care, family businesses, trusts, and documentation