Entries by Aaron Skloff, AIF, CFA, MBA

How To (Legally) Avoid Taxes When Selling Your Home – Part 2

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1.  We are ready to sell our home and are worried about paying taxes on our gain.  What are the key tax […]

How To (Legally) Avoid Taxes When Selling Your Home – Part 3

Money Matters – Skloff Financial Group Question of the Month – June 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How To (Legally) Avoid Taxes When Selling Your Home’ Part 1 and Part 2.  We are ready to sell our home and are worried about paying taxes on our gain.  Can you give examples […]

Everything You Need To Know About 529 Savings Accounts – MarketWatch

Everything You Need To Know About 529 Savings Accounts With higher education costs continuing to rise and millions of Americans struggling with student loan debt, any amount of money saved for college can make a difference. MarketWatch financial-planning columnist Beth Pinskers answers the internet’s most searched questions about the tax-advantaged saving account. Click Here for […]

How a Gift Can Be a Tax Dream or a Tax Nightmare – Part 2

Money Matters – Skloff Financial Group Question of the Month – May 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We read ‘How a Gift Can Be a Tax Dream or a Tax Nightmare’ Part 1.  We are considering gifting assets to our children and/or our parents?  What are the tax benefits and detriments […]

How a Gift Can Be a Tax Dream or a Tax Nightmare – Part 1

Money Matters – Skloff Financial Group Question of the Month – May 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: We are considering gifting assets to our children and parents?  What are the tax benefits and detriments of gifting assets? The Problem – How a Gift Can Be a Tax Dream or a Tax […]

How the Kiddie Tax Can Be a Big Tax

Money Matters – Skloff Financial Group Question of the Month – May 1, 2024 By Aaron Skloff, AIF, CFA, MBA Q: Can our family avoid or save on taxes by shifting some of our assets from our accounts to our children’s accounts?  The Problem – How the Kiddie Tax Can Be a Big Tax To […]