Tax-Efficient Strategies for Your Appreciated Assets: Stocks, Real Estate, Collectibles
Up, up and away! Given the big rise in asset prices since 2012 — stocks, real estate, collectibles, etc. — perhaps your finances are being lifted by “aery” capital gains that have yet to be realized, partly because you fear that selling and taking profits will mean a hefty tax bill. Wondering how to extract cash or value tax-efficiently from assets whose prices have soared? Then take a look at these two recent articles by Kristi Mathisen, Managing Director of Tax and Financial Planning at LNWM:
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