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Tax Loss Harvesting Explained

Tax Loss Harvesting Explained

AllGen’s Co-Founder Jason Martin is back with a special year-end video about tax-loss harvesting and how it can be used to mitigate taxes from realized capital gains.   What Is Tax-Loss Harvesting? Tax-loss harvesting is the selling of securities at a loss...
FLPs:  Bad Facts Yield Bad Results!

FLPs: Bad Facts Yield Bad Results!

A brand new Tax Court Memo ruling gives us yet another glimpse into how the IRS defeats Family Limited Partnerships (FLPs). See Estate of Gore v. Commissioner, T.C. Memo. 2007-169 (6/27/07). After transferring funds to the FLP, the decedent did not execute any other...