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Category: Tax Planning

Section 1031-Tax Deferred Exchange
Section 1031-Tax Deferred Exchange
22 Feb 2023
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A POWERFUL BUT OFTEN OVERLOOKED TOOL  Over the years, BentOak Capital advisors have advised and assisted numerous clients in deferring thousands of dollars in taxes on real estate transactions using the legal deferral techniques afforded […]
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How Secure Act 2.0 Could Affect You In 2023
How Secure Act 2.0 Could Affect You In 2023
One of the more impactful pieces of the December 2022 Consolidated Appropriations Act that passed into law is the so-called Secure Act 2.0.  You may remember the original Secure Act from December 2019 that reshaped […]
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Tax Loss Harvesting
Tax Loss Harvesting
In challenging years in the markets, such as this one, it can be difficult to find positives. One potential silver lining for times like this is that we are presented with an opportunity to possibly […]
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Qualified Charitable Distributions
Qualified Charitable Distributions
Navigating the tax code to identify tax planning opportunities is tricky for the average joe. Even Albert Einstein said, “The hardest thing to understand in the world is the income tax.” With tax season wrapping […]
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How We Learned to Stop Worrying and Love the 1040
How We Learned to Stop Worrying and Love the 1040
28 Apr 2022
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If you have met with one of our advisors, we have probably asked you to share your most recent tax return with us.  While we are not tax advisors or tax preparers, we do have […]
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Tax Season is Every Season
Tax Season is Every Season
21 Mar 2022
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Introduction Tax season is in full swing.  As we write this blog, we are about a month away from the annual April 15 Tax Day deadline.  Most people think about taxes once or maybe twice […]
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