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Capital Pains
Manage episode 421705591 series 2910154
Contenuto fornito da Mike Morton, CFP®, RLP®, ChFC® and Mike Morton. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Mike Morton, CFP®, RLP®, ChFC® and Mike Morton o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Join us this week as Matt Robison and I discuss the strategies for minimizing capital gains taxes in today’s profitable housing market. We'll share a real-life client story that highlights how a couple saved thousands in tax liability by leveraging home improvement receipts and the primary residence exclusion. Discover how meticulous record-keeping and strategic planning can significantly reduce your tax burden, allowing you to keep more of the profit from the sale of your home. Tune in for tips on maximizing your tax savings and ensuring your home sale benefits you, not just Uncle Sam.
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
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