Financial Tax Strategies

Financial Tax Strategies Our specialty is helping folks defer or eliminate their Capital Gain Taxes on investment real estate

11/16/2025

Ali and Josh Lupo use seller financing to secure lower interest rates on rental properties. Seller financing allows buyers to negotiate terms and bypass banks, reducing costs and time. The couple finds deals through networking and targets baby boomer sellers seeking steady income.

11/15/2025

Berkshire Hathaway CEO Warren Buffett, in a letter to shareholders on Monday, said he would retain a "significant" stake in the company as a vote of confidence in his successor Greg Abel.

11/14/2025

In a business built on belief, the founders who communicate clearly, deliver reliably and treat every dollar with respect earn trust that outlasts any funding round.

11/13/2025

77% of Americans age 50 and over say the Social Security cost-of-living adjustment (COLA) does not keep up with rising prices. To offset that, you'll need strategies to stretch your income farther.

11/12/2025

On one hand it feels like current generations have never been further apart—from media consumption, to language, to tech, to work styles, things are changing quickly. On the other hand, we are more deeply enmeshed in each other’s financial lives than ever.

11/11/2025

The US economy is one where the owners of capital and the providers of labour are increasingly at odds with each other.

11/10/2025

Sometimes rugs stain and mirrors break despite your best efforts to be careful. Here’s how to protect yourself and enjoy the rest of your trip.

11/09/2025

The U.S. median age for first-time homebuyers is now at a record high.

11/08/2025

Amid the wild surge in artificial-intelligence spending, investors in listed companies are making the same demand they have for years: Show me the money.

11/07/2025

Appian CEO Matt Calkins says AI doesn't "spot the magic in people."

11/06/2025

Can’t Look Away follows a team of lawyers battling tech giants, fighting for families whose children suffered devastating harm linked to social media. The film underscores the urgent need for industry reform and serves as both a wake-up call about the dangers of social media—and a call to action...

11/05/2025

Your FICO score has long determined whether you could get a mortgage, car loan or credit card. That could change soon.

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1313 N. Milpitas Boulevard, Suite 155
Milpitas, CA
95035

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+18889771222

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