Tax Strategies

The Tax Cut May Not Deliver All Its Promises

The Tax Cut May Not Deliver All Its Promises

A basic truth in life is that, if it sounds too good to be true, it usually isn’t all it’s cracked up to be. The same applies to investing. You have probably heard how great the tax cut will be for companies across the board. Well, ‘warts’ are already appearing on the tax cut front. […]

3 Stocks to Sell Under Trump’s New Tax Law

3 Stocks to Sell Under Trump’s New Tax Law

It seems like most U.S. financial media cannot quit gushing about the new tax laws. The coverage is universally positive – I’m waiting to hear that the tax cut will cure the common cold. However, the media ignores the fact that some companies will end up paying higher tax bills. All thanks to the provision […]

3 Stocks Taking Off From Trump’s Tax Cuts

3 Stocks Taking Off From Trump’s Tax Cuts

The cut in the U.S. corporate tax rate from 35% to 21% is supposed to do everything from juicing the U.S. economy to levels not seen in decades to enriching both shareholders and consumers alike. But the reality is likely to be quite different. The first thing it will bring is a muddied fourth quarter […]

Buy These 3 REITs for High Yield and Tax Breaks

Buy These 3 REITs for High Yield and Tax Breaks

Before the passage of the Tax Cuts and Jobs Act qualified dividends paid by corporations had a perceived tax advantage over fully taxable dividends paid by pass-through businesses like real estate investment trusts (REITs). The new tax law levels the tax playing field for REIT dividends, putting the advantage for investors even more in the […]

3 High-Yield Energy Winners from Corporate Income Tax Changes

3 High-Yield Energy Winners from Corporate Income Tax Changes

The energy infrastructure sector requires a lot of capital to develop assets. The energy infrastructure sector develops and operates assets such as pipelines, processing plants and terminals. Real assets allow a company to tax-shelter cash flow with non-cash depreciation expense. This is not a sector that you might expect to benefit from the new corporate […]

FED white stamp text on red octagon

The Federal Reserve Strikes Again!

With a concerned look on his face, my friend John said, “A special assessment would be close to $5,000 per home.” My wife Jo and I live in a Del Webb community in the Phoenix suburbs. Our community is responsible for maintaining our own roads. Here is the conversation that followed: John – “Most roads […]

Philly Soda Tax Is Fizzling Flat

Philly Soda Tax Is Fizzling Flat

What is it about politicians? When they have budget problems, their solution is to contrive all kind of excuses to create and raise taxes. Cost cutting is seen as performing an unnatural act. The newest gimmick is a “Soda Tax”, basically a tax on sugary beverages. Philadelphia started the trend. Their efforts are fizzling out […]