Webinar: Life Insurance, a Strategic Investment for Wealthy Families

Ken Eyler, CEO of Aquilance, and leading family office advisor, will chair a panel discussion with Evan Roberts of Chesapeake Brokerage and Max Reamer of The Quantum Group, as they discuss how life insurance can be a useful instrument for business owners, professionals, and high net worth families as part of long-term strategic planning.

March 1, 2023

Tax Basis of a Principal Residence: Documentation can Save Tax Dollars

At present, you may be able to exclude a portion or possibly the entire capital gain realized on the sale of your home if certain ownership requirements are met. The requirement is that during the five-year period ending on the date of the sale, you must have owned and used the home as your principal residence for a period aggregating two or more years.

November 23, 2021
  • 1
  • 2