Long-term vs. short-term tax strategies – which is right for you?
Walk through an example of a tax strategy for the sale of a personal residence. Look at the difference between a single and a married/filing jointly exemption on the tax side of the sale; and also look at it from the cash flow perspective. Tax strategy vs. cash flow … two different pictures. Our speaker also reviews rental investments and 1031 tax free exchanges.
Agenda
Faculty
David L. Osburn, M.B.A., CCRA
Osburn & Associates, LLC
- Founder of Osburn & Associates, LLC
- Contract CFO clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers, and contractors
- Extensive professional background of over 30 years encompasses 21 years as a business trainer/contract CFO and 16 years as a bank commercial lender including the position of vice president/senior banking officer
- Banking credentials include loan underwriting, loan work-out, management, and business development
- Has been an adjunct college professor for over 30 years including the College of Southern Nevada
- Holds the professional designation of Certified Credit & Risk Analyst (CCRA) as granted by the National Association of Credit Management (NACM)
- M.B.A. degree, Utah State University; B.S. degree in finance, Brigham Young University; graduate of the ABA National Commercial Lending School, University of Oklahoma
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