Articles

Articles and Insights from the Capital Advantage Team.

Explore our articles below.

How to Avoid Paying Capital Gains Tax (Legally)

First, let’s review short-term vs long-term capital gains, then I’ll discuss how to sell appreciated assets without paying federal income tax. Please note that Capital Advantage is neither an attorney nor an accountant, and no portion of this article content should be interpreted as legal, accounting or tax advice. Short-term vs long-term capital gains When […]

Circle of Care for Aging Clients: An interview between a professional trustee and an investment advisor

Professionals that interact with their clients regularly, such as investment advisors and tax preparers, can often see the decline over time that can come with dementia. We wanted to interview a trusted advisor, Ian Castille, CFP®, Senior Financial Advisor at Capital Advantage, Inc., to find out how his firm can be a safety net for […]

Proposition 19: A Win for Retirees in California

Without getting into the weeds of Prop 19, here are 3 main takeaways: 1. The biggest winners are California homeowners aged 55 and older. Qualified homeowners may now move anywhere in California and transfer their current tax basis (taxable value of their primary residence) regardless of the value of the new primary residence—even if the […]