Sentences with phrase «before federal capital gains taxes»

Historically, before federal capital gains taxes and Modern Portfolio Theory shifted the industry to a focus on growth, dividends were the primary source of investor returns (see Figure 1), and over the past twelve years dividends have been the only source of investor returns.

Not exact matches

Some tax credit programs treat these savings as a capital gain for federal income taxes, so make certain to discuss any tax ramifications with a certified public accountant before investing in one of these credits.

This proactive effort to initiate the hunt before the «down - leg» sale was non-refundable effectively doubled the client's time to identify, negotiate, and close on the various 1031 «up - leg» properties which would defer a double capital gains tax liability (CA State and Federal) that could have wiped out 24 % of the TICS equity.

In October 2004, new federal regulations were issued as to how long an owner had to have owned a principal residence they had acquired through a 1031 exchange before they could sell it and exclude some or all the capital gain under the Tax Relief Act of 1997.