Kevin D. Roberts’ Post

Business Asset Rollover Relief also known as CGT Rollover Relief allows for deferral of Capital Gains Tax (CGT) on gains made when taxpayers sell or dispose of certain assets and use all or part of the proceeds to buy new business assets. The relief means that the tax on the gain of the old asset is postponed. The amount of the gain is effectively rolled over into the cost of the new asset and any CGT liability is deferred until the new asset is sold. #CGT #CGTRolloverRelief

Most people think of buying a lemon in terms of buying a used car that has a lot of mechanical problems. However, there is a lemons problem in financial services, too. In this Mastermind Monday post, colleague Daniel M. Yerger, MBA, CFP, ChFC, AIF, CDFA. President of MY Wealth Planners in Longmont, CO, calls out lemons in the financial services industry and how to avoid them.

Business Asset Rollover Relief also known as CGT Rollover Relief allows for deferral of Capital Gains Tax (CGT) on gains made when taxpayers sell or dispose of certain assets and use all or part of the proceeds to buy new business assets. The relief means that the tax on the gain of the old asset is postponed. The amount of the gain is effectively rolled over into the cost of the new asset and any CGT liability is deferred until the new asset is sold. #CGT #CGTRolloverRelief

Most people think of buying a lemon in terms of buying a used car that has a lot of mechanical problems. However, there is a lemons problem in financial services, too. In this Mastermind Monday post, colleague Daniel M. Yerger, MBA, CFP, ChFC, AIF, CDFA. President of MY Wealth Planners in Longmont, CO, calls out lemons in the financial services industry and how to avoid them.

The term bed and breakfasting (sale and repurchase) of shares refers to transactions where shares are sold and bought back the next morning. This used to have Capital Gains Tax (CGT) benefits by crystallising a gain or a loss but is no longer tax effective over such a short period. The change to the rule happened in 1998 when new legislation introduced special share matching rules. Under these rules there are a number of limitations including a 30-day waiting period before the shares can be repurchased. #ShareSales #CGT

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The latest episode of Bucks N' Trucks is here! Check out what Collin Gimlin and Christian Conner, CFP® have to say about delaying your estate plan. #estateplan #investing #fiduciary

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