
Long-Term Tax Planning: Don’t Get Caught Off Guard
By Amanda Neely, CFP®, President of Wealth Wisdom Financial
A real estate investor—we’ll call her Maria—spent 20 years building a $3 million portfolio. She did everything right on paper: maximized depreciation, tracked every expense, and executed 1031 exchanges like a pro. But when sudden health issues forced her to sell everything, she got slammed with…