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MIKE METZGER

Unlocking Tax Benefits in Farmland Ownership

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah Owning farmland can be a lucrative investment that not only provides a stable source of income but also offers various tax advantages, deductions, and credits for landowners. Understanding the tax benefits specific to different types of farmland, such as row crops, vineyards, and tree …

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Navigating the Sunset of TCJA: Insights for Real Estate Investors

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah The Tax Cuts and Jobs Act (TCJA) of 2017 brought significant changes to the tax landscape, offering various benefits to real estate investors. However, as the provisions of TCJA are set to sunset, it is crucial for investors to understand the implications of these …

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Navigating Passive Loss Limitations: Understanding the IRS Rules and Strategies

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah Many individuals are drawn to the idea of offsetting income with passive losses from rental real estate and short-term rentals, seeking to maximize tax benefits and financial returns. However, the IRS imposes strict rules known as passive loss limitations that can potentially derail these …

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The Importance of Tax Diversification for Millennial Households

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah In today’s fast-paced and ever-changing financial landscape, it is important to understand the significance of tax diversification for millennial households and why they should consider allocating as much of their wealth as possible into tax-free assets, retirement plans, and other investment vehicles. This strategic …

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Maximizing Tax Efficiency: The Role of a Modern Tax Planning Firm for Business Owners

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah Are you a business owner or high-income earner who is tired of receiving cookie-cutter tax advice from your accountant only during tax season crunch time? Do you feel like your financial needs deserve personalized attention year-round, especially when it comes to tax planning? If …

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Navigating the Future of College Savings: Understanding 529 Plans and Beyond

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah In today’s ever-changing landscape of education and rising uncertainties about the future of college, many millennial parents find themselves grappling with concerns about the effectiveness of their carefully planned 529 college savings plans. The fear of their hard-earned money being trapped and potentially wasted …

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Boosting Retirement Savings for Business Owners with a Cash Balance Pension Plan

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah Business owners looking too supercharge retirement savings should consider a cash balance pension plan to maximize retirement wealth! This type of retirement plan offers unique advantages, including significant tax benefits, flexibility in contributions, and the ability to maximize retirement savings. In this blog post, …

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Maximizing Your Homeowners Capital Gains Tax Exclusion: Strategies and Exceptions

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah One of the most significant tax benefits available to homeowners is the capital gains tax exclusion. This exclusion allows individuals to exclude up to $250,000 of capital gains from the sale of their primary residence ($500,000 for married couples filing jointly) from their taxable …

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The Critical Role of a CERTIFIED FINANCIAL PLANNER™ for Business Owners Planning Early Retirement

Mike Metzger, Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah In the world of business ownership, the dream of early retirement is a common aspiration. Many entrepreneurs and business owners work tirelessly to build successful enterprises with the ultimate goal of being able to retire early and enjoy the fruits of their labor. However, …

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The Temptation of Paying Off Your Home Loan Early: A Financial Perspective

  Mike Metzger,  Founder | CERTIFIED FINANCIAL PLANNER™ Salt Lake City, Utah In today’s fast-paced world, the desire to eliminate debt and achieve financial freedom is a common goal for many individuals. One particular area where this temptation often arises is in paying off a primary home loan early or financial planning to be debt …

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