More Articles

  • How To Sell Your Small Business And Pay No Taxes

    So, you want to sell your small business? The good folks in Washington have a dandy tax break exempting you from all federal taxes on the sale-provided that you own a C corporation.

    Read more >>

  • Risk And Tax Effects Of An Installment Sale Of A Home

    An installment sale of real estate is a variety of seller financing in which the buyer is borrowing from the seller. Why would a seller want to do this? Isn't it better to get the money up front? No, not always, especially when a sizable real estate capital gain would push you into a higher tax bracket.

    Read more >>

  • The New Math Of Renting Out A Vacation Home

    If you've ever thought about becoming a landlord, here's an update on recent tax breaks that changed the equation for weighing whether to rent a property or be the sole tenant throughout the year.

    Read more >>

  • Opportunity Zone Investment Frenzy Requires Caution

    A new provision in the tax law for the first time in 2018 is leading to a frenzy of tax-driven investment products to be promoted to affluent investors, but caution is wise.

    Read more >>

  • The Most Important Financial News Of 2018

    The most important financial news of 2018 was that Modern Portfolio Theory (MPT), the strategic underpinning of prudent investing, worked. Yet you just don't see front-page headlines saying conventional wisdom worked. Why? Because when what's expected to happen actually occurs, it's not news. Nonetheless, the fact that modern portfolio theory worked, just as academia has expected it would, was the most important financial news of 2018.

    Read more >>

  • Retirement Income Portfolio Survival

    As financial professionals, we believe understanding the dynamics of retirement income portfolio risk can be crucial to investment success. The survivability of five hypothetical retirement portfolios over the 20-year period ended December 31st, 2018 shown in the accompanying table is not intended as investment advice but is intended to help clients better understand retirement portfolio risk and conquer perhaps the worst of all financial fears: running out of money in retirement. The data is based on a continuing professional education session by Professor Dr. Craig Israelsen, an independent economist whose research we license.

    Read more >>

  • Five Key Factors In Funding A Child's Education

    The Tax Cuts And Jobs Act (TCJA) changed funding a child's education significantly. Here are five factors to consider.

    Read more >>

  • Key Tariffs, Rates And Economic Facts To Note In Fearful Times

    Tariffs, interest rates, and recession struck fear deep in the heart of investors as 2019 was beginning. A market crash, a world financial crisis, or something worse. Here are some facts to help you keep perspective in these fearful times.

    Read more >>

  • High Income Earners & Roth Conversion

    Roth IRAs are tax-free, making them popular, but a married couple is ineligible to contribute to a Roth if they earned more than $199,000 of modified adjusted gross income in 2018 ($135,000, if single). A "backdoor" around this limit enables you to convert traditional IRA assets into tax-free Roth IRA accounts, even if you're over the income limit. Here's a strategic approach for maximizing the backdoor route to get tax-free Roth treatment with the least amount of conversion-tax.

    Read more >>

  • Time Itemized Deductions To Reduce Taxes

    You can't have your cake and eat it, too, but this tax planning strategy lets you have a tax break and repeat it, too.

    Read more >>

  • Read More
Watch the video!
  • advisors4advisors downloads - Administration
    Economic Facts To Prepare For The Elections
    Another Member Of Music Royalty Dies With No Will
    Top 10 Indications The Economic Outlook Is Brighter Than Expected
    Sidestepping New Limits On Charitable Donations
    Pre Retirees To Convert IRAs More Often
    New Tax Break For Kindergarten Through 12th Grade
    The Truth About US GDP Growth
    Despite Distractions, Economic Data Boomed Last Week
    Protect Yourself Against Spearphishing
    Even The New York Times Gets Investment Facts Wrong Sometimes
    First Half Of 2018 Stock Investing Highlights

Articles of Interest

Enewsletter Sign Up

Not subscribed to email campaign system.

Contact Details

Callahan Capital Management

1169 Hilltop Parkway, 106A
Steamboat Springs, CO 80487

Phone: 970-870-8750
Fax: 970-870-8748
Email: david@callahancapital.com

9110 East Nichols Avenue, #122
Centennial, CO 80112

Phone: 303-722-5500
Email: peter@callahancapital.com