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Kathleen Nemetz

CFP®, CDFA™
Personal Finance, Retirement, Investing
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“Kathleen Nemetz, Registered Investments Advisor at McClurg Capital Corporation, is dedicated to working with clients of any level of investing knowledge, to build prosperity.”
Firm:

McClurg Capital Corporation

Job Title:

Registered Investments Advisor

Biography:

Kathleen Nemetz, Certified Financial Planner and investments manager at McClurg Capital Corporation, works with clients who want to establish solid financial foundations to realize their dreams. For people planning life’s transitions near retirement, Kathleen can offer invaluable knowledge of retirement income and estate planning matters. As a registered investment advisor she builds retirement portfolios aimed at generating steady income and long term growth.  She works closely with estate planning attorneys in planning for protecting dependents and children, and for legacy gifts and the eventual disposition and investment of trusts and estates.

Having worked and lived abroad for seven years, Kathleen offers specialized skills in planning and investments for the often more complex needs of noncitizens as well as people already naturalized living in the U.S. In tandem with her financial planning work, Kathleen is also a certified divorce financial analyst, and active with the Marin County Bar Family Law section. In cases involving marital separation and divorce, Kathleen works closely with the family law attorneys active in the case using financial analysis to value assets and to create proforma budgets for eventual separation. She earned her MBA in finance at Pace University in New York.

Her community interests include her role as co-organizer of the Marin chapter of the California Society of CPAs; as the producer of’ Women On Money,’ a quarterly television talk show for local station Comcast 26 in Marin, and as a co-founder of the Women’s Collective of Marin, a public education group sponsoring quarterly forums on topics of interest to women. A lover of wildlife, she is a supporter of Wildcare of San Rafael and Sonoma County Wildlife Rescue. She is also active in the California Alpine Club, and the Marin County Bar.

Video replays of her finance talk show for women are available at www.womenonmoney.com.

Education:

MBA, Finance, Pace University

Assets Under Management:

$300 million

Fee Structure:

Fee-Based

CRD Number:

4887008

Insurance License:

#California #0E71423

Disclaimer:

Member of FINRA and SIPC.  Information provided here for educational purposes only.It should not be acted upon without first consulting a professional expert who can assess your situation.

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June 2017
    Retirement Savings, Retirement Living, Social Security, International / Global
September 2017
    Personal Finance
December 2017
March 2017
    Debt, Real Estate
April 2017
    Retirement Savings, Taxes

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    Real Estate, Taxes
Can we avoid a capital gains tax?
0% of people found this answer helpful

I agree with the advice to check with a tax professional. There is also the issue of recapture of depreciation as an investment property for the years it was deducted. The recaptured depreciation is subject to a higher tax rate usually than gains and income, but this is all relative depending on your current tax bracket. Depending on the tax advice, you may decide to postpone the sale of the house to a year when your income is lower.

January 2017