Month: March 2022

Tax Planning Versus Preparation – What is the Difference? – Part 2

By Dominique Molina, CPA MST CTS Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize their tax burden both in the short term and over time.  This often requires working in advance, before the end of the year, to identify and evaluate solutions and implement them. We’ll discuss five of …

Tax Planning Versus Preparation – What is the Difference? – Part 2 Read More »

Tax Planning Versus Preparation – What is the Difference? – Part 1

By Dominique Molina, CPA MST CTS Visit social media or google these days and you’ll most likely see advertisements for Tax Planning.  But many taxpayers (and even tax pros) are confused about the differences between tax planning and tax preparation.  In fact, the average taxpayer most likely believes they are already getting this service from …

Tax Planning Versus Preparation – What is the Difference? – Part 1 Read More »

Taking Care of Your Business: Estate Planning for Business Owners

Success in your business should be a reason to celebrate and take pride in your accomplishments. Yet as a savvy business owner, you also need to consider what this success will mean for the next generation. Without careful planning, your beneficiaries could find themselves with a hefty tax bill. A tax expert can help you …

Taking Care of Your Business: Estate Planning for Business Owners Read More »