5 Signs It’s Time to TRADE UP Your CPA for a Certified Tax Planner

Tax season is the time of the year most business owners value their CPA the most. And while accurate and timely reporting and filing is

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What Accounting Method Should I Use for My Real Estate Holdings? A Surprising Tax Strategy

When it comes to maximizing your real estate investments, forming a clear tax strategy is a key step. For many taxpayers, the first thing that

What Entity Should I Use for Real Estate Holdings? LLCs vs LPs

For real estate investors, placing your property into a business entity can serve as a great tax savings strategy. This allows you to separate properties

Tax Planning vs. Financial Planning: Why You Need to Understand the Difference

Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial

Part 3: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

Traditional retirement savings plans like 401(k)s and IRAs can go a long way in helping you prepare for retirement. However, these account types can also

Part 2: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

More than half of Americans have a traditional retirement plan like a 401(k) or IRA. For many, these can be straightforward and effective ways to

Part 1: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes

Are all of your retirement “eggs” in one “savings basket”? If you’re part of the 59% of Americans who have a retirement savings plan, chances are

There’s a New Set of SALT Rules in Town: How to Avoid a Tax Increase

How does the “One Big Beautiful Bill” Act (OBBBA) impact you? That’s the question on the minds of many taxpayers—and business owners in particular. Like

Part 3: There’s a New Tax Act in Town: Doubling Down on Deductions

Now that the dust has begun to settle and Americans are wrapping their minds around the many details of the “One Big Beautiful Bill” (OBBB),

Part 2: There’s a New Tax Act in Town: Benefits for Businesses

It’s official: The new tax package referred to as the “One Big Beautiful Bill” (OBBB) has been signed into law, ushering in a new era

Part 1: There’s a New Tax Act in Town: Benefits for Businesses

With the recent passage of President Trump’s “One Big Beautiful Bill” Act (OBBB), many question marks that have been floating in the air since the

FIND A CERTIFIED TAX PLANNER TO HELP ME PAY LESS IN TAXES

A Certified Tax Planner™ proactively helps you qualify for more tax deductions rather than simply claiming the deductions you already qualify for.

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