Part 1: Tax Planning for the OBBB: How the New Tax Act Can Benefit Business Owners
After months of waiting, clarity is finally coming. The tax and spending package unofficially known as the “One Big Beautiful Bill” Act (OBBB) has been
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Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move? Typical responses include maxing out
Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“Is your retirement plan setting you up for a catastrophic tax event?” This may sound like a dramatic question, but it’s an important one—and one
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these are what set you apart
Will the New SALT Rules Mean a Tax Increase? Avoid the Tax Cliff Using Income Timing
Even before the “One Big Beautiful Bill” Act (OBBBA) started making headlines, taxpayers and lawmakers were debating what to do about state and local taxes
Part 3: Tax Planning for the OBBB: How the New Tax Act Can Benefit Individuals
Headlines announcing the details of the “One Big Beautiful Bill” (OBBB) have started to subside. Whether it’s news fatigue or gaining the clarity they need,
How Do Accountants Charge Upfront for Their Services?
By Michelle Weinstein, Founder of The Abundant Accountant Have you ever wondered…How do accountants charge upfront for their services when so much of their work
Part 2: Tax Planning for the OBBB: How the New Tax Act Can Benefit Business Owners
A new administration typically means new tax policies, and tax planners have been waiting since the November election to see what would change. Now that
Salary vs Distribution: How Should You Pay Yourself?
By Paul Hamann, Founder & President, RC Reports If you own and work within your S-Corp, you’re often faced with some serious decisions. One of the greatest
The Tax Advantages Most Small Business Owners Miss
By Jason Ackerman, CPA, CFP®, CGMA and Co-Founder of Wealth Rabbit Taxes can feel overwhelming, especially for small business owners—but they don’t have to be. Whether
Part 4: Tax Planning for Real Estate Investors: Applying the “Carried Interest” Strategy to Partnerships
Budding real estate investors may not realize that their tax bill could be dramatically impacted by their decision on how to hold their properties. Whether