
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
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Recent blogs
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 3: Tax Planning for Real Estate Investors: Understanding Depreciation and Recapture
When working with clients on real estate investments, you will need to prepare them for a higher level of tax complexity. This might mean encouraging
Part 2: Tax Planning for Real Estate Investors: When to recommend a REIT
Working with clients who are getting into real estate investing can be an optimal situation for you both. These clients need a seasoned tax professional
Part 1: Tax Planning for Real Estate Investors: Choosing the Right Structure
For tax planners, taxpayers venturing into the world of investment can make great clients. Investing can be lucrative but also introduces new complexities to your
5 Reasons To Avoid An Earnout When Selling Your Accounting Practice
By Brannon Poe, Founder of Poe Group AdvisorsA version of this article first appeared in The Journal of Accountancy’s CPA Insider™ By Brannon Poe, CPA
Navigating Tax Reform: The Three Statements that Will Help You Sell Tax Plans This Year
Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the renewal of Tax Cuts and
Navigating Tax Reform: Keeping up with Shifting Tax Laws and Tariffs
2025 has been a rollercoaster ride on many fronts, including in the tax world. Today’s news headlines are filled with tariff announcements, proposed tax bills,
Tax Planning for Student Athletes: Working with NIL Collectives
When you think of up-and-coming business opportunities, you likely don’t think of student athletes. As a result of recent court cases, athletes have gained the
Tax Planning for Student Athletes: Entity Selection as a Tax Strategy
In recent years, college athletes at NCAA Division I schools are faced with a new opportunity: turning their burgeoning sports career into a profitable business.