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
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Recent blogs
Using Artificial Intelligence in Your Tax Practice: Applying A.I. to Tax Research
Love it or hate it, artificial intelligence seems to be here to stay. In a profession like tax planning where compliance is of the highest
Accounting Methods for Real Estate Holdings: An Advanced Tax Strategy
As a tax professional, real investors may come to you looking for ways to mitigate taxes. They may even be aware that a key tax
Entity Choices for Real Estate Holdings: LLCs and LPs
Real estate can be a lucrative investment—especially if the owners do advance planning to maximize tax savings. As a tax professional, a top recommendation you
Tis the Season!
Written by Jason Pueschel Alternative Tax Management, LLC As we roll towards another December 31st , with Thanksgiving behind us, stockings hung on the chimney with care, menorah’s
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 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
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,