5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season
Do you feel that you pay too much in tax? You’re not alone. The General Accounting Office estimates that Americans over-pay their taxes by almost
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Recent blogs
The (Potential) Tax Benefits of Establishing a Family Office
Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the personal affairs of a family.
What is a Family Office? The Pros and Cons
If you own a business, especially if that business has been successful and you intend to pass down ownership of that business to your children,
Commercial Property Tax Savings: Know the Methods for Property Valuation
The latest property tax bills are giving property owners a severe case of sticker shock—especially if they are still in the process of getting a
How to Combat High Commercial Property Taxes: Appeal Your Assessment
Want information on residential property assessment appeals instead? Read here. Purchasing an income-producing property may seem like a great financial investment—until you get your property tax
So Your Property Tax Bill is Astronomical? Consider Appealing Your Assessment
Want information on commercial property assessment appeals instead? Read here. As property tax rates spike to the highest numbers we’ve seen in five years, homeowners are
So Your Property Tax Bill is Astronomical? Could Your Home Be Over-Assessed?
Getting hit with the highest property tax bills you’ve seen in years? You’re not alone. Homeowners across the country have been experiencing similar pains. In
How Can Income Shifting Help Lower Your Taxes?
If step one in the tax planning process is formulating a tax strategy, step two is often overlooked but equally important: creating an implementation plan.
Creating a New Business Entity Could Lower Your Taxes… But How Do You Do That?
When you work with a tax planner to create a proactive tax strategy, deciding on your strategy is just the beginning of the journey. Even
Without Proactive Tax Planning, How Much Money Will You Miss Out On?
When is the best time to begin thinking about next year’s tax return? Today! Instead, by working with a Certified Tax Planner, they take their
If a Tax Plan Has No One to Implement it, How Can it Save Money?
As tax filing season comes to a close, taxpayers may be breathing a sigh of relief—or a sigh of agony depending on the size of