
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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How Exporting Goods Can Lead to Tax Savings: Discovering the IC-DISC
If your company sells goods made in the U.S. to foreign countries, you will want to familiarize yourself with this tax incentive: the interest charge

Qualified Opportunity Funds – A Once in a Generation Tax Incentive to Grow Wealth
Sometimes we don’t recognize a good thing until it is gone. For most, that is turning out to be the case with Qualified Opportunity Funds

Making the Most of Business Partnerships: How to Qualify for Special Tax Allocations
One of the hidden benefits of setting up your business as a partnership is the ability to use special tax allocations. Because a partnership is

Making the Most of Business Partnerships: How to Use Special Tax Allocations
Many entrepreneurs shy away from choosing a partnership as their entity type. A partnership is simply a formal agreement between two or more parties to

5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season
Why do so many pay more than they have to? Some obvious reasons are mistakes or oversights on their tax returns. But another problem is

How to Be Tax-Efficient with Your Retirement Income: The Bucket Strategy
Planning for retirement also means planning for retirement income taxes. Creating a tax plan for retirement will ultimately allow you to spend less money on

How to Be Tax-Efficient with Your Retirement Income: Plans for Generating Cash
As people explore their options for retirement income, they don’t always take into consideration the tax implications. The percentage of your retirement income that gets

Tax Credits 102: Exploring Employer-Provided Retirement Plan and Childcare Credits
What would you do for a lower tax bill? The good news is that you may not have to do much. One of the most

Tax Credits 101: Finding the Hidden Treasure Chest of Tax Savings
“Don’t leave money on the table.” That could be an axiom for taxpayers everywhere. Yet every year countless taxpayers overlook money-saving opportunities in the form

Tax Strategies for Landowners: Taking Advantage of the Fee Simple
For landowners and investors alike, conservation easements have been a way to contribute to future generations and get a substantial tax break in the process.
