
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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Recent blogs

Parting Ways on Property Investments: How Partnerships Can Leverage the 1031 Exchange
In our last blog, we discussed the benefits of the 1031 exchange. This IRS rule allows property owners to delay paying capital gains taxes if

You Can’t Avoid Tax, but You Can Defer It: How Property Owners Can Leverage the 1031 Exchange
If you own a business or investment property, deciding when to sell it can be complicated, in part because of the hefty taxes you will

FAQs about the New Beneficial Ownership Information Reporting Requirement
The new year means new small business regulations—courtesy of the Corporate Transparency Act. Starting on January 1st, 2024, many small businesses now need to submit

Are You Ready for the New Beneficial Ownership Information Reporting Requirement?
As the new year begins, small business owners are likely focused on coming out of the gate strong, ready to tackle new revenue goals or

How Exporting Goods Can Lead to Tax Savings: Setting Up an IC-DISC
Are you an exporter? If any of the products that you manufacture, produce, grow, or extract in the U.S. are sold in other countries, you

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
