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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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
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