
Part 3: Tax Planning for Real Estate Investors: Understanding Depreciation and Recapture
When working with clients on real estate investments, you will need to prepare them for a higher level of tax complexity. This might mean encouraging
Categories
Recent blogs

Have You Built a Business or a Job?
Content based on Get Paid What You’re Worth – Using Tax Planning to Get Paid for Your Expertise by Dominique Molina You started your tax

C Corporation Hot Spots: Shareholder Loans as a Tax Strategy
A Tale as Old as Tax Evasion If you’ve worked in the tax world for long, you may be familiar with this chain of events:

C Corporation Hot Spots: Tax Planning for Asset Contributions
Angling for the Best Tax Rates C corporations are not known for being tax-advantaged. However, the reality is that any entity type comes with pros

Tax Planning Is More About Judgment Than Tactics
Many folks, when starting to evaluate the American Institute of Certified Tax Planner’s program, ask us about our list of tactics, as if the tax

10 Fall Strategies to Strengthen Your Business
Cooler evenings, changing leaves and pumpkin-spice everything can only mean one thing: fall is coming! For business owners and tax professionals, fall is also the

Six Ways to Get Clients to Respond Faster
You know the drill. The Sept. 15th deadline is approaching, and there’s just one thing missing. You email the client. Then you send another reminder.

Don’t Get Sneaky With C Corps
How do you get around the problem of double taxation? This is the big question to solve for any client with a C corporation. Unfortunately,

Is There a Good Reason to Choose a C Corp?
The common perception is that C corporations are the worst option when it comes to keeping taxes low. The most-cited reason? Double taxation. C corporation

Partnership Hot Spots: Weighing the Tax Disadvantages
Look at the Downsides Left to their own devices, some business owners would choose an entity type that is rumored to have tax advantages, cross

Partnership Hot Spots: Leaning into the Tax Advantages
The Unexamined Entity It’s a commonly-told story among tax planners: A client forms a business without deeply examining which entity type is actually the best
