Tax Planning vs. Financial Planning: Why You Need to Understand the Difference
Many business owners assume tax planning is something to think about later – often lumped together with retirement or viewed as a byproduct of financial
Categories
Recent blogs
Changes in Tax Law: Exchanging Your Conservation Easement Strategy for a Fee Simple
For the investment-focused landowner, conservation easements have served as a means to a substantial tax break. A conservation easement is when a landowner agrees to
Changes in Tax Law: The End of the Road for Conservation Easements
Navigating the Tax Code can be like trying to follow a map where the lines are constantly shifting. Every month, it seems like new guidance
Qualifying for the Employee Retention Credit: Three Tests to Earn the ERC
As we mentioned in our last blog, small business owners can see major benefits from the Employee Retention Credit with a little expert guidance. Unfortunately,
Qualifying for the Employee Retention Credit: Who is an Eligible Employer
Taxpayers have been pummeled by the same eye-catching ads all tax season: “Get $26,000 per employee through the Employee Retention Credit!” Messages like this have
Tax Strategies for Investments: Securing the 0% Capital Gains Tax Rate
First-time investors may spend a great deal of time and effort researching the best possible investment opportunities—but fail to take into consideration the tax consequences.
Tax Strategies for Investments: Making Use of Loss Harvesting and Loss Carryovers
Profiting from investments and reducing tax liability may seem like competing goals, but both can be accomplished with a little proactive tax planning. In the
Tax Strategies for Investments: Controlling Timing for Capital Gains
Long-term investment success is about more than the initial investment decision. As tax professionals know, timing can have a dramatic impact on the tax consequences
Section 174 and R&E – Uncertainty and Questions
By Kevin Zolriasatain, Principal of KBKG Many businesses, small and large, rely on research and development to improve their offerings, compete with international markets, and
Oil and Gas: Where is the opportunity?
By Chase Ravsten, Vice President of Vistia Capital Investing in oil and gas can offer potential advantages: Oil and gas are still a staple of
Tax Deductions for Business Vehicles: Using Standard Mileage vs Actual Expenses
New business owners may be excited to learn that the IRS also allows them to deduct their annual business mileage as a business expense. However,