Tax Planning for Retirement Plans: Roth IRAs and the Five-Year Rule
Roth IRAs have become a popular option for flexible retirement planning. A benefit to this type of retirement account is
Category: Business Strategies
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Tax Planning for Retirement Plans: Understanding the Main Types of Retirement Accounts
Understanding the benefits and drawbacks of different retirement plans is crucial to long-term tax planning. Most retirement plan investment earnings
Tax Planning for Retirement Plans: Weighing the Tax Consequences for Early Withdrawals
When the need for emergency funds arises, many taxpayers may be tempted to turn to their retirement accounts. However, if
Tax Planning for Business Deals: What to Consider When Representing the Seller of an S Corporation
As a tax advisor, you will need to employ different strategies when you are representing a buyer vs. seller in
Tax Planning for Business Deals: What to Consider When Representing the Buyer
As a tax advisor, you will need to employ different strategies when you are representing a buyer vs. seller in
Representing the Buyer vs the Seller: Tax Planning for Business Deals
Tax planners need to employ different strategies depending on whether they’re representing the buyer or the seller in the sale
Tax Planning for a Business Sale: Factoring in Goodwill
The term “goodwill” might initially bring to mind donating items to charity or even Christmas carols. However, in the world
Tax Basis for Inherited or Gifted Property: Implications for S Corporations and Partnerships
In a previous blog, we discussed tax basis—the amount that a taxpayer has invested in business assets, which determines the
Debt Recourse and Tax Deductions for Partnerships and S Corporations
In a previous blog, we discussed how a shareholder in an S corporation or a partner in a partnership needs
Overcoming Limits to Tax Deductions for S Corporation or Partnership Losses
Understanding tax basis is key to maximizing tax deductions, especially for shareholders or partners involved in an S corporation or
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