Part 3: Tax Planning for the OBBB: How the New Tax Act Can Benefit Individuals
Headlines announcing the details of the “One Big Beautiful Bill” (OBBB) have started to subside. Whether it’s news fatigue or
Category: Individual Strategies
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Investing in the Home Team: How NIL Collectives Can Maximize Tax Savings
Sports fans know that team loyalties run deep. Committed supporters of college and even high school sports teams now have
Tax Planning for Student Athletes: Working with NIL Collectives
When you think of up-and-coming business opportunities, you likely don’t think of student athletes. As a result of recent court
Tax Planning for Student Athletes: Entity Selection as a Tax Strategy
In recent years, college athletes at NCAA Division I schools are faced with a new opportunity: turning their burgeoning sports
Investing in the Home Team: How Tax Planning Can Help Student Athletes
Most student athletes dream of taking home the championship trophy or being drafted onto a professional team. Whether or not
How to Spot a Tax Scam: Tax Avoidance vs. Tax Evasion
Tax avoidance versus tax evasion: can you name the difference? The distinction is absolutely essential and can mean the difference
Tax Avoidance vs. Tax Evasion: How to Evaluate the Legitimacy of a Tax Strategy
Have you ever had a client bring you a tax strategy that sounded too good to be true? Even if
The Qualified Plan Tax-Free Triple Play: Maximizing Health Care Savings with 401(h) Plans
Medical expenses can become a financial burden the further along you get in years. AARP estimates that if you are
Understanding the World of Health Care Reimbursements: The Tax Benefits of HRAs
Rising health care costs are becoming a financial obstacle for many retirees. The Fidelity Retiree Health Care Cost Estimate found
IRS Audits 101: Could it Happen to You and How to Prepare
An IRS audit can happen to anyone—but this is not an invitation to panic. With enough advance preparation, you can
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