Part 3: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“When a client comes to you for help maximizing their retirement savings and minimizing taxes, what is your first move?
Category: Individual Strategies
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Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“Is your retirement plan setting you up for a catastrophic tax event?” This may sound like a dramatic question, but
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these
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
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
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