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
Category: Individual Strategies
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Every Entity Type Comes with Pros and Cons
Which business structure comes with the lowest tax bill? Taxpayers may think they know the answer, especially if they’ve read
Tax Planners Just Look At Taxes Differently
As a tax planner, do you think of the 1040 Form as your go-to diagnostic tool? The trained eye of
Part 2: What’s New Under the OBBBA? Tax Law Changes for 2026
Part 2: Business Tax Provisions 2025 may have been the year that the “One Big Beautiful Bill Act” (OBBBA) was
Part 1: What’s New Under the OBBBA? Tax Law Changes for 2026
Part 1: Individual Tax Provisions The “One Big Beautiful Bill Act” (OBBBA) was signed into law on July 4, 2025—but
Using Artificial Intelligence in Your Tax Practice: Applying A.I. to Tax Research
Love it or hate it, artificial intelligence seems to be here to stay. In a profession like tax planning where
What Accounting Method Should I Use for My Real Estate Holdings? A Surprising Tax Strategy
When it comes to maximizing your real estate investments, forming a clear tax strategy is a key step. For many
Accounting Methods for Real Estate Holdings: An Advanced Tax Strategy
As a tax professional, real investors may come to you looking for ways to mitigate taxes. They may even be
What Entity Should I Use for Real Estate Holdings? LLCs vs LPs
For real estate investors, placing your property into a business entity can serve as a great tax savings strategy. This
Entity Choices for Real Estate Holdings: LLCs and LPs
Real estate can be a lucrative investment—especially if the owners do advance planning to maximize tax savings. As a tax
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