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
Category: Individual Strategies
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Recent blogs
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
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
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
Tis the Season!
Written by Jason Pueschel Alternative Tax Management, LLC As we roll towards another December 31st , with Thanksgiving behind us, stockings hung
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?
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 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
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