The Best Audit Defense? Good Documentation
Just the mention of the word “audit” can strike fear into a taxpayer’s heart—but with enough preparation, an audit does
Category: Individual Strategies
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Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit
Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and
Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference
Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax
The (Potential) Tax Benefits of Establishing a Family Office
Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
What is a Family Office? The Pros and Cons
If you own a business, especially if that business has been successful and you intend to pass down ownership of
Should Tax Planners Work with Family Offices? How Family Offices Work
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
So Your Property Tax Bill is Astronomical? Consider Appealing Your Assessment
Want information on commercial property assessment appeals instead? Read here. As property tax rates spike to the highest numbers we’ve seen
Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
So Your Property Tax Bill is Astronomical? Could Your Home Be Over-Assessed?
Getting hit with the highest property tax bills you’ve seen in years? You’re not alone. Homeowners across the country have
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