Without Proactive Tax Planning, How Much Money Will You Miss Out On?
When is the best time to begin thinking about next year’s tax return? Today! Instead, by working with a Certified
Category: Individual Strategies
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Recent blogs
If a Tax Plan Has No One to Implement it, How Can it Save Money?
As tax filing season comes to a close, taxpayers may be breathing a sigh of relief—or a sigh of agony
Making Money from Rental Properties: Tax Planning for Your Real Estate Investments
Once you take the step of converting a residence to a rental property, the tax planning process is far from
Turning Your Residence into Rental Property: Tax Planning for Your Real Estate Investments
Real estate is an attractive investment opportunity, but investors need to be prepared for potential taxes to truly maximize their
How Does the Pass-Through Entity Tax Work?
One of the most controversial measures from the Tax Cuts and Jobs Acts (TCJA) of 2018 was the new limitation
Hitting the Limit on State and Local Tax Deductions? Consider These Three Workarounds
Among its many changes, the Tax Cuts and Jobs Act of 2018 introduced a new limitation on state and local
The Four Types of 1031 Real Property Exchanges: How to Make This Tax Deferral Strategy Work for You
Real estate can be a profitable investment, but once the investor is ready to sell, they also have to be
Parting Ways on Property Investments: How Partnerships Can Leverage the 1031 Exchange
In our last blog, we discussed the benefits of the 1031 exchange. This IRS rule allows property owners to delay
You Can’t Avoid Tax, but You Can Defer It: How Property Owners Can Leverage the 1031 Exchange
If you own a business or investment property, deciding when to sell it can be complicated, in part because of
Ethical Issues in Tax Planning: Conflicts of Interest
What does it look like to operate ethically in the world of tax planning? Fortunately, the Office of Professional Responsibility
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