Tax Planning for Retirement Income: Strategies for Generating Cash
As people plan for retirement, they rarely take into consideration the tax implications. What taxpayers may not realize is that
Category: Individual Strategies
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Recent blogs
Hidden Gems of the Tax World: Employer-Provided Retirement Plan and Childcare Tax Credits
Most taxpayers would say they want to take every legally permissible step to lower their tax bill. Yet each year
Hidden Gems of the Tax World: Reviewing Tax Credit Basics with Your Clients
Every year countless taxpayers overlook money-saving opportunities in the form of tax credits. This provides tax professionals with an opportunity
Changes in Tax Law: Exchanging Your Conservation Easement Strategy for a Fee Simple
For the investment-focused landowner, conservation easements have served as a means to a substantial tax break. A conservation easement is
Changes in Tax Law: The End of the Road for Conservation Easements
Navigating the Tax Code can be like trying to follow a map where the lines are constantly shifting. Every month,
Qualifying for the Employee Retention Credit: Three Tests to Earn the ERC
As we mentioned in our last blog, small business owners can see major benefits from the Employee Retention Credit with
Qualifying for the Employee Retention Credit: Who is an Eligible Employer
Taxpayers have been pummeled by the same eye-catching ads all tax season: “Get $26,000 per employee through the Employee Retention
Tax Strategies for Investments: Securing the 0% Capital Gains Tax Rate
First-time investors may spend a great deal of time and effort researching the best possible investment opportunities—but fail to take
Tax Strategies for Investments: Making Use of Loss Harvesting and Loss Carryovers
Profiting from investments and reducing tax liability may seem like competing goals, but both can be accomplished with a little
Tax Strategies for Investments: Controlling Timing for Capital Gains
Long-term investment success is about more than the initial investment decision. As tax professionals know, timing can have a dramatic
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