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
Category: Individual Strategies
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Recent blogs
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
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
How Can Income Shifting Help Lower Your Taxes?
If step one in the tax planning process is formulating a tax strategy, step two is often overlooked but equally
Creating a New Business Entity Could Lower Your Taxes… But How Do You Do That?
When you work with a tax planner to create a proactive tax strategy, deciding on your strategy is just the
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
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
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