Amplifying Your Value to Small Business Tax Clients: Advising on the New Beneficial Ownership Information Requirement
In the rush to finish last year strong, small business owners may now find themselves caught off guard by the
Category: Individual Strategies
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Recent blogs
Qualified Opportunity Funds – A Once in a Generation Tax Incentive to Grow Wealth
Sometimes we don’t recognize a good thing until it is gone. For most, that is turning out to be the
Tax Planning for Retirement Income: Implementing the Bucket Strategy
As you begin working with taxpayers to plan out their cash flow for retirement, you will want to advise them
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
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
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