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
Category: Individual Strategies
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5 Critical Questions to Ask Your Accountant About Tax Planning BEFORE Tax Season
Do you feel that you pay too much in tax? You’re not alone. The General Accounting Office estimates that Americans
How to Be Tax-Efficient with Your Retirement Income: The Bucket Strategy
Planning for retirement also means planning for retirement income taxes. Creating a tax plan for retirement will ultimately allow you
How to Be Tax-Efficient with Your Retirement Income: Plans for Generating Cash
As people explore their options for retirement income, they don’t always take into consideration the tax implications. The percentage of
Tax Credits 102: Exploring Employer-Provided Retirement Plan and Childcare Credits
What would you do for a lower tax bill? The good news is that you may not have to do
Tax Credits 101: Finding the Hidden Treasure Chest of Tax Savings
“Don’t leave money on the table.” That could be an axiom for taxpayers everywhere. Yet every year countless taxpayers overlook
Tax Strategies for Landowners: Taking Advantage of the Fee Simple
For landowners and investors alike, conservation easements have been a way to contribute to future generations and get a substantial
Tax Strategies for Landowners: What’s the Deal with Conservation Easements?
The world of tax law has a reputation for being complicated. This is certainly true, not only because the Tax
Unpacking the Tax Credit Hype: Passing the Tests for the Employee Retention Credit
Step one on the journey to claiming the Employee Retention Credit is to steer clear of the “ERC mills” blasting
Unpacking the Tax Credit Hype: Which Employers Qualify for the Employee Retention Credit?
“Get $26,000 per employee through the Employee Retention Credit!” Messages like this have been popping up across social media, radio
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