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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Recent blogs
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
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
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
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
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
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
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 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
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