Hitting the Limit on State and Local Tax Deductions? Consider These Three Workarounds
Among its many changes, the Tax Cuts and Jobs Act of 2018 introduced a new limitation on state and local
Category: Individual Strategies
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The Four Types of 1031 Real Property Exchanges: How to Make This Tax Deferral Strategy Work for You
Real estate can be a profitable investment, but once the investor is ready to sell, they also have to be
Parting Ways on Property Investments: How Partnerships Can Leverage the 1031 Exchange
In our last blog, we discussed the benefits of the 1031 exchange. This IRS rule allows property owners to delay
You Can’t Avoid Tax, but You Can Defer It: How Property Owners Can Leverage the 1031 Exchange
If you own a business or investment property, deciding when to sell it can be complicated, in part because of
Ethical Issues in Tax Planning: Conflicts of Interest
What does it look like to operate ethically in the world of tax planning? Fortunately, the Office of Professional Responsibility
Ethical Issues in Tax Planning: Unauthorized Practice of Law and Competence
Behaving ethically should be a personal goal for every tax professional—but it is also required by law. To help guide
Amplifying Your Value to Small Business Tax Clients: Answering FAQs about the New Beneficial Ownership Information Requirement
As 2024 kicks off, so do new legal requirements for small businesses. The Corporate Transparency Act took effect on January
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
FAQs about the New Beneficial Ownership Information Reporting Requirement
The new year means new small business regulations—courtesy of the Corporate Transparency Act. Starting on January 1st, 2024, many small
Are You Ready for the New Beneficial Ownership Information Reporting Requirement?
As the new year begins, small business owners are likely focused on coming out of the gate strong, ready to
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