Tax Strategies for Selling an S Corporation: Failing the §302 Stock Sale Tests
As a tax planner, when a client approaches you about selling their S corporation, one of the first questions to
Category: Individual Strategies
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Tax Strategies for Selling an S Corporation: Planning for an Asset Sale
Even if you have never assisted a client with the sale of a business, as a tax planner you have
Ethical Considerations for Tax Professionals: Standards and Penalties for Tax Positions
When tax professionals prepare a tax return, they are typically aiming for the return to be correct “beyond a reasonable
Ethical Considerations for Tax Professionals: Determining Fees
Every tax professional needs to be conscious of how to manage their practice ethically. An important resource in this matter
Tax Planning Versus Preparation – What is the Difference? – Part 2
By Dominique Molina, CPA MST CTS Tax planning is making shifts in a taxpayer’s financial and business situation, to minimize
Tax Planning Versus Preparation – What is the Difference? – Part 1
By Dominique Molina, CPA MST CTS Visit social media or google these days and you’ll most likely see advertisements for
Real Property Tax Basics
Property tax is one of our country’s oldest taxes; it was even established prior to federal income tax. As far
Forgivable Expenses
Good news on forgivable expenses! There is a lot more that is eligible for forgiveness, and not just for new
Life Insurance Policy Loan: A Tax Nightmare
Bruce Brown fell into the life insurance policy loan trap. Brown, a commercial litigation attorney, purchased a life insurance policy
Tax Free Growth with a Roth IRA
Roth IRAs are owned by 19 percent of all U.S. households. If you are younger than age 50, you can
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