Navigating the 121 Exclusion: Tax Planning for Real Estate Income
Tax professionals today need to be prepared to incorporate real estate income into their clients’ tax plans. More and more
Category: Individual Strategies
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Recent blogs
The Ins and Outs of Real Estate Income: Tax Planning for Short-Term Rentals
Using real estate as a source of income is only becoming more popular with the advent of sites like Airbnb
A Parent’s Guide to Financial Planning for Higher Education
By Susan Doktor See that cooing, cuddly bundle of baby love you’re rocking in the cradle right now? You’ll be
Personal Goodwill as a Tax Strategy: 3 Requirements for Using Personal Goodwill to Reduce Taxation
Tax planners can provide tremendous value in the sale of a business. Business owners and shareholders may not be aware
Personal Goodwill as a Tax Strategy: 8 Scenarios Where Personal Goodwill can Reduce Taxation
When your client informs you that they intend to sell their business, they may be expecting to simply collect the
TAX PLANNING 101: Busting the Myth that Tax Planning is Only for the Rich! Part 1
By now, everyone has figured out that America’s wealthy and elite are not always avoiding taxes through illegal means. There
TAX PLANNING 101: Ideas for Reducing Taxable Income and Maximizing Tax Credits Part 2
We are continuing to bust the myth that significant tax savings are only applicable to the rich and wealthy. Countless
Business debt restructuring: How to do it with money saved on taxes
It’s common practice for businesses to take on debt, but unforeseen occurrences like a recession or a pandemic might make
How your clients can reduce their children’s taxes and get out of debt with the money saved
Taxes can be stressful. The last thing your clients, who probably wear multiple hats, want to do is send more
How Joint Ventures Can Dramatically Grow Your Tax Planning Business
For tax professionals in particular, one pro tip has the potential to alleviate stress and accelerate your business growth: that
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