Are you Facing a Large Capital Gain? Consider Opportunity Zones
Are you concerned about being stuck with large capital gain this year? What if there was a way to avoid
Category: Individual Strategies
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Real Estate Tax Savings: The 121 Exclusion—How to Qualify (Even if You are an Exception to the Rule)
More and more Americans are starting to use real estate as a primary or secondary income source. From renting out
Real Estate Tax Savings: Using a Property for Short-Term Rentals
Looking to invest in real estate? The many tax loopholes available can make this an attractive source of income—but first-time
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
Three Requirements for Using Personal Goodwill to Reduce Taxes
What does personal goodwill have to do with the sale of a business? Business owners looking to maximize their profits
Eight Tax-Saving Ways to use Personal Goodwill
Selling your business may not be as profitable as you expect, especially if you have not taken the tax consequences
Five Tips to Avoiding the Tax Hazards of Renting to Relatives
If you have more than one home, renting one to a relative may appear at first glance to be a
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
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
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
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