How to Protect Your Client’s Retirement
Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many
Category: Loopholes
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Recent blogs
How to Decrease Your Payroll Taxes with a Common Paymaster
Today’s large businesses are often comprised of many different companies such as subsidiaries in various locations. If some employees work
Tax Secrets Most Financial Advisors Forget to Tell Their Clients
If your clients are investing for retirement income, it pays to focus on tax savings to get them there quickly.
Save Tax Dollars through Upstreaming
Upstreaming is a tried and true method of saving on taxes by skillfully moving income from one subsidiary to its
Reassessing Some SALT Deduction Workarounds
In the runup to the 2017 tax reform package, the State And Local Tax deduction “loophole” fell into the crosshairs.
Sole Proprietorships and Corporations: Do Clients Understand the Difference?
Sole Proprietors and Corporations Have you noticed? Small businesses have been populating the business landscape in clusters? They represent all
Brace For the Impact Federal Tax Cap on State and Local Deductions
Will new charitable tax credits being considered by California and other states have any impact on the 2017 federal tax
Famed Hedge Fund Manager Makes History with Billion Dollar Bet
It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime
Section 105 Plan
Section 105 Plan How can you “hire” a spouse in a sole proprietorship without having to pay a wage, and
Using Short Sales/Foreclosures to REDUCE Tax
While we’ve been slaving away over piles of tax returns, the IRS has been feverishly publishing information letters. These letters
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