Part 1: Tax Planning for the OBBB: How the New Tax Act Can Benefit Business Owners
After months of waiting, clarity is finally coming. The tax and spending package unofficially known as the “One Big Beautiful
Category: B2B
Categories
Recent blogs
Salary vs Distribution: How Should You Pay Yourself?
By Paul Hamann, Founder & President, RC Reports If you own and work within your S-Corp, you’re often faced with some serious
The Tax Advantages Most Small Business Owners Miss
By Jason Ackerman, CPA, CFP®, CGMA and Co-Founder of Wealth Rabbit Taxes can feel overwhelming, especially for small business owners—but they
Part 4: Tax Planning for Real Estate Investors: Applying the “Carried Interest” Strategy to Partnerships
Budding real estate investors may not realize that their tax bill could be dramatically impacted by their decision on how
Part 3: Tax Planning for Real Estate Investors: Understanding Depreciation and Recapture
When working with clients on real estate investments, you will need to prepare them for a higher level of tax
Part 2: Tax Planning for Real Estate Investors: When to recommend a REIT
Working with clients who are getting into real estate investing can be an optimal situation for you both. These clients
Part 1: Tax Planning for Real Estate Investors: Choosing the Right Structure
For tax planners, taxpayers venturing into the world of investment can make great clients. Investing can be lucrative but also
5 Reasons To Avoid An Earnout When Selling Your Accounting Practice
By Brannon Poe, Founder of Poe Group AdvisorsA version of this article first appeared in The Journal of Accountancy’s CPA
Navigating Tax Reform: The Three Statements that Will Help You Sell Tax Plans This Year
Each new day brings a new headline about upcoming changes to tax law. As Congress weighs major decisions on the
Navigating Tax Reform: Keeping up with Shifting Tax Laws and Tariffs
2025 has been a rollercoaster ride on many fronts, including in the tax world. Today’s news headlines are filled with
Categories
Add Tax Planning to your practice!
Find out how to bring this high value service to your clients, and finally get paid what you're worth.
Watch our free webinar
6 specific strategies that improve your bottom line
over 100%