
Securing the Section 179D Tax Deduction for Clients with Energy-Efficient Commercial Buildings
By Marlon Stepp, Director, Energy Incentives, LEED GA, CEM of Tri Merit Despite all the gloom and doom predictions for commercial

By Marlon Stepp, Director, Energy Incentives, LEED GA, CEM of Tri Merit Despite all the gloom and doom predictions for commercial

If step one in the tax planning process is formulating a tax strategy, step two is often overlooked but equally

Any sophisticated tax strategy needs at least one thing to be successful: an implementation plan. While you may have a

When you work with a tax planner to create a proactive tax strategy, deciding on your strategy is just the

Formulating a tax strategy is just the first step in moving your clients toward tax savings. The best-laid plan will

When is the best time to begin thinking about next year’s tax return? Today! Instead, by working with a Certified

Tax planning isn’t just about formulating a tax strategy—it also comes down to knowing in advance how you will implement

As tax filing season comes to a close, taxpayers may be breathing a sigh of relief—or a sigh of agony

An experienced tax planner will tell you that you can put together the best techniques, angles, and methods for creating

Once you take the step of converting a residence to a rental property, the tax planning process is far from