Part 2: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes
More than half of Americans have a traditional retirement plan like a 401(k) or IRA. For many, these can be
Category: Blog
Categories
Recent blogs
Part 2: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“Is your retirement plan setting you up for a catastrophic tax event?” This may sound like a dramatic question, but
Part 1: What’s the Alternative? Unusual Retirement Strategies That Can Save You on Taxes
Are all of your retirement “eggs” in one “savings basket”? If you’re part of the 59% of Americans who have a
Part 1: Tax-Advantaged Alternative Retirement Strategies That Will Surprise Your Clients
“What if traditional retirement savings plans are actually getting in the way of your retirement freedom?” Bold questions like these
There’s a New Set of SALT Rules in Town: How to Avoid a Tax Increase
How does the “One Big Beautiful Bill” Act (OBBBA) impact you? That’s the question on the minds of many taxpayers—and
Will the New SALT Rules Mean a Tax Increase? Avoid the Tax Cliff Using Income Timing
Even before the “One Big Beautiful Bill” Act (OBBBA) started making headlines, taxpayers and lawmakers were debating what to do
Part 3: There’s a New Tax Act in Town: Doubling Down on Deductions
Now that the dust has begun to settle and Americans are wrapping their minds around the many details of the
Part 3: Tax Planning for the OBBB: How the New Tax Act Can Benefit Individuals
Headlines announcing the details of the “One Big Beautiful Bill” (OBBB) have started to subside. Whether it’s news fatigue or
How Do Accountants Charge Upfront for Their Services?
By Michelle Weinstein, Founder of The Abundant Accountant Have you ever wondered…How do accountants charge upfront for their services when
Part 2: There’s a New Tax Act in Town: Benefits for Businesses
It’s official: The new tax package referred to as the “One Big Beautiful Bill” (OBBB) has been signed into law,
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%