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
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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
Riding the Tax Reform Rollercoaster: Best Practices for Forming a Tax Plan in 2025
Will they or won’t they? That’s the question on everyone’s mind: will Congress renew the expiring provisions from the Tax
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
Riding the Tax Reform Rollercoaster: Keeping Up with New Tax Laws and Tariffs
2025 has already been a year of tumult for small business owners and taxpayers in general. News headlines seem to
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
Investing in the Home Team: How NIL Collectives Can Maximize Tax Savings
Sports fans know that team loyalties run deep. Committed supporters of college and even high school sports teams now have
Tax Planning for Student Athletes: Working with NIL Collectives
When you think of up-and-coming business opportunities, you likely don’t think of student athletes. As a result of recent court
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