Tax Avoidance vs. Tax Evasion: How to Evaluate the Legitimacy of a Tax Strategy
Have you ever had a client bring you a tax strategy that sounded too good to be true? Even if
Category: Individual Strategies
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Recent blogs
The Qualified Plan Tax-Free Triple Play: Maximizing Health Care Savings with 401(h) Plans
Medical expenses can become a financial burden the further along you get in years. AARP estimates that if you are
Understanding the World of Health Care Reimbursements: The Tax Benefits of HRAs
Rising health care costs are becoming a financial obstacle for many retirees. The Fidelity Retiree Health Care Cost Estimate found
IRS Audits 101: Could it Happen to You and How to Prepare
An IRS audit can happen to anyone—but this is not an invitation to panic. With enough advance preparation, you can
The Best Audit Defense? Good Documentation
Just the mention of the word “audit” can strike fear into a taxpayer’s heart—but with enough preparation, an audit does
Help, I’m Being Audited! 3 Reasons You’ll Want a Tax Planner in Your Corner When Facing an Audit
Tax audits are, unfortunately, a possibility that every taxpayer should be prepared for. Even if you’ve crossed your t’s and
Can You Be Confident in Your Tax Planner? 3 Reasons a Tax Plan Warranty Can Make All the Difference
Investing in a tax plan can feel like a risk for taxpayers who are used to filing their own tax
The (Potential) Tax Benefits of Establishing a Family Office
Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the
Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office
Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish
What is a Family Office? The Pros and Cons
If you own a business, especially if that business has been successful and you intend to pass down ownership of
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