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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Category: Individual Strategies
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Should Tax Planners Work with Family Offices? How Family Offices Work
In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend
So Your Property Tax Bill is Astronomical? Consider Appealing Your Assessment
Want information on commercial property assessment appeals instead? Read here. As property tax rates spike to the highest numbers we’ve seen
Helping Homeowners Lower Their Property Tax Bills: How to Appeal an Assessment
Want information on commercial property assessment appeals instead? Read here. This tax season marks the highest property tax rates the
So Your Property Tax Bill is Astronomical? Could Your Home Be Over-Assessed?
Getting hit with the highest property tax bills you’ve seen in years? You’re not alone. Homeowners across the country have
Helping Homeowners Lower Their Property Tax Bills: Look for Signs of an Over-Assessment
News headlines are making it clear that homeowners across the country are experiencing similar pains—a dramatic rise in their latest
How Can Income Shifting Help Lower Your Taxes?
If step one in the tax planning process is formulating a tax strategy, step two is often overlooked but equally
Creating a New Business Entity Could Lower Your Taxes… But How Do You Do That?
When you work with a tax planner to create a proactive tax strategy, deciding on your strategy is just the
Without Proactive Tax Planning, How Much Money Will You Miss Out On?
When is the best time to begin thinking about next year’s tax return? Today! Instead, by working with a Certified
If a Tax Plan Has No One to Implement it, How Can it Save Money?
As tax filing season comes to a close, taxpayers may be breathing a sigh of relief—or a sigh of agony
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