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
Category: Individual Strategies
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Recent blogs
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
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
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