Tax Strategy: Use Rental Losses to Offset Earned Income
Tax Strategy: Use Rental Losses to Offset Earned Income   The world of real estate investing offers more than just monthly cash flow and potential appreciation—it also holds powerful, often misunder...
Tax Strategy: Income Shifting
A Business Owner's Guide to Hiring Family Members   As a business owner, you're always looking for ways to maximize profits and minimize costs. One of the most powerful—and often misunderstood—tools...
Tax Strategy: Contribute to Retirement Plans and HSA Account
The Ultimate Tax-Saving Trifecta: How to Use Your 401(k), IRA, and HSA to Pay Less in Taxes   Let's face it: no one enjoys paying taxes. But what if you could take control of your tax bill long befo...
Tax Strategy: Review Business Structure
When you first started your business, you probably chose the simplest structure: a sole proprietorship or a partnership. But as your company grows and profits increase, that initial choice could be co...
Tax Strategy: Change Tax Domicile
Is Your Address Costing You Money? The Tax Savings of Changing Your Domicile   Thinking about a new place to live? Whether you're planning for retirement, a new job, or just a fresh start, your deci...
Tax Strategy: Cash Balance Plan
The Secret to Saving a Fortune on Taxes and Supercharging Your Retirement   As a business owner, you're constantly looking for ways to grow your company and your personal wealth. You've likely set u...
Tax Strategy: R&D Tax Credits
R&D Tax Credits: Your Untapped Resource for Business Growth   As a CPA, I’ve seen firsthand how a single, underutilized tax provision can transform a business. While many companies focus on standard...