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The IRS Dirty Dozen List: BEWARE

Before you invest your hard-earned money in these or other highly promoted tax schemes, you should check the IRS Dirty Dozen list.

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Navigating HCSMs

As we continuously seek the best health care solutions for our clients, I want to introduce you to an alternative that may align with your financial g...

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How to Defeat the Net Investment Income Tax (NIIT)

Here is some important information regarding the net investment income tax (NIIT), which may be relevant to your financial situation.

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End-of-Year Tax Strategies to Help Your Stock Portfolio

The tax code contains the basic rules for this game, and once you know the rules, you can apply the correct strategies.

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Medical Plan Strategies to End 2023

Small business owners need to have a beneficial medical plan Strategy to End 2023...

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End of Year Vehicle Purchases to Help Save on Taxes

Do you need more 2022 tax deductions? If the answer is yes, continue reading...

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The Augusta Rule?

The Augusta rule gets its name from the Masters Golf Tournament, You don’t have to live in Augusta to benefit from this rule...

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Don't be Afraid of Legitimate ERC Claims

The IRS is against improper employee retention credit claims. Read about four recent actions taken against the IRS...

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Want to Leave the U.S.? Beware of These Taxes

If you have assets you need to look into the expatriate tax before you think about laving the country...

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Important Information on Depreciation from Beginning to Middle to End

Depreciation can be a tricky concept for many people. Many tax payers struggle to understand when it truly begins. This is crucial for understanding t...

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Is Holding Real Property in a Corporation a Good or Bad Idea?

As the real estate market has cooled off in many parts of the country, investing in property may seem wise in the long run. But taxes can be a signifi...

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Section 1031: Don't Miss This Depreciation Election

As you likely remember, the Section 1031 exchange allows you to sell a piece of appreciated real estate and defer all the taxes as long as you invest...

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Tractors, Antiques or Not, Are Deductible

I have to share the highlights of this tax case with you.

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Build Net Worth by Using Depreciable Antiques in Your Business

I hope this letter finds you well. Today, I would like to introduce a new business strategy that can help you build net worth by using depreciable ant...

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IRS Proposes Tax Deductions for Health Care Sharing Ministries

I wanted to provide an update on the status of the proposed regulations from the IRS regarding tax deductions for payments made to health care sharing...

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