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9 tax tips that could save you money now
Consider these ideas that could potentially reduce your tax bill this year or moving forward AMONG THE KEY TAX TOPICS: A primary...
Management Team
Jan 13, 20238 min read
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What Is the Net Investment Income Tax?
Kevin Mercadante Updated January 9, 2023 If you earn over $200,000 per year, you may be subject to the net investment income tax (NIIT),...
Management Team
Jan 9, 20235 min read
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National taxpayer advocate: IRS in better shape now than a year ago
By Martha Waggoner The IRS will begin the 2023 filing season in much better shape than it was a year ago, with a greatly reduced backlog,...
Management Team
Jan 4, 20233 min read
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9 Tax Secrets of the Rich,They Don’t Teach You Anywhere
Jim Wang Updated October 6, 2022 When people talk about tax loopholes and other shenanigans, it’s usually very small or illegal. We don’t...
Management Team
Dec 17, 202210 min read
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How Can I Borrow Money From My Life Insurance Policy?
Casey Bond Contributor Life insurance is an important tool that helps you protect your loved ones from financial distress if you die....
Management Team
Dec 9, 20226 min read
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Write off your Luxury Vehicle!
How The U.S Govt Helps You Write-off A Mercedes-Benz G-Wagon As A Tax Deductible What if you can hack your way into G-Wagon ownership?...
Management Team
Dec 8, 20223 min read
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The fintech reckoning is upon us. Here’s what to expect next year!
Top-tier startups that have three to four years of funding can ride out the storm, according to Point72 Ventures partner Pete Casella....
Management Team
Nov 25, 20222 min read
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Research & Development Tax Credit
More businesses than ever before may be eligible for the research and development (R&D) tax credit. Certified public accountants (CPAs)...
Management Team
Oct 1, 20228 min read
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September is National Preparedness Month; IRS urges everyone to update and secure their records to
IR-2022-156, August 29, 2022 WASHINGTON — September is National Preparedness Month. With the height of hurricane season fast approaching...
Management Team
Aug 29, 20223 min read
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Taxpayer Bill of Rights
Each and every taxpayer has a set of fundamental rights they should be aware of when dealing with the IRS. Explore your rights and our...
Management Team
Aug 25, 20223 min read
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Clean Vehicle Credit: Plug-In Electric Drive Vehicle Credit (IRC 30D)
Updated information for consumers as of August 16, 2022 New Final Assembly Requirement If you are interested in claiming the tax credit...
Management Team
Aug 24, 20224 min read
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How to Make Money by Paying Your Kids
by Julian Block As you help clients fill out their 1040 form, you're always looking for additional write-offs they can take advantage of....
Management Team
Aug 10, 20224 min read
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Is My Pet a Tax Write Off?
All You Need to Know about Service Dogs and Taxes If you have a physical or mental impairment or disability that requires the assistance...
Management Team
Jul 13, 20222 min read
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The gift tax "exclusion"
The Estate Tax and Lifetime Gifting March 13, 2022 Hayden Adams If you have a large estate, consider gifting during your lifetime as a...
Management Team
Mar 13, 20226 min read
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