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IRS tax planning
In December, The New York Times published an eye-opening investigation into the estate planning strategies used by Nvidia CEO Jensen Huang to protect his wealth
February 19, 2025
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Category: Tax-Efficient Investments
Business Tax Benefits
As we head into 2025, one topic gaining significant bipartisan support is the restoration of the immediate expensing for research and development (R&D) costs. For
December 9, 2024
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Tax-Efficient Investments
As a tax pro, you know your clients are always looking for ways to save more money. While financial advisors often focus on growing wealth,
December 6, 2024
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Business Tax Incentives
When you’re a business owner, taking money out of your company is necessary for personal needs and financial planning. However, how you structure these transactions
December 4, 2024
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Business Tax Benefits
As a business owner, understanding the tax implications of capital gains and losses can have a profound impact on your overall financial strategy. Whether you’re
December 3, 2024
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Business Tax Benefits
As a high-income business owner, you are likely familiar with the benefits and pitfalls of the tax system, but 2024 brings several updates that could
October 28, 2024
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IRS tax planning
Every business owner understands the importance of having the right insurance coverage. From fire and flood damage to business interruption policies, ensuring your business is
October 24, 2024
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Small Business Tax Help
As the year draws to a close, now is the perfect time to consider year-end tax planning strategies. Tax laws for businesses continue to evolve,
October 22, 2024
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Capital Gains Taxes
Selling real estate can be a complex process, especially if you’re looking to structure the sale in a way that benefits both you and the
October 18, 2024
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Charitable Deductions
As a business owner, you’re likely always on the lookout for smart strategies to reduce your tax liability while supporting causes you care about. Charitable
September 17, 2024
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