As ESG (Environmental, Social, Governance) investing gains popularity, investors often overlook the tax consequences tied to their values-based portfolios. Whether you’re investing in green energy, sustainable agriculture, or corporate...
Buying or selling a business can be one of the most financially significant events in your career. But beyond the valuation and negotiations, the tax implications can dramatically affect...
Filing Taxes in Multiple States If you worked, lived, or earned income in more than one state during the year, filing taxes can get complex. Whether you’re a remote...
Business Taxes Before Year-End Business owners often find themselves racing against the clock at year-end, grappling with mounting tax liabilities that erode profits and constrain growth. Inexperienced tax preparers...
Introduction Business owners and self-employed professionals often grapple with high tax burdens, missing out on significant deductions due to complex tax codes and inexperienced advisors. The Qualified Business Income...
Introduction Dental practice owners operating as S corporations often grapple with the challenge of balancing compensation structures to minimize tax liabilities while complying with IRS mandates on reasonable salary....
Introduction S corporation owners in high-tax states like California and New York often struggle with the federal limitation on state and local tax (SALT) deductions, which can substantially increase...
Introduction Startup founders and investors often face a daunting challenge: navigating the complex tax landscape when selling their business. Inexperienced CPAs or tax preparers may overlook critical provisions, leading...
Introduction With major changes proposed under Trump’s 2025 tax plan, proactive tax planning is more important than ever. From adjusted income tax brackets to expanded credits and deduction caps,...
Introduction One of the most debated parts of the U.S. tax code is the SALT deduction the ability to deduct state and local taxes (SALT) on your federal tax...