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TaxWealth Insights

Financial Health

Are You a Savvy Taxpayer or a Plucked Goose?

Tax season for most CPAs begins in January and ends April 15th. Businesses and individuals have received most of their…

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Financial Health

Crime Does Not Pay – Save on Taxes the Legal…

It distresses me to see a continuing stream of headlines in the financial media about tax cheats. Just recently two…

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Financial Health

Cost Segregation: A Highly Valuable Tax-Saving Tool

Cost segregation is a tax-saving tactic that segments certain components of improved property you own by “class” or type of…

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Financial Health

Businessman Sells Company – Keeps Taxes in His Pocket for…

Family-owned businesses are a cherished American ideal, but it takes a commitment from multiple generations to keep such enterprises going.

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Financial Health

Strategic vs. Tactical Tax Planning

If you search online for “tax planning” advice, you get a lot of information on the tactical management of tax…

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Estate Planning

IRS Seeks to Limit Minority-Interest Estate Tax Moves

For years the IRS has been asking Congress to close a number of loopholes in tax law through which savvy…

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Financial Health

Tax Strategies for the Super-Rich Can Also Apply to the…

An article appeared in the New York Times about how the “super-rich” use their money and influence to appropriately…

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Financial Health

Real Estate Developer-to-Investor Status Switch Didn’t Fly with IRS

Developing an action plan to maximize the profit you keep in your pocket in anticipation of a coming tax bill…

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Tax Benefits

Sell Assets – Defer the Taxes

If you own a business, commercial or other investment property, a high-end residence or other capital asset that you want…

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Financial Health

IRS Audits vs. Tax Planning – Tax Planning Offers You…

Did you know that statistics can offer some very interesting insights about probabilities?  Take, for example, the probability of you…

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