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Tax Planning

Financial Health

What corporate tax departments can expect from Biden’s tax policies…

As U.S. National Tax Department Leader at Ernst & Young, Michael Mundaca has an insider’s perspective on the path ahead for tax agenda…

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Financial Health

Be Ready for Big Changes: 2021 Tax Planning

Some fear that these tax increases will be retroactive to January 1, 2021, which is certainly possible.

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Financial Health

What Changes You Could See Under Biden’s Tax Plans

You may be wondering how potential tax changes might affect you as we enter the new year. Here are some…

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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

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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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

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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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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Tax Benefits

Asking for a Second Opinion Unlocks Great Tax Benefits

Our U.S. Tax Code is complex and multi-layered, with federal, state and local statutes competing to take their share of…

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Financial Health

Texas Apartment Owner Sells – Defers Taxes Due Without 1031…

The tax deferral method most investment property owners use is the 1031 exchange. This IRS code tool encourages more active management…

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