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…
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…
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…
How Will Federal Reserve Rate Changes Impact Tax Planning?
The Federal Reserve, after months of telegraphing its move, raised its key interest rate targets by a quarter of one…
Act Like a Big Business – Use Proactive Tax Planning
While you may think tax planning is a quiet avocation done quietly behind the scenes, the discipline has actually been…
December Tax Planning: Expenses Up, Revenue Back? Not Always.
For business and property owners, though, it should also be the time to look into the next fiscal year and…
Three Questions to Ask Your Tax Planner in Early December
The tax code makes some very complex distinctions between expenditures, and by doing the homework about which tax regulations apply…
Giving Thanks for Tax Benefits
Is there any part of the tax code that allows tax deferral without having to reinvest the sale proceeds in…
Tax Planning: A Definition
Tax planning is the work that you do to arrange your personal and professional activities and assets in ways that…
Apply 20/20 Hindsight Profitably Through Tax Planning
In tax planning, hindsight really is 20/20, for three reasons. First, you can learn from past actions what NOT to…