July 19th, 2018

Tax minimization strategies aren’t just for your wealth-building years. It is also critical to consider the taxes that could be assessed to your estate after your death. The cost of passing your wealth to beneficiaries can be shockingly high. Without careful planning, a lifetime of hard work and conscientious saving can be undone after your […]

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July 10th, 2018

Entrepreneurs find success, because they have singular focus. They take an idea and turn it into a full-fledged business. When you are getting started, your energy is devoted to building – planning for your eventual exit is the last thing on your mind. However, the sooner you start thinking about succession planning, the more likely […]

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July 3rd, 2018

Accountants and tax preparation professionals are an important asset to your financial team. They ensure that your returns are completed accurately and filed on-time. However, during the busy tax season, they are limited in how much time they can spend exploring less common tax deductions and credits. This is where your Certified Tax Coach comes […]

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June 19th, 2018

Even the most savvy investors and tax experts often avoid the topic of cost segregation. It’s complicated, and a careful reading of tax code doesn’t do much to clear things up. Most IRS-approved applications of cost segregation were developed through individual rulings, rather than written into tax regulations, making it a challenge to get a […]

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