November 7th, 2016

Did you know that most people can put way more than the $5,000 or $6,000 into a retirement account? In fact, we have clients that can put over $100,000 per year into a retirement account and take a $100,000 tax deduction for it! If you haven’t already done so, be sure to download your FREE […]

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October 17th, 2016

As a tax advisor, one of the most common questions I get from investors is “what type of legal entity should I hold my real estate in?” Unfortunately, you may have guessed that the correct answer to this question is most likely “It Depends”. For real estate investors, the best legal entity to hold title […]

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November 18th, 2014

Want to know what the best kept secret is to saving big on taxes? The answer is: Year-end Tax Planning If you don’t know what it is or if you have never done it before with your tax advisor, you may be overpaying your taxes. As we head into the holiday season, time is running […]

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November 11th, 2014

As the holiday season approaches and we get ready for family gatherings, one of the questions that often comes up is whether it is a good idea to gift “assets” to the next generation. The answer is: It Depends. Before we get into the strategy side, we wanted to give you a chance to sign […]

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