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Leading you to a better financial future.
Navigating the Short-Term Rental Loophole and Material Participation Rules
Unlock major tax savings by mastering the short-term rental loophole! This strategy allows investors to offset W-2 or business income with rental losses, without needing to qualify as a real estate pr... ...more
Taxes
October 03, 2024•3 min read
Maximizing Tax Benefits with Cost Segregation Studies for Short-Term Rental Investors
Unlock massive tax savings with a cost segregation study for your short-term rentals! By accelerating depreciation on key property components, you can reduce your tax burden and boost your cash flow e... ...more
Taxes
October 03, 2024•4 min read
Unlocking Tax Savings: Short-Term Rental Strategies for Investors
Unlock huge tax savings with the "short-term rental loophole"! This strategy allows high-income earners to offset W-2 or business income using rental losses, without the hassle of qualifying as a real... ...more
Taxes
October 03, 2024•3 min read
Seller Financing Tax Benefits: How Sellers Can Reduce Capital Gains
Seller financing reduces capital gains taxes by spreading payments over years, easing the tax burden. Sellers benefit from lower annual taxes and steady interest income, preserving wealth amid inflati... ...more
Taxes
September 23, 2024•1 min read
Understanding Seller Financing: A Win-Win for Buyers and Sellers
Explore seller financing: a win-win for buyers and sellers, offering flexible terms, tax benefits, and easy approvals. ...more
Taxes
September 23, 2024•1 min read
Your Year-End Tax Planning Handbook
Taxes are obviously on everybody’s mind when it comes to investing for your financial future. That’s why it’s important to take advantage of any year-end tax planning opportunities to reduce your tax ... ...more
Taxes
March 06, 2024•6 min read
ULTIMATE STR Secrets
Do you have Short Term Rentals (STRs) in your portfolio? If so, you should know that Short Term Rentals are the best type of real estate investment because you're able to have a W-2, you're able to ow... ...more
Taxes
March 06, 2024•5 min read
What a Wealthy Person’s Tax Return Looks Like
Taxes are one of the necessary payments that we have to pay as law-abiding citizens of any country. However, even for some of the best of us, it can get a little cumbersome. But did you know that the ... ...more
Taxes
March 06, 2024•5 min read
Cracking the Code: Income vs Equity
Everyone pays tax one way or another, but there has been a kind of controversy surrounding how the extremely wealthy are taxed. People have been discussing how the Bill Gates, Jeff Bezos, and Elon Mus... ...more
Taxes
March 06, 2024•4 min read
Choose Your Journey to Tax Excellence
Journey 1
Building a Tax Advisory & Consulting Practice
Scale, streamline, and systemize your advisory business.
Turn compliance clients into year-round advisory opportunities while mastering operational efficiencies for sustainable growth. This track covers pricing, hiring, marketing, and client engagement essentials to help you build a practice you love.
WHAT YOU’LL LEARN:
Crafting solid engagement letters and pricing models.
Transforming compliance clients into year-round
partners.
Marketing
strategies that drive consistent growth.
Recruiting and training the right team to scale your business.
Bonus:A Power Checklist for the ultimate year-end tax planning session.
Journey 2
Tax and Legal Foundations: Core Strategies for All Levels
Master the fundamentals that drive financial success.
Perfect for business owners and advisors, this track delivers essential insights on asset protection, tax planning, estate strategies, and IRS compliance.
WHAT YOU’LL LEARN:
Unlock estate planning with Revocable Living Trusts.
Maximize retirement savings through Solo 401(k) plans.
Real estate strategies: Short-term, long-term, and self-rentals.
Learn asset protection that actually works.
Navigate IRS resolution with confidence and ease.
Journey 3
Advanced Insights: Unlock Complex Tax Strategies
Top-tier strategies for high-value clients.
Designed for experienced professionals, this track offers in-depth guidance on prime tax strategies, entity structuring, and payroll solutions. Gain the insights needed to handle complex business scenarios with confidence.
WHAT YOU’LL LEARN:
Report multi-entity structures with Forms 1065 & 1120S.
Maximize tax savings using Bonus Depreciation & Section 179.
Seamlessly relocate clients to tax-free states.
Navigate business sales and acquisitions smoothly.
Use 105 Plans to save clients on healthcare costs.
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