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Chris Streit
Real Estate Tax Planning Across the Ownership Lifecycle: Cost Segregation, Smart Improvements and Reducing Recapture at Sale
Chances are several of your clients own commercial or investment real estate and are paying more tax than they need to, at purchase, while they own the property, or when they sell…
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Catherine
Year-End Tax Planning for Financial Advisors: Know What You Owe, Fix What You Can
Year-end tax planning is about more than knowing which deductions exist. It’s about having the right financial information, understanding your projected tax liability, and making…
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Larry Pon
The New Alternative Minimum Tax Under OBBA
The One Big Beautiful Bill Act cut taxes for most households. But for some of your clients, it also reopened the door to the Alternative Minimum Tax, the "stealth tax" many…
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John Bacigalupi
Opportunity Zones 2.0: What Financial Advisors Need to Know Now
Chances are several of your clients are sitting on realized capital gains right now — and most of them have no idea the rules for sheltering those gains in a Qualified Opportunity…
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Brad Gornto
IMMEDIATE Tax Savings from Future Gifts to Charity – Meet the Simpler “Reversionary” Type of Charitable Lead Annuity Trust
Many clients need current-year income tax relief after a major tax event — sale of real property or a business, a large bonus, IRA/401(k) or Inherited IRA distributions, a Roth…
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