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Taxes Too High This Year?
Every year we help our clients perform proactive tax planning on each of these categories:
- Legal Entity Design
- Tax Cuts & Jobs Act (TCJA)
- Families First Coronavirus Response Act (FFCRA)
- Coronavirus Aid, Relief, and Economic Security Act (CARES)
- Insurance & Asset Protection
- Legal Loopholes
- Niche Specific Strategies
- Advanced Strategies
- Asset & Gift Freeze
- Tax Advantaged Wealth Management
- Exit & Capital Gains
And when we perform this analysis, we review:
- Prior year estimated overpayment
- Current year estimated overpayment
- Future year estimated overpayment
And almost 100% of the time, people are overpaying in taxes each year.
There is a difference between…
The process of looking at a person’s life, business, and regulatory requirements to legally reduce taxes.
The process of reviewing the year’s financial results and preparing tax returns for submission to the IRS.
And we do both.
Have you done a full tax planning analysis with your accountant? If not, we need to talk ASAP:
Do you often make Tax Preparation mistakes?
We’d love to help you maximize your tax return this year and get some extra cash from Uncle Sam.
secure plus financial
End of Year Small Business Checklist
The end of the year is a great time to review your small business financial checklist and make sure that you are ready for the upcoming year.
Santa’s Tax Savings Success Business Model
Today’s business owners are facing serious challenges that allow their business to grow. Learn from Santa’s Tax Savings Success Business.
High Interest Rate on Commercial Loans
Commercial loans are great because you can fund your business; be on the lookout for high interest rates when you apply for a commercial loan.
How Rising Inflation May Lead to Higher Tax Bills
Inflation has been rising over the past year. Taxes haven’t increased as quickly as inflation, but now it’s possible to pay more in taxes than you used to; this is because the IRS calculates taxes based on income and inflation.
2021 Tax Law Proposals Timeline
The Biden administration has introduced a series of tax proposals as part of the Build Back Better initiative to pay for new government programs such as education and infrastructure.
Bipartisan Infrastructure Bill
House has agreed to a motion to concur in the amendments made by the Senate to the Bipartisan Infrastructure Bill.