Tax Strategy

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  January 11, 2025

  Integrating Tax and Wealth Strategies for Maximum Benefits

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  January 8, 2025

  Holistic Financial Solutions: Tax, Wealth & Insurance

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  January 4, 2025

  How to Jump-Start Your Financial Goals in 2025

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  December 15, 2024

  Navigating Tax Complexity: Why Working with Credentialed Experts is Essential

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  July 29, 2024

  Navigating Schedule E Tax Audits for Real Estate Investors: Key Strategies and Support

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  July 24, 2024

  Understanding Commingling Funds and Its Impact on an IRS Tax Audit

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  July 17, 2024

  Applying a Cost Segregation Report to a Tax Return: Strategies to Avoid Audit Triggers

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  July 15, 2024

  Small Business Tax Audit Avoidance Techniques

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  July 1, 2024

  Small Business Tax Strategy and Its Implications When Considering an IRS Tax Examination

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  June 2, 2024

  Unlocking Financial Freedom: Qualifying for an IRS Offer in Compromise