June 10, 2025 If charitable giving is already part of your financial picture, there’s a strategy worth considering that can amplify your impact — and your tax benefits: Leveraged Asset Donation. Here’s the idea: For example:A $25K investment may produce over $100K in deductions, limited to 30% of your AGI. It’s ideal for clients with …
Leveraged Charitable Donations for Bigger Deductions Read More »
June 3, 2025 If you’re looking for a way to drastically reduce your taxable income while setting yourself up for steady, long-term returns, the Leveraged Technology Purchase strategy could be a perfect fit. Here’s how it works: The bottom line? Details: This strategy is ideal for business owners and investors looking to optimize current cash …
Want a $400K Deduction from a $100K Investment? Here’s How Read More »
May 27, 2025 Leveraged Technology Purchases under Section 179 of the tax code. Here’s a quick breakdown: This opportunity may be a good fit for clients who: Since Section 179 benefits are tied to the calendar year, any transactions would need to be completed before December 31 to count for this tax year. If you’re …
Leveraged Technology Purchase for Tax Deductions and Income Read More »
May 20, 2025 Looking for a way to dramatically cut your taxes, generate consistent returns, and position yourself for a future liquidity event? The HealthCare Software RTU Program is one of the most unique (and powerful) strategies available for business owners and high earners today. Here’s the overview: Bottom line? Minimum Investment: $50,000 Ideal for …
April 29, 2025 For high-income earners looking for a unique way to reduce taxes, Film Debt Financing offers a rare opportunity to do just that — with the potential to also participate in the profits of major film productions. This strategy leverages Section 181 of the Internal Revenue Code, which allows for immediate tax deductions …
Reduce Taxes and Invest in Hollywood? Here’s How It Works Read More »
March 4, 2025 Do you own a traditional IRA, Roth IRA, SEP-IRA, or SIMPLE IRA? Usually, the income earned within these accounts is tax-free. This applies to common investments such as stocks, bonds, mutual funds, ETFs, CDs, and Treasury bills. But if your IRA makes alternative investments, it may be subject to a special tax …
Beware of UBIT Lurking in Your IRA—It Causes Double Taxes Read More »
Can Real Estate Professional Status Free Up Old Passive Losses? February 4, 2025 Deducting your rental property tax losses against your other income is tricky, as you likely know. You have to get the tax law to treat you—say, a computer engineer—as a tax-code–defined real estate professional. Let’s say you get there. Does that status …
Can Real Estate Professional Status Free Up Old Passive Losses? Read More »
January 21, 2025 Prepare for tax changes. The Tax Cuts and Jobs Act (TCJA) has been part of our tax landscape for nearly seven years, shaping how businesses and individuals plan their finances. With an eye toward the end of 2025, when many key provisions expire, here are some critical changes that could affect you …
Game On: TCJA Winners and Losers—Business on the Chopping Block Read More »
U.S. Supreme Court Makes It Easier to Challenge IRS Regulations Over the years, the IRS has enacted voluminous regulations that interpret ambiguous tax code provisions or fill in administrative gaps. Indeed, IRS regulations dwarf the tax code: the tax code is about 2,600 pages long, while all the rules written by the IRS amount to …
U.S. Supreme Court Makes It Easier to Challenge IRS Regulations Read More »
