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HSA FAQ: Answers to the Internet’s Burning Questions
You asked and we listened! In this blog, we break down the most commonly asked HSA (Health Savings Account) questions. HSAs are a valuable tax savings vehicle — but they are complicated! Whether you...
Wining & Dining – The Ins and Outs of Meal and Entertainment Expensing
The COVID-19 Relief Bill brought a nice perk for business owners via a change to the meal expense deduction guidelines for the IRS for tax years 2021 and 2022. The previous Tax Cuts and Jobs Act...
Tax Planning for Small Businesses: Following a Tax-Efficient Path Through the Rest of 2022
Planning for 2023 Tax Efficiency Today Many business owners use this time of year to put taxes out of mind and just “get through the balance of the year with decent recordkeeping.” It can be...
Secrets of the Deferred Sales Trust
If you’re hesitant to sell a high-value asset because you don’t want to pay capital gains, a Deferred Sales Trust can provide a solution. A cousin to the 1031 Exchange, a Deferred Sales Trust gives...
Mid-Year Tax Planning Moves for Single-Owner Small Businesses
Tax season is likely one of the last things on your mind in August. As an entrepreneur, it usually feels like you’re more focused on operating the business and putting out fires than growing your...
Social Media Is Buzzing Over 1031s
If you own an investment property but you’re hesitant to sell because of the tax bill, a 1031 exchange might be perfect for you. The 1031 tax-deferred exchange is often viewed as a “swap out” of the...
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