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    Tax Ideas

    Our best thought leadership, relevant news, and tools to help you grow your business.

    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.
    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.
    SECURE Act Likely To Become Law: How it affects your retirement.
    SECURE Act Likely To Become Law: How it affects your retirement.
    3 Last Minute Tax Strategies For Small Business
    3 Last Minute Tax Strategies For Small Business

    The end of the year is officially upon us, and that means there are just a few weeks left to take proactive steps to lower your 2019 tax bill....

    Tax Benefits of Rental Property
    Tax Benefits of Rental Property

    Over the past few years, we’ve seen a huge uptick in the number of clients renting out their homes (or second homes) as vacation rentals. The...

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    All Tax Ideas

    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.
    Misconceptions and Missed Opportunity: The $250,000 tax credit you may be missing.

    Qualified small businesses may be eligible to apply up to $1.25 million—or $250,000 each year...

    SECURE Act Likely To Become Law: How it affects your retirement.
    SECURE Act Likely To Become Law: How it affects your retirement.

    After months of sitting in the Senate, the SECURE Act, which we warned back in June could end...

    3 Last Minute Tax Strategies For Small Business
    3 Last Minute Tax Strategies For Small Business

    The end of the year is officially upon us, and that means there are just a few weeks left to ...

    Tax Benefits of Rental Property
    Tax Benefits of Rental Property

    Over the past few years, we’ve seen a huge uptick in the number of clients renting out their...

    10 Tax Issues To Address Before End of 2019
    10 Tax Issues To Address Before End of 2019

    It hit me like a ton of bricks the other day: 2019 is almost over. With just over 100 days left...

    Section 1202: The little-known tax rule that could save you big money when you sell your business.
    Section 1202: The little-known tax rule that could save you big money when you sell your business.

    A little-known tax provision dubbed Section 1202, which we’ve covered before, is getting a lot...

    Investing in Opportunity Zones: The Top 5 Incentives
    Investing in Opportunity Zones: The Top 5 Incentives

    I came across a great article this week (subscription required) in the Charlotte Business...

    Dividing Property After Divorce: The Option of a 1031 Exchange
    Dividing Property After Divorce: The Option of a 1031 Exchange

    One of the greatest assets married couples typically own is real estate -- either their own home...

    Individual Cash Free Tax Benefit - 20% Qualified Business Income Deduction
    Individual Cash Free Tax Benefit - 20% Qualified Business Income Deduction

    Most income tax deductions for individuals require that you spend cash for the deduction – pay...

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    We have a pretty great insights that dig into issues you really care about.