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    Tax Planning

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

    BGW CPA
    3 Ways to Boost Your Retirement Savings This Week
    BGW CPA
    Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral
    BGW CPA
    Short-Term Rental Taxes: Know what you owe before you rent your property.

    It’s summer, which hopefully means you are bound for the beach or other destination soon. If so, my guess is that you spent at least some time...

    BGW CPA
    5 Personal Tax Moves to Make This Summer

    Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to your personal return. Yep, summer is an equally good...

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    Top 100 Questions Business Owners Ask Us

    All Tax Planning

    3 Ways to Boost Your Retirement Savings This Week
    3 Ways to Boost Your Retirement Savings This Week

    With just 74 days until Christmas morning (no kidding), your mind now might be more focused on...

    Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral
    Individual Retirement Accounts Benefit From But Carefully Manage the Tax Deferral

    For many families, an individual retirement account can be their largest investment asset and in...

    Short-Term Rental Taxes: Know what you owe before you rent your property.
    Short-Term Rental Taxes: Know what you owe before you rent your property.

    It’s summer, which hopefully means you are bound for the beach or other destination soon. If so, my...

    5 Personal Tax Moves to Make This Summer
    5 Personal Tax Moves to Make This Summer

    Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to...

    5 Business Tax Moves to Make This Summer
    5 Business Tax Moves to Make This Summer

    Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here...

    Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
    Real Estate Exchanges: A Great Opportunity That Requires Careful Planning
    Why You Need a Business Valuation (even if you don't plan on selling soon)
    Why You Need a Business Valuation (even if you don't plan on selling soon)

    A few weeks ago, the local county tax assessor sent appraisal staff through the neighborhood. They...

    June 15th Tax Deadlines
    June 15th Tax Deadlines

    Didn’t we just wrap up tax season?  Well, like it or not, another deadline is upon us.

    Roth Rules: When to convert your 401(k) to a Roth IRA.
    Roth Rules: When to convert your 401(k) to a Roth IRA.

    I recently received an email from a client who left his job. He had quite a bit of money in his...

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