June 21, 2025 What if you could pay your federal taxes — at a 25% discount?The Sovereign Tribal Tax Credit (STTC) program allows qualified individuals to purchase federal tax credits at a reduced rate and apply them directly to their IRS bill. Here’s how it works: It’s a simple, legal, and extremely efficient way for …
Buy Federal Tax Credits at a Discount — Here’s How Read More »
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 »
We want to keep you informed about important updates regarding Beneficial Ownership Information (BOI) reporting requirements. The Financial Crimes Enforcement Network (FinCEN) has recently announced that most small businesses required to file BOI reports will now have until March 21, 2025, to do so. Key Updates Background on BOI Reporting The Corporate Transparency Act (CTA), …
Important BOI Reporting Update: New Deadline is March 21 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 »
