41 Federal Tax Changes for 2021
Many of us are playing ‘catch up’ on tax planning for 2021 […]
Category: Tax Planning
Revised ‘Best Practices’ in accounting services engagement agreement
I revised the Best Practices section (the wordy section) of my engagement […]
What’s the difference between a tax preparer and a tax adviser?
A tax preparer looks at the facts and tries to determine the […]
Tax strategies for high income individuals
Of all the services I offer to high income clients, no other […]
Pros and cons of an S-corporation vs. a single member LLC
An S-corporation and a single member LLC taxed as a “disregarded entity” […]
Overview of American Rescue Plan Act of 2021
Background In February 2021 the U.S. Senate, The House of Representatives and […]
Tax planning for teachers
This post is inspired by a social media post I read this […]
The 2021 investment shakeup
After more than a decade of one-way intense focus in the stock […]
Updated 2020 Tax Planning Checklist for Small Business Owners
Begin by forecasting 2020 taxes based on 2019 results – easy with […]
Preserving right of claim for 2016 tax returns
The hottest topic in tax planning right now is the protection of […]