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Insights on strategic finance, tax strategy and growth written for service businesses with clarity in mind.
Charitable Remainder Annuity Trust (CRAT) Explained: Strategic Tax Planning with a Purpose
If you're sitting on appreciated assets like equity in a business, stock or real estate, and are thinking about the…
Form 8275: The IRS Form That Could Save You from a Six-Figure Penalty
Imagine bleeding six figures in cash over a single IRS penalty – money that should’ve stayed in your business, funding…The Augusta Rule Explained: Tax-Free Home Rentals for Business Owners
What if your business could pay you rent for using your own home—and neither you nor the IRS blinked? That’s…Material Participation Explained for Real Estate Investors
Why This Matters for High-Income Real Estate Investors Most high-net-worth investors are sitting on six or seven figures of suspended…
Advanced Tax Credits: What They Are & How To Use Them
For small and mid-sized enterprises (SMEs), reducing tax liability is crucial for maintaining profitability and reinvesting in growth. One of…
SECURE 2.0 Act in 2025: What Small Business Owners Need to Know
The SECURE 2.0 Act isn’t just a minor update – it’s a restructuring of how small businesses handle retirement benefits.…
Real Estate Professional Tax Status (REPS): Benefits & IRS Requirements
If you're serious about scaling your real estate investments and keeping more of what you earn, Real Estate Professional (REPS)…
How the CFO’s Role is Changing in Modern Professional Services Firms
The following is an excerpt of an upcoming ebook From Expertise to Enterprise by Bennett Financials' founder, Aaron Bennett. This…
What Is the Profit First Method? A Cash Management System That Works
You’re working hard, but it feels like you’re not getting anywhere. You’re not sure if you’re making a profit or…Advanced Tax Planning Strategies for High-Net-Worth Individuals
Why Tax Planning Is the Difference Between Wealth Creation and Wealth Erosion If you’re a high-net-worth individual or business owner,…Unlocking Advanced Tax Planning Strategies for Wealth Preservation and Growth
As tax laws evolve, high-net-worth individuals and business owners must adopt proactive tax strategies to safeguard and grow their wealth.…Advanced Tax Strategies for Mid-Sized Businesses: Unlocking Hidden Savings
Mid-sized businesses often find themselves in a tax planning gray area—too large for simplistic strategies yet not leveraging the sophisticated…
Advanced Estate Planning and Asset Protection Tax Strategies for SMEs and Business Owners
For small and mid-sized enterprises (SMEs) and business owners, estate planning and asset protection are crucial not only for preserving…
Insurance-Focused Tax Strategies Every Savvy Business Owner Needs To Know
For small and mid-sized enterprises (SMEs) and business owners, insurance isn’t just about risk management—it’s also a key tax-saving tool.…How Small Businesses Can Use Energy Focused Tax Strategies To Pay Less
For small and mid-sized enterprises (SMEs) and business owners, investing in energy-efficient solutions isn’t just an environmental decision—it’s a powerful…An Insight Into Advanced Charity Focused Tax Strategies Used By The Wealthy
For small and mid-sized enterprises (SMEs) and business owners, philanthropy isn’t just about giving back—it’s also a powerful tool for…
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