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DEVELOPING AN EXIT STRATEGY FOR REAL ESTATE PARTNERSHIPS AND SMALL BUS

Sunday, April 09

In our previous article we outlined general steps and benefits to implementing a well-tailored succession plan into your business strategy. The next step in business planning is to develop a bullet-proof plan to ensure your business interests are protected. This is often an overlooked step to man...


COMMINGLING FUNDS – A CPA’S PERSPECTIVE

Sunday, April 09

Commingling funds is a substandard business practice although it is common for small businesses and entrepreneurs to commingle funds. This is something that is especially common for our clients that are in the early stages of business and finances. When you commingle funds, you treat business fun...


REAL ESTATE INVESTOR OR DEALER IRS CLASSIFICATION – A CPA’S PERSPECTIV

Sunday, April 09

The real estate investor and dealer classifications determine how the income earned by an investor will be taxed. The real estate dealer classification is scrutinized by the IRS and the definition is subjective.Real estate investors purchase real estate with the intention of holding their propert...


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Sunday, April 09

S corporations can save their owners a significant amount of tax. This tax savings can exceed their entire annual CPA fee. The IRS is naturally monitoring for abuses in this area as the potential dollar savings are substantial. An ideal CPA to advise in this area is a financial expert that works ...


REAL ESTATE PROFESSIONAL STATUS – A CPA’S PERSPECTIVE

Sunday, April 09

There are significant tax benefits for investors who can qualify with the IRS for real estate professional status.This is a great tax planning strategy that is particularly beneficial when you have multiple rental properties and have an adjusted gross income below $150,000. When your income is $1...


TAX PLANNING OPPORTUNITIES FOR REAL ESTATE INVESTORS AND DEVELOPERS

Sunday, April 09

Your tax bill exhausts a large percentage of your personal and business income. Each individual and business has a unique tax perspective with varying objectives distinguishing each tax planning strategy.Tax planning requires a year-round, hands on approach from a top tier CPA to ensure tax minim...