Tax Return Review – S-Corp and Rental Property
“Bob and Sue” have an S-corp that rents property also owned by the couple with some opportunities to optimize income to take advantage of IRS opportunities. Steven also talks about looking out for indications that a taxpayer is not maximizing their qualified contributions.
Recommended Articles
7 Reasons Advisors Should NOT Do A Client’s Roth Conversion
Almost without fail, when financial advising and tax planning come up in the same conversation, a client’s Roth conversion is the first, second, and third examples advisors give. But, when […]
Read More
Do You Actually Have An Inherited IRA?
Words matter. At times distinctions may seem trivial, but how we think about certain topics can influence the action we take. When it comes to being the beneficiary of an […]
Read More
Advisor Tax Mistake #4 – Doing Tax Planning One Year at a Time
This article is the 4th in a series of the 7 most common mistakes financial advisors make on tax planning with clients
Read More
