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
Why Tax Planning is Not a Choice—But Being Great At It Is
The IRS is not shy. They want a cut of the action anytime money is involved. Taxation doesn’t discriminate either: They will take their piece whether it’s cash, real […]
Read More
5 Things Advisors Miss On The 2020 Tax Return
Get tax returns for all of your clients. This is one of the most common themes you will see on this website and in our podcast. Tax mistakes do
Read More
5 Ways Every Advisor Can Provide Client Tax Planning Value!
Many financial advisors hesitate to provide any client tax planning advice—mainly due to compliance oversight. However, there are still several ways you can provide massive value without having to provide […]
Read More
