Month: September 2024
Maximizing Tax Savings: The PTET Strategy for Pass-Through Entities (PTEs) in Participating States.
Introduction: Understanding PTET and the SALT Cap In 2017, the Tax Cuts and Jobs Act…
What Is a Section 1035 Exchange? A Smart Strategy for Insurance Policyholders
Just as real estate investors benefit from tax-deferred exchanges under Section 1031 of the Internal…
Understanding Section 1031 Exchange: A Powerful Tool for Real Estate Investors
For real estate investors, tax deferral can be a key strategy in maximizing profits and…
Maximizing Retirement Savings: The Backdoor Roth IRA Strategy
As you may know, direct contributions to a Roth IRA are subject to income limits,…
IRS reminder: Third estimated tax payment due Sept. 16; disaster-area taxpayers have more time
Issue Number: IR-2024-231 WASHINGTON — The Internal Revenue Service today reminded taxpayers the deadline…
HAVE MANY 401K ACCOUNTS? THERE ARE REASONS TO CONSOLIDATE NOW.
The era in which an individual was employed by a company and remained there for…