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The tax code is constantly changing and updating, which means there are always new tax-saving opportunities for High Net Worth individuals. Charitable Giving: Donating to qualified charities can reduce the amount of your taxable income, thus lowering your tax liability. Tax-advantaged accounts such as 401(k)s, IRAs, and Health Savings Accounts. These accounts allow you to save money for retirement or healthcare expenses while also reducing your taxable income. Investing in… Read More

What’s the difference between a Tax Preparer, a  CPA who specializes in tax preparation and a seasoned Tax Strategist? And which of these does your business need?  It may surprise you to know that CPAs and Tax Strategists are two different professions and that a Tax Preparer is not necessarily credentialed.  Here are the main differences: Tax Preparer: Does not have to be credentialed; prepares, calculates, and files income tax… Read More

[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]   [/et_pb_text][et_pb_text _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”] Description: Join David Foster & Mark Perlberg CPA as we discussed how to align different 1031 Exchange strategies with your business/investment goals and tax strategies. Together with Dave Foster, Founder and CEO of The 1031 Investor, we shared the many different creative ways we have used… Read More