Tax Planning Archives

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The Ultimate Guide to Taxes on Secondaries

Comprehensive guide to taxes on secondary private equity transactions. Learn about UBTI, ECI, FIRPTA, and strategies for optimizing returns.

A Guide to PTET for Small Business Owners

Understand how PTET bypasses SALT limits, reduces tax liability, and simplifies tax filing for small business owners.

Tax Strategies for Independent Medical Professionals

Gain financial clarity and optimize your tax strategy. Discover specialized tax guidance for independent medical professionals including PCPs, nurses, and dentists.

Home Office Deductions: What Remote Workers Need to Know in 2025

Understand 2025 home office deductions. Learn eligibility for self-employed and W-2 workers, claimable expenses, and filing advice.

Tax Filing Errors Freelancers & Contractors Often Overlook

Our comprehensive guide lists the most common tax filing mistakes and the best practices for independent contractors and freelancers.

Your 2025 Tax Extension Guide: When, Why, and How to File for More Time

Everything you need to know about 2025 tax extensions, from deadlines and penalties to forms and strategic advice.

The 2025 Crypto Tax Guide – Everything You Need to Know

Your comprehensive guide to crypto taxes for 2025. Learn about capital gains, income tax, Form 1099-DA, and strategies to minimize your tax burden.

The Guide to Qualified Small Business Stock (QSBS) [Updated for 2025]

Discover the tax advantages of Qualified Small Business Stock (QSBS) with our all-encompassing guide. Perfect for entrepreneurs, early startup employees, and investors, we outline eligibility criteria, benefits, and best practices for making the most of this financial incentive.

What is the Alternative Minimum Tax? (Updated for 2025)

Get all the details of the Alternative Minimum Tax (AMT) system in our comprehensive guide. We break down the nuances of AMT tax rates, exemptions, and their potential implications.

What is a BOI Report and How Do You File One?

Understand BOI reports, who needs to file, and how. Our guide covers everything you need to know about Beneficial Ownership Information reporting.