Learning Center

Enjoy these timely and informative articles that can help you make informed decision about your business.

SEC Info About Self-Directed IRAs and the Risk of Fraud

The SEC’s Office of Investor Education and Advocacy has issued an Investor Alert about the risk of fraud in self-directed IRAsⁱ. Because the self-directed IRA allows the investor to
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The Importance of Custodian Choice for Self-Directed Accounts

The self-directed IRA and 401(k) retirement accounts place extra duties on the custodial firm, extensive duties in the case of assets like rental property that require management. Choosing a
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Tax Depreciation Tips

Depreciation on taxes is kind of a tax deduction schedule for big ticket items. You may already be well familiar, but in case you are not, let us
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Buying Real Estate in an IRA or 401(k)

Before discussing real estate in a retirement account, why even consider real estate as a retirement investment? A quick run-through of the basic
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The Tax-Saving Trust as Easy as AB…

Marriage involves a financial partnership as well as an emotional commitment. Over time, a married couple can accumulate significant joint assets. This is
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Tax Savings with a Charitable Remainder Trust

The charitable remainder trust is a vehicle for exercising your charitable nature and enjoying tax advantages as well. It is only viable at
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Revocable or Irrevocable – Which Trust Type is Best for You?

Trusts are valuable to many as estate planning tools and for tax advantaged treatment and protection of assets. The two
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Top 3 Abusive Tax Shelter Schemes-Avoid the IRS “Dirty Dozen”

The IRS has a “Dirty Dozen List” of tax evasion schemesⁱ, and you do not want to get caught in one
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Claiming More Legitimate Deductions for Your Business

It seems like we are always doing something regarding taxes with our businesses. Whether it is Tax Planning for next year, filing quarterly taxes,
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