Tax Planning Archives

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Understanding Sole Proprietorship Taxes: An Overview

Learn how taxes work for Sole Proprietorships, including filing requirements, deductions, and planning tips to help small business owners and freelancers stay compliant and save.

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Understanding Limited Partnership (LP) Taxes: An Overview

Learn how Limited Partnerships (LPs) are taxed, including filing requirements, deductions, and partner responsibilities in this comprehensive LP tax guide.

Understanding Partnership Taxes: An Overview

Learn how taxes work for Partnerships, including filing requirements, deductions, and planning tips to help small business owners and freelancers stay compliant and save.

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Trusts 101: How to Protect Wealth and Simplify Inheritance for Your Kids

Learn how to set up a trust fund for your children to protect assets, reduce taxes, and control inheritance. This comprehensive guide covers trust types, setup steps, tax benefits, and asset protection strategies for families at any income level.

Understanding Limited Liability Company (LLC) Taxes: An Overview

Learn how LLCs are taxed, what deductions and credits you can claim, and how to optimize your tax strategy. Get expert insights on filing requirements, IRS rules, and key planning tips to reduce your tax burden and grow your business.

Filing Taxes with Multiple Income Streams: RSUs, K-1s, Freelance, and More [Updated for 2025]

Learn how to file taxes when juggling W-2s, 1099s, RSUs, K-1s, and freelance income. Tips on deductions, self-employment tax, and quarterly payments.

Exit Planning for Founders: How to Minimize Taxes in an Acquisition

Maximize after-tax value in your business exit. Learn tax-efficient strategies including stock vs. asset sales, ESOPs, and advanced entity planning.

What Triggers an IRS Audit?

From unreported income to digital asset errors, understand the mistakes and red flags that prompt IRS audits.

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State-by-State Guide to Alternative Investment Taxes [Updated for 2025]

Understand how each U.S. state taxes alternative investments—from real estate to crypto—and use this knowledge to build a smarter, tax-efficient portfolio.

Avoid These 7 Tax Pitfalls When Selling (Public or Private) Investments

Selling investments? Learn how to avoid common tax traps—from wash sales to capital gains missteps—and maximize after-tax returns in 2025.