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What is Wealth Preservation?

What Is Wealth Preservation?

What Is Wealth Preservation? Wealth preservation involves planning for the ups and downs of life through the use of a robust financial strategy. When you first began your career,

Asset Protection Services

Are You Paying Yourself Enough?

As a Realtor you may have formed an S corporation to save on self-employment taxes. If so, is your S corporation salary nonexistent? too low? too high? just right?

Vacation Home Tax Tip

Vacation Home Tax Tip

4th of July is right around the corner and maybe you’re packing up to travel to your vacation home. Before you head out here is a little mighty tax

3 COVID-19 tax benefits

3 COVID-19 tax benefits

Did you know that Congress has created a lot of new tax-saving strategies to help your small business get through COVID-19? Many of my clients own and operate S