Tax Resources

When was the last time your tax professional came to you and said, “Here’s an idea I think will save you money”?

Certified Tax Coaches focus on proactive tax strategies to save you money!

We all want to cut our taxes. And who doesn’t love a good tax loophole? But most accountants just record history. Is your accountant helping you write it to pay less tax?

If you own your own business, own rental real estate, or you manage an investment portfolio, ask yourself these questions:

Does your tax pro regularly bring you ideas for saving money? Do you know the single most powerful strategy for cutting your taxes? Did you know that owning your own business is the best… Read more →

Does your advisor come up with innovative ideas to save you money? Do they spend their time “filling in the boxes” or thinking outside the box?

If you really want to take advantage of every tax break the law allows, you must think OUTSIDE THE BOX!

It doesn’t matter how good your accountant is with a stack of receipts on April 15th. If you didn’t know what deductions, credits, and loopholes are available to you, you’ve lost those breaks forever! True tax planning gives you concepts and strategies you need to minimize your taxes. Certified Tax Coaches will give you a customized plan for your small business to maximize your savings.

True tax planning tells you what to do, when … Read more →

It was one of the greatest financial bets of all time. Hedge fund manager John Paulson bet big against subprime mortgages ahead of last decade’s financial crisis, earning billions in profits for his funds. It was a gamble that, in the long run, didn’t pay off.

Along with the $4 billion he earned for himself, he nailed a second record-breaking honor when he was slapped with one of the largest personal tax bills in history.

According to people close to the firm, Paulson used a tax provision available at the time to hedge fund managers. After deferring the bulk of taxes on the profits, Paulson’s personal tax bill came due on April 17th when he was required to pay about … Read more →

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