Blog
Advanced Tax Reduction Strategies: Beyond Retirement and Deductions
If you have been told that tax reduction planning is no more than retirement planning and...
Can Life Insurance Help Combat Proposed Tax Increases?
With tax hikes on the horizon, including increased taxes on inheritance, it's no wonder...
Can a Rental Real Estate Investment Help Me Lower My Taxes?
Real estate investments are becoming more and more popular among medical and healthcare...
Brainstorming “No-Brainers”
We helped “Sara”, a New York City practice owner, save $92,000+ in taxes in 2020 alone by getting...
Therapy for the Therapist
Our client, “Louis”, is a physical therapist who owns multiple physical therapy locations. He had...
A Small Business in Pain
“Mark’s” web design firm made phenomenal websites – the type that would take your breath away! But...
Getting Relief During a Pandemic
Samantha is the owner of a software development company. She contacted us in 2020, towards the end...
Ready for Business
“Dr. John” is an orthopedic surgeon employed by a hospital (W-2 earner), who came to us seeking...
Three Practices in Two States
“Dr. Mike” is a dentist who owns 3 dental practices across 2 states. He came to us for help...
The Road to Savings
“Larry” owns a large consulting business and reached out to us in 2019 because his accounting was...
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