FLAT FEE FINANCIAL BLOGS

Explore insightful financial wisdom and expert advice on Flat Fee Financial Blogs – your key to a secure and informed financial journey

Unlocking the Power of Tax-Smart Charitable Giving: 5 Strategies to Maximize Your Impact

When it comes to giving money away, there is typically a strategy that can help you increase your impact without requiring you to give any..

Step Up In Cost Basis at Death (Spousal Strategy)

One of the largest tax savings events I have seen is when a client dies, and their assets receive a step-up in cost basis...

Tax Planning for Dentists in 2024: 17 Strategies

Tax planning is one of the best ways to receive a guaranteed return on your dollars. However, it requires good record-keeping, year-round...

Can A Delaware Statutory Trust (DST) Help During a 1031 Exchange?

What is a DST (Delaware Statutory Trust)? Real Estate Transition Solutions defines a DST as... "A Delaware Statutory Trust is a real...