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Summary of the One Big Beautiful Bill Act (OBBBA)
This legal package was signed into law by President Trump on July 4, 2025, merging tax cuts, spending measures, and budget reconciliation into a single policy.


5 Reasons To Avoid a Cost Segregation Study
Cost segregation can be a powerful tax strategy for real estate investors, but it's not always the right move for every property owner.


Key Tax Updates For 2025
I found what I believed to be the most pertinent tax changes as we move from 2024 to 2025 and listed them below.


Maximizing Your Profits: 8 Tax Planning Strategies for a Business Sale
Business sale years are often the highest income year in someone's life. This means income tax deductions are worth more because...


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...


Strategies from “Tax Free Wealth” By Tom Wheelwright, CPA
I recently read “Tax-Free Wealth” and thought I would write out a few favorite tax strategies that came up while reading.


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...
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