FLAT FEE FINANCIAL BLOGS

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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.

Business sale years are often the highest income year in someone's life. This means income tax deductions are worth more because...

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..

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

I recently read “Tax-Free Wealth” and thought I would write out a few favorite tax strategies that came up while reading.

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