Sentences with phrase «valuable tax planning strategies»

Cost Segregation Analysis, also referred to as Cost Segregation Studies, and 1031 Exchanges are two of the most valuable tax planning strategies available to commercial real estate investors.

Not exact matches

«Planning before year - end will provide valuable insight about current tax savings strategies for your business while estimating future retirement benefits for both you and the employees.

Start planning ahead and consider implementing these valuable strategies: Donate Securities Instead Of Cash There are several ways to maximize your tax benefits when donating securities to charity: Stock that has appreciated in value: Make sure the stock has been held at least one year.

Turn your hard work into a sound investment strategy by offering a strong retirement plan and take advantage of valuable tax benefits while achieving long - term financial success.

Before a client rushes to fund a backdoor Roth IRA, however, it's important that he or she understand that even this so - called «backdoor» strategy is subject to IRS rules and restrictions that must be followed to avoid turning a valuable retirement planning strategy into a tax setback.

For this reason, in most cases, a team of professionals, including a workout advisor, tax professional and legal counsel, should be consulted to help understand the objectives and likely resolution strategies of the special servicer and to develop an action plan that protects and preserves the valuable indemnification rights and financial interest of the debtor and equity holders.