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personal finance

S Corporation Tax Savings Calculator

August 28, 2016 By Stephen Nelson CPA

Picture of Golfing friends driving a golf car and going for a game of golf

Okay, an interesting idea. If you know what your small unincorporated business will generate in profits this year? And then you have a … [Read more...] about S Corporation Tax Savings Calculator

Filed Under: business taxes, Corporate taxation, personal finance

Thomas Jefferson’s De Facto Bankruptcy

June 20, 2016 By Stephen Nelson CPA

picture of Monticello, Thomas Jefferson's home in Virgnia

You probably know that Thomas Jefferson wrote the Declaration of Independence. You may remember that he negotiated the best real estate deal in the … [Read more...] about Thomas Jefferson’s De Facto Bankruptcy

Filed Under: personal finance, retirement, Strategy

George Washington’s Business Secrets

June 6, 2016 By Stephen Nelson CPA

George Washington painting

We probably all expect to get the truly great business insights from some Harvard or Stanford business school professor who has just completed … [Read more...] about George Washington’s Business Secrets

Filed Under: management, New business, personal finance, Strategy

Paying Payroll Taxes to Bump Pension Contributions

April 18, 2016 By Stephen Nelson CPA

Happy Couple Shopping for an RV

Jim Dahle, the physician who edits the White Coat Investor blog, hypothesized a week or so ago that it might make sense to add your spouse to a small … [Read more...] about Paying Payroll Taxes to Bump Pension Contributions

Filed Under: personal finance, retirement

Understanding the Wash Sale Rules

April 4, 2016 By Beth Nelson CPA

money in a jar with "investment ideas" written next to it

Regularly during tax season, we see clients with a pretty large volume of trading activity across a number of brokerage accounts. And unfortunately … [Read more...] about Understanding the Wash Sale Rules

Filed Under: personal finance

Excluding Foreign Income from U.S. Taxes

March 7, 2016 By Beth Nelson CPA

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We get a lot of questions from people who earn money outside the United States and wonder how, and if, U.S. income taxes can be avoided. For this … [Read more...] about Excluding Foreign Income from U.S. Taxes

Filed Under: business taxes, foreign tax, foreign tax issues, personal finance

U.S. Tax Rules for Nonresident Aliens

February 29, 2016 By Beth Nelson CPA

1040NR-EZ form with pen, notepad, and dollars

If you’re new to the U.S. system of taxation, you’ll find the situation pretty confusing. The U.S. system of taxation (and we say this as tax … [Read more...] about U.S. Tax Rules for Nonresident Aliens

Filed Under: foreign tax, foreign tax issues, personal finance

Why You Don’t Need to Worry about Taxes in Retirement

February 15, 2016 By Stephen Nelson CPA

Picture of retirement plan binder

As a tax accountant, I am programmed to think about taxes. To worry about people paying too much in taxes. To obsess over tactics that allow clients … [Read more...] about Why You Don’t Need to Worry about Taxes in Retirement

Filed Under: personal finance, retirement

Real Estate vs IRA and 401(k) Accounts: Part II

January 4, 2016 By Stephen Nelson CPA

Picture of 401(k) asset allocation chart

Last week, I blogged about the tax reasons direct real estate investment may be a better, more tax-efficient choice than using options like an IRA or … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part II

Filed Under: personal finance, retirement

Real Estate vs IRA and 401(k) Accounts: Part I

December 28, 2015 By Stephen Nelson CPA

Picture of rental houses

I’d like to broach an awkward subject with you. Specifically, I’m going to present the case for direct real estate investment as an alternative to … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part I

Filed Under: personal finance, retirement

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S corporation Tools

Use our S corporation tax savings calculator to make a quick estimate of the annual tax savings per owner.

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Featured Posts

Trump Savings Accounts provide a slick way for parents to save money for kids.

Trump Savings Accounts – Free Money from the Government

Child focused tax benefits have taken on many forms over the years.  We've had child tax credits, dependent care credits, education credits, 529 … [Read More...] about Trump Savings Accounts – Free Money from the Government

Combine Section 1031 like-kind exchanges with Section 168(k) bonus depreciation to create large deductions.

Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

Real estate investors know about bonus depreciation. They also know about 1031 like-kind exchanges. But not everyone realizes that the two rules can … [Read More...] about Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

100% bonus depreciation creates new opportunities for investors and entrepreneurs

The Section 168(k) Bonus Depreciation Purchased Requirement

You can get 100% bonus depreciation on tangible personal property assets you purchase and place into service after January 19, 2025. That seems … [Read More...] about The Section 168(k) Bonus Depreciation Purchased Requirement

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