Comment "Apply" if you want my Team and I me to become your Tax Strategy Team! Most business owners need both a tax strategist and a tax preparer in their corner. Unfortunately, many accountants focus only on reporting the past rather than planning for the future. If you are curious if your accountant is really helping you plan ahead, I’ve got 7 key questions you can ask to find out. Drop a '7' in the comments, and I’ll send them your way! #TaxPlanning #BusinessTips #TaxStrategy #GetUpleveled cr
Comment "Apply" if you want my Team and I me to become your Ta…
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Let me know in the comments if I’m being a bit too nit-picky. I actually have different definitions of the terms repair and capital improvement than the ones used in this particular post. 🏠 When we’re talking about your rental real estate, a repair, from my perspective, is when you take something that’s in that unit or property you own and bring that thing back to a new or good condition, but it’s still the same thing. 🔧 A capital improvement is the replacement of the thing or the addition of
Let me know in the comments if I’m being a bit too nit-picky. I actually …
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The HSA Strategy Almost No One Talks About! Let’s talk about one of the most underutilized tax strategies out there: The Health Savings Account (HSA). If you have a high-deductible health plan (HDHP), you’re eligible to open an HSA and here’s why that matters: ✅ Tax-deductible contributions. ✅ Tax-deferred growth. ✅ Tax-free withdrawals for qualified medical expenses. That’s the triple tax benefit. No other account, not a Roth IRA, not a 401(k), not even a 529 offers this. But here’s where it ge
The HSA Strategy Almost No One Talks About! Let’s talk about one …
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This may not be the approach High Earners in the United States would want to take given the alternatives that are much more palatable for most. I can’t really speak to this specific professional athlete situation, but what I can say is this ... There are key differences between the United States and Europe when it comes to trust law. ⚖️ If you tried to use this same strategy here in the U.S., you’d have to set up an irrevocable trust, and that can actually work against you in terms of income tax
This may not be the approach High Earners in the United States woul…
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Would you spend $1 just to save 30 cents on taxes? I don't believe that's the most prudent thing to do with your dollars. On the surface, that doesn’t sound like the smartest move. But it gets interesting if that $1 is being used productively — either adding to your revenue streams or reducing your expenses. And it’s not just about dollars. Sometimes it’s also about convenience. That’s something you need to consider for yourself. Now, let’s pair this concept with the purchase of an airplane. Of
Would you spend $1 just to save 30 cents on taxes? I don't believe tha…
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It's tempting to get creative with tax strategies, but some things just don’t hold up when it comes to the IRS. Even if you start a YouTube channel to showcase a Rolex as inventory, wearing it for personal use may trigger some serious tax penalties. Personal use equals a taxable event, and the IRS isn’t going to look the other way on that. Stick to the rules to avoid trouble down the road! #Taxes credit (IG): Karlton Dennis - @karltondennis SF0499 | Uplevel Entrepreneur
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It's tempting to get creative with tax strategies, but some things just d…
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Understanding tax strategies isn’t about finding loopholes; it’s about staying compliant while making smart moves to protect and grow your wealth. Before adopting any advice, always check the broader implications like court rulings, revenue rulings, and, of course, the tax code itself. #TaxPlanning #WealthBuilding #FinancialFreedom #GetUpleveled credit (IG): Carter Cofield - @cofield_advisor SF0551 | Uplevel Entrepreneur
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