CTP

APRIL 10, 2024

Partnerships may be formed as a real estate investment partnership where each partner contributes different properties. By working with a Certified Tax Planner, partners can form a tax plan that allows for as much flexibility as possible to accommodate these types of changes.

Real Estate 105

Real Estate Tax tax planning tax return 105

CTP

DECEMBER 14, 2022

Tax professionals today need to be prepared to incorporate real estate income into their clients’ tax plans. More and more Americans are starting to use their properties as a primary or secondary income source, yet many taxpayers are not prepared for the tax consequences when they decide to sell that property.

Real Estate 69

Real Estate tax planning Tax income tax 69

KROST

JANUARY 25, 2021

As an industry impacted by the pandemic, real estate businesses can benefit from several key tax provisions in the package. The bipartisan agreement extends the current tax incentives for five more years. Download Real Estate Business Provision and Initiatives Included in Bipartisan COVID-19 Agreement.

Real Estate 92

Real Estate CPA Tax public accounting 92

Cherry Bekaert

NOVEMBER 29, 2023

Prepare for the 2023 tax season with our comprehensive tax planning checklist for individuals. Expert advice on life changes, investments, IRAs, and estate planning. Contact Us The post 2023 Year-End Tax Planning Checklist for Individuals appeared first on Cherry Bekaert.

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tax planning Tax Real Estate Non-Profits 101

CTP

FEBRUARY 20, 2024

By Dominique Molina, CPA MST CTS You’re in the business of tax planning, and you pride yourself on being the go-to expert for navigating the complex world of taxes. It’s a widespread belief, but it barely scratches the surface of what tax planning can do. So, keep an open mind as you read on.

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CTP

OCTOBER 28, 2024

Personal Assistance & Concierge A family office may also offer support with scheduling, bill payments, managing domestic staff, travel planning, and overseeing property management—which can include real estate, aircraft, and art collections.

Tax 105

Tax Government Real Estate payroll tax 105

Going Concern

OCTOBER 10, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID # 22574493 Certifications: EA in process Education: BA Business Experience (years): 20+ years accounting experience Work experience (detail): Currently Accountant & Office Manager at a CPA firm Full cycle accounting, reconciliations, financial reporting AP/AR, payroll processing and quarterly (..)

Real Estate 59

Real Estate Account accounted accountant 59

KROST

DECEMBER 15, 2020

This is a preview of one of the articles in the new KROST Quarterly Real Estate Issue , titled “Challenges Facing the Real Estate Industry in the Wake of COVID & the Election” by So Sum Lee. Learn more about KROST’s Real Estate Industry Services ».

Real Estate 69

Real Estate Delaware California accounting and finance 69

CPA Practice

SEPTEMBER 19, 2023

The business owners wished to make a contribution to utilize the type of tax planning referred to above, but only if the sale of the company actually closed or was completed. In correspondence with the tax attorney, the brothers indicated that they wanted to “wait as long as possible to pull the trigger” on the contributor.

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Going Concern

OCTOBER 17, 2024

ACCOUNTING CANDIDATES FTE Accounting / Bookkeeping | Candidate ID #18014117 Certifications: QBO ProAdvisor, Xero Certified Education: BA, MBA Accounting Experience (years): 9+ years accounting experience Work experience (detail): Currently a Senior Bookkeeper/Team Lead with a public firm 5+ years managing outsourced accounting for multiple clients (..)

Real Estate 64

Real Estate Account accounted accountant 64

Withum

NOVEMBER 17, 2022

Most of the income tax proposals in the 2021 “Build Back Better” bill did not make it into the IRA. General Income Tax Planning. Doing so may enable you to claim larger deductions, credits, and other tax breaks for 2022 that are phased out over varying levels of adjusted gross income (AGI). million in 2023).

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Going Concern

OCTOBER 24, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22557459 Certifications: EA, Intuit Tax Academy Education: MBA Accounting, JD Experience (years): 6 years of overall experience Work experience (detail): Tax senior with a national tax service International tax experience National client tax practice Adept at tax research Client niches: (..)

Real Estate 59

Real Estate Account accounted accountant 59

CTP

DECEMBER 28, 2021

Understanding the benefits and drawbacks of different retirement plans is crucial to long-term tax planning. Most retirement plan investment earnings are taxed at ordinary income tax rates—you receive an ordinary tax deduction for every contribution, and you pay ordinary income tax rates when you withdraw funds.

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tax planning Maine Tax income tax 98

Going Concern

JANUARY 9, 2025

TAX CANDIDATES FTE Tax Senior | Candidate ID #23616387 Certifications: EA Education: BS Accounting, MS Taxation Experience (years): 10+ tax and accounting Work experience (detail): 6+ in public accounting 3 in healthcare industry Full cycle accounting and financial reporting Prepared tax filings for individuals, SMBs, partnerships, nonprofits 30% review (..)

Real Estate 52

Real Estate Account accounted accountant 52

Going Concern

OCTOBER 31, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22591376 Certifications: CPA Education: BBA Accounting Experience (years): 5+ years accounting experience Work experience (detail): All in public accounting Tax planning and client advisory Experience reviewing tax returns Client relationship management experience Client niches: SMBs, (..)

Real Estate 59

Real Estate Account accounted accountant 59

ThomsonReuters

DECEMBER 27, 2024

For example, advising a client on how to strategically sell a tokenized asset to minimize taxes could save them thousands, cementing your firms value beyond tax preparation. Digital asset tax planning Clients engaging in digital asset transactions often need guidance on tax-efficient strategies.

Real Estate 52

Real Estate tax planning accounting and finance tax preparation 52

Going Concern

NOVEMBER 7, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23571431 Certifications: CPA in process Education: BBA Accounting, MA Accounting Experience (years): 5+ years of accounting and tax experience Work experience: All in public accounting Performs full cycle accounting and tax preparation Financial compilations and reporting with clients (..)

Real Estate 52

Real Estate Account accounted accountant 52

Withum

JULY 29, 2024

Every real estate investor’s goal is to earn income from the cash flow and the appreciation of their investment. Sale of Property The least tax efficient option in selling a property may be to pay taxes on the gain resulting from the sale.

Real Estate 52

Real Estate Tax Delaware income tax 52

KROST

NOVEMBER 30, 2021

The real estate market can be volatile, full of risks and challenges. Real estate professionals should enlist an expert to ensure compliance and navigate the specifics of real estate tax and accounting. Your business will benefit from our wide range of tax, audit, and advisory services.

Real Estate 52

Real Estate Tax CPA public accounting 52

Going Concern

JANUARY 2, 2025

TAX CANDIDATES FTE Tax Senior / Manager | Candidate ID #23674176 Certifications: EA Education: BS Accounting, MS Accounting and Finance Experience (years): 20+ years accounting and tax Work experience (detail): 10+ years in public accounting Remote team management experience Tax planning and compliance, advisory 70% review during 2024 tax season Preparation (..)

Real Estate 52

Real Estate Account accounted accountant 52

Going Concern

JANUARY 17, 2025

TAX CANDIDATES FTE Tax | Candidate ID #23772188 Certifications: CPA in process, EA Education: BBA Accounting and Finance Experience (years): 8+ years experience in tax accounting.

Real Estate 52

Real Estate Account accounted accountant 52

FusionCPA

NOVEMBER 2, 2020

You need to be careful when it comes to your real estate investment firm accounting. The way that you do your real estate investment firm bookkeeping either hinders or allows you to analyze your business’s financial health.

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quickbooks Real Estate accounting principles bookkeeping 98

Going Concern

DECEMBER 20, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #23636747 Certifications: EA Education: BS Experience (years): 5 years tax experience Work experience (detail): All in public accounting 5 tax seasons preparing returns for HNWIs and SMBs 300+ returns per season, 50-50 individuals, businesses Client-facing with S-Corps, partnerships, trusts Business development (..)

Real Estate 52

Real Estate Account accounted accountant 52

Going Concern

OCTOBER 3, 2024

ACCOUNTING CANDIDATES FTE Accounting and Audit Senior/Manager | Candidate ID # 22561641 Certifications: CPA Education: BBA Accounting and Finance Experience (years): 15+ years of experience in audit, accounting and finance Work experience(detail): 6 years in public accounting Director level in Accounting Services Managed staff of up to 8 in both US (..)

Real Estate 110

Real Estate Account accounted accountant 110

Going Concern

JANUARY 30, 2025

Remote Work Experience: Y Salary: $65k – $75k Time Zone: Eastern Sign up for FREE to learn more about this candidate Don’t miss the complete list of top remote accounting, tax, audit, and project-based candidates available weekly!

Real Estate 52

Real Estate Account accounted accountant 52

LyfeAccounting

DECEMBER 30, 2020

So I decided to take a deeper look into it and share how you could also pay very little in taxes with real estate. Stay tuned as today, we’re taking a look at how you can pay very little in taxes with real estate, legally. So remember Bob’s tax bracket from earlier? TAXABLE INCOME BRACKET.

Real Estate 52

Real Estate Tax income tax Gaming 52

CTP

MAY 1, 2024

Taxpayers often make the mistake of focusing on the potential payout from an investment without considering how much of that will disappear to taxes. A classic example is real estate. This is where you come in as a tax professional—with the strategies that taxpayers need to minimize that tax bill.

Real Estate 52

Real Estate Tax Construction Legal 52

CTP

MAY 1, 2024

Taxpayers often make the mistake of focusing on the potential payout from an investment without considering how much of that will disappear to taxes. A classic example is real estate. This is where you come in as a tax professional—with the strategies that taxpayers need to minimize that tax bill.

Real Estate 52

Real Estate Tax Construction Legal 52

Withum

DECEMBER 6, 2022

With legislation that breathes new life into expiring tax incentives and the beginning of planned sunsets for others, changes to existing tax incentive programs are a hot topic. Understanding these changes and the timeframe to act to take advantage of available tax incentives is key. View Slide Deck. Sara Palovick.

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CTP

DECEMBER 8, 2022

Looking to invest in real estate? The many tax loopholes available can make this an attractive source of income—but first-time property owners may feel uncertain about taking advantage of these tax breaks. By enticing taxpayers with tax benefits, more people are able and willing to make this sizable financial investment.

Real Estate 52

Real Estate Tax tax return tax planning 52

Going Concern

SEPTEMBER 5, 2024

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #22410136 Certifications: CPA Education: BS Accounting, MBA Experience (years): 15+ years accounting experience Work experience (detail): Currently a Tax Senior at a CPA firm Experience with expense planning for S-corps Filed 150+ SMB and individual tax returns last season Tax planning (..)

Real Estate 105

Real Estate Account accounted accountant 105

Going Concern

MARCH 13, 2025

TAX AND ACCOUNTING CANDIDATES FTE Tax and Accounting | Candidate ID #23949760 Certifications: EA Education: College level course work, OJT Experience (years):10+ years tax and accounting with public firms Work experience (detail): Recently served as an enrolled agent with a CPA firm 10+ years preparing individual and business tax returns Provides full-cycle (..)

Real Estate 52

Real Estate Tax Account accounted 52

CPA Practice

OCTOBER 16, 2023

For taxpayers who find themselves in this situation, thoughtful tax planning is essential. Here’s how this home sale strategy can help your clients be more tax savvy while navigating today’s real estate market. For example, a $4 million gain could easily result in a tax bill of $1.2 million or more.

Sales 122

Sales Real Estate Tax tax planning 122

Going Concern

NOVEMBER 27, 2024

TAX CANDIDATES FTE Tax Senior | Candidate ID #9084031 Certifications: CFE, CPA Education: BS, MS Accounting Experience (years): 20+ years of tax and accounting experience Work experience (detail): 5+ years in public accounting Controller experience with multiple entities 5+ years in senior tax roles Client tax advisory, planning and resolution Client (..)

Real Estate 52

Real Estate Account accounted accountant 52

Going Concern

AUGUST 29, 2024

ACCOUNTING CANDIDATES FTE Accounting | Candidate ID #22164759 Certifications: CPA in process Education: BA and MA Accounting Experience (years): 20 years business experience Work experience (detail): 6+ in public accounting Provides accounting services for multiple clients Payroll processing and tax filing Prepares Federal filings for SMBs, S-Corps (..)

Real Estate 105

Real Estate Account accounted accountant 105

CTP

OCTOBER 30, 2024

Their financial team often helps the family manage their real estate, businesses, trusts, and other assets. However, a family office is an expensive setup—which is one of the reasons a tax planner can be a value-add to this team.

Tax 97

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Shay CPA

NOVEMBER 27, 2024

2: Evaluate your assets As your company grows, it’s probably adding to its portfolio of fixed assets like real estate, equipment, furniture, and company vehicles. And the amount you paid for those things can translate into tax savings. Primarily used by real estate developers, cost segregation is an advanced tax planning tool.

Real Estate 52

Real Estate Tax tax preparation CPA 52