"Unlock the Secret toTax-Deductible Cruise Ship Travel" To get my complete articlewith all the details… Can sailing to paradise actually lower your tax bill? In this featured article, we challenge your Tax IQ with a real-world scenario: financial planner Ty Tannick books a cruise to meet a client in St. Thomas. The result? A fully tax-deductible Caribbean … [Read more...]
Subject line: Unlock Tax-Free Cash—From Your Life Insurance Policy
“Life Insurance: You Don’t Haveto Die to Collect” To get my complete articlewith all the details… You Don’t Have to Die to Benefit from Life Insurance Did you know your life insurance policy might be a source of tax-free cash—while you're still alive? If you own permanent life insurance, you're sitting on a potential cash value goldmine. Learn how you … [Read more...]
July 31 Filing Deadline—$3.47 Could Save You a Headache
"Own a Business with an HRA?You’ve Got Form 720 to File on July 31" To get my complete articlewith all the details… If you use a Health Reimbursement Arrangement (HRA) like a 105-HRA, QSEHRA, or ICHRA to deduct medical costs and cover employee health benefits—great news! You're doing right for your workers and maximizing tax savings. But here’s the catch: Each … [Read more...]
Day Trader? Unlock Powerful Tax Deductions—If You Qualify
To get my complete articlewith all the details… If you’re actively trading stocks—multiple times per day or week—you might qualify as a day trader in the eyes of the IRS. And if you do, the tax benefits are nothing short of game-changing. Deduct your trading expenses—including margin interest and home office costs Eliminate self-employment tax on your … [Read more...]
Are You Exposed? New IRS Rules Threaten Your Contractor Classifications
“New IRS Guidance Makes It Harderto Claim Section 530 Safe Harbor” To get my complete articlewith all the details… Are you confident you’re classifying your workers correctly? If you’ve been treating independent contractors as non-employees, you could be walking a fine line — and the IRS is watching. Misclassification can cost you big: payroll tax assessments plus … [Read more...]