How the PTE Election Helps High Earners Legally Work Around the SALT Cap
The State and Local Tax (SALT for short) deduction cap has frustrated business owners and high-income earners since 2018. But there is a legal and IRS-respected strategy that can help reclaim lost deductions: the Pass-Through Entity (PTE) tax election.
Why Siloed Advisors Cost You Money (and How We Saved a Client on Taxes)
When your advisors don’t talk to each other, you pay the price—literally.
We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.
The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.