Case Studies And Strategies

Self-employed with no retirement plan? Discover the best options to slash your 2024 tax bill while securing your future with easy-to-set-up plans such as a SEP, Keogh, SIMPLE IRA, or solo 401(k). 

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When you operate your business as an S corporation or a C corporation, you must first remember that the corporation is a separate legal entity. If you incur travel expenses on behalf of the corporation, those are corporate expenses. You need an agreement either saying that you can deduct the expenses personally or saying that you will submit the expenses for reimbursement. One of these two choices is really bad. 

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"Make the RMD from Your Traditional IRA Tax-Free." -  "Don’t Waste Donations on Your Church or Charity; Use Your Business." -  "Donor-Advised Funds: A Tax Planning Tool for Church and Charity Donations." - Explore these and other strategies to take advantage of your charibable activities. 

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