11 Tips for Successful Appointment Texts

11 Tips for Successful Appointment Texts

The headache of no-shows and last-minute cancellations is a familiar struggle for accounting practices. SMS reminders have become the go-to remedy for this issue, as they boast a higher open rate compared to phone calls or emails. By implementing an automated...
3 Ways to Legally Avoid Capital Gains Taxes

3 Ways to Legally Avoid Capital Gains Taxes

Capital gains taxes can significantly impact the profits from selling highly appreciated assets like cryptocurrency, rental property, inherited property, or a business. However, there are strategies to reduce or delay this tax burden legally. Offsetting capital gains...
6 Ways to Fund Your Real Estate Investment

6 Ways to Fund Your Real Estate Investment

Choosing the right financing option is critical for nurturing a thriving portfolio of real estate investments. Various funding methods offer distinct advantages depending on your goals and circumstances. Commercial loans are ideal for properties intended for business...
7 Capacity Planning Tips for Tax Season

7 Capacity Planning Tips for Tax Season

Capacity planning is crucial for navigating tax season effectively, ensuring your firm can handle its workload without overwhelming your team. Start by setting early deadlines for certain groups of clients, such as business returns, to spread the workload more evenly....
3 Reasons Your Baltimore Home Won’t Sell

3 Reasons Your Baltimore Home Won’t Sell

If your home has been sitting on the market for too long, it’s natural to feel frustrated and wonder what’s holding it back. Often, the issue boils down to three common factors. First, a home in disrepair—such as overgrown yards, faded paint, or structural issues—can...
5 Steps to Control Your DST with a Payment Plan

5 Steps to Control Your DST with a Payment Plan

Deferred Sales Trusts (DSTs) offer a powerful way to manage tax deferrals while maintaining control over your financial future. While IRS regulations require an independent third-party trustee to oversee the trust, you still have significant input into its operation...
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