The answers to these questions could determine your best tax outcome.
S-Corp, C-corp, LLC – Which one is right for me?
Am I eligible for reduced or no capital gains tax via the Qualified Small Business Stock (QSBS)?
Which tax credits can help fund my start-up business?
Which tax credits is my company eligible for and how much will these save me in tax liability?
Am I maximizing the 20% Section 199a deduction?
Am I taking advantage of the retirement benefits, such as 401k or profit-sharing plan?
State & Local Tax
Am I up-to-date on the complexities of state and local taxation?
International tax – Do I have a thorough understanding of IRS reporting requirements?
Individual Tax Planning
Have I considered creating a 5-10 year tax plan?
What are the factors to consider whether to convert my 401k or IRA to a Roth IRA?
Individual Estates & Trusts
Changes are coming to estate and gift tax planning – am I prepared?
Individual Tax Deductions
Have I considered a donor-advised fund to maximize my charitable tax deduction?
How far do you want to go?
Thought starters to get the ball rolling