Sharla Bartley, MBA, helps TaxPlanIQ Customers build a tax plan.
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January 4th, 2023
Watch the replay of QA Session
January 11th, 2023
January 18th, 2023
SCorp with nonmarried shareholders, great cash flow. Nonmarried shareholders make planning challenging. Other shareholder is a family member, but not a spouse. Also, Michelle's client. Will follow up with a tax plan for this shareholder as well.
January 25th, 2023
Partner to XX from previous week. Tax plan was virtually identical to previous plan, except there were no children to pay