Sharla Bartley, MBA, helps TaxPlanIQ Customers build a tax plan.
February 1st 2023
MFJ, Spouse Child Care Center, saved them $10,000 year one, and $20,000 year two and forward
February 8th, 2023
Q&A
February 15th, 2023
MFJ, late 40s, young adult children working for a family business, tire repair shop, delinquent tax filings, messy payroll - owner payroll issues, no health insurance
February 22nd, 2023
2 CPAS with high earning W-2 jobs invested in a deli and the underlying property. Trying to figure out how to get the real estate operation qualified for Real Estate Professional Using Wife. Lots of theories. Sharla included a grouping election which made the quest for the real estate professional unneccessary. Also wanted to include a captive insurance strategy....which Sharla took as a personal challenge to avoid!! :-) Worked through the scenario and generated $165K in 2023 Savings and $75K in ongoing tax savings.....WITHOUT the captive. There is a long spiel here related to why listed transactions are not the best for your client or your firm...especially since there is so much tax savings to be achieved by the skillful application of a stack of strategies rather than putting all eggs in the listed transaction basket