Skip to content Skip to footer

Financial Planning

XOA TAX - Best CPA & Accounting Services Close

Line art of a young graduate with symbols of various career paths

Financial PlanningOctober 15, 2024

Trust Funds: More Than Just for the Rich?

Line art graphic of a hand holding a magnifying glass over a house with dollar signs.

Financial Planning, Real Estate TaxOctober 15, 2024

Unlock Tax Savings with the Short-Term Rental Strategy

A block illustration showing the three components of the trifecta strategy as interconnected blocks, symbolizing the integration of business, investments, and trust for financial success.

Business Tax, Financial Planning, Individual TaxOctober 15, 2024

Unlock Financial Freedom: The Trifecta Strategy for Building Wealth and Reducing Taxes (2024 Edition)

Line art of various building types connected by a road.

Financial PlanningOctober 13, 2024

Unlocking the Potential of Real Estate Investment

A scale balancing financial documents and a CPA letter question mark

Financial PlanningOctober 12, 2024

Why Are Accountants Hesitant to Write a CPA Letter for Loan Applications?

A stylized hourglass with the words "Time" and "Money."

Entrepreneurship, Financial Planning, Personal FinanceOctober 12, 2024

Time is Money: How to Build Wealth in the Next 10 Years