Skip to content Skip to footer

Tax Planning

XOA TAX - Best CPA & Accounting Services Close

Block illustration of a CPA tending to a plant representing a business, with leaves as "Income" and roots as "Expenses."

Business Finance, Business Tax, Financial Planning, Tax PlanningNovember 3, 2024

Tax Planning vs. Tax Preparation: Why a Year-Round Approach Matters

A stylized skyscraper built with blocks representing different tax strategies.

Business Tax, Estate Planning, Financial Planning, Tax PlanningNovember 3, 2024

12 Advanced Tax Strategies for High-Earning Business Owners in 2024

A person using the Backdoor Roth IRA strategy to bypass income limits.

Retirement Planning, Tax PlanningNovember 3, 2024

Backdoor Roth IRA Strategy: A Guide for High-Income Earners

A house transforming into a stack of cash, illustrating the concept of stepped-up basis on inherited property.

Estate Planning, Inheritance Tax, Tax PlanningNovember 2, 2024

Inheriting Property After a Parent’s Passing: Understanding the Stepped-Up Basis

A seesaw with "Wash Sale" weighed down by "IRS Rules" and "Tax Savings" lifted by a "Loss" coin.

Accounting, Financial Planning, Tax Law, Tax PlanningNovember 1, 2024

Understanding the Wash Sale Rule and Its Impact on Your Taxes (2024)

A ship sailing towards a lighthouse labeled "Safe Harbor."

Business Tax, Individual Tax, Tax PlanningNovember 1, 2024

Navigating the Safe Harbor Rule: A Guide for Estimated Tax Payers in 2024