Small Business

Real estate fund launch financial planning documents and laptop

Starting a Real Estate Fund? Here’s What to Get Right on the Financial Side

Finance, Real Estate, Small Business, Tax

If you’re transitioning from syndications to a fund, or launching your first pooled investment vehicle, there’s no shortage of advice about the legal side. Get a securities attorney. File a Reg D. Draft your PPM. All of that matters. But what most first-time fund managers overlook is the financial infrastructure. And that’s where things break […]

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Beneficial Ownership Information (BOI)

Navigating Beneficial Ownership Information (BOI) Reporting Requirements for 2024

Business, Finance, Real Estate, Small Business, Tax

As part of new regulations issued by the Financial Crimes Enforcement Network (FinCEN), many U.S.-registered businesses must now submit Beneficial Ownership Information (BOI) reports. This new requirement is designed to improve financial transparency and prevent financial crime by making it easier to identify individuals who own or control businesses in the U.S. With filing deadlines

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IRS Online Tools

A GUIDE TO IRS ONLINE TOOLS FOR BUSINESSES AND INDIVIDUALS

Small Business

In today’s digital age, the IRS has developed a variety of “IRS online tools” to help taxpayers manage their tax affairs more efficiently. As an accounting firm committed to keeping our clients informed, we’ve compiled a comprehensive guide to these resources. Whether you’re a business owner or an individual taxpayer, these tools can save you

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Short term rental

Short-Term Rentals (STRs): A Tax Strategy for High W-2 Earners

Real Estate, Small Business, Tax

If you’re a high-income W-2 earner looking for tax-saving opportunities, investing in short-term rentals (STRs) could be a powerful strategy. While real estate investments are already known for their tax benefits, short-term rentals offer unique advantages that can significantly reduce your tax liability. Here’s how this strategy works and why it might be the key

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