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Author: Dallas Richardson

The Silent Saver-How High-Net Worth Individuals are Leveraging MSOs for Tax Savings

Introduction  Are you leaving money on the table? If you or your parents fall under the category of high-net-worth individuals...

Unlocking the Hidden Tax Shelter Inside Your Life Insurance Policy

Introduction:  Taxes. That dreaded word that makes us all cringe. As Benjamin Franklin famously quipped, “In this world nothing can...

The Overhyped Tax ‘Loophole’ That Could Leave You Owing Big

Introduction A. Brief History of 1031 Exchanges  The 1031 exchange has been available as a tax deferral tool since 1921....

Safeguarding Your Life’s Work: Tax Reduction Strategies for Physicians and Their Heirs

Introduction  Welcome to our new blog, “Safeguarding Your Life’s Work: Tax Reduction Strategies for Physicians and Their Heirs.” The prospect...

Wildcatting in the Oil Industry vs. Shielding Wealth Out-of-the-Box Tax Strategies for Young Entrepreneurs

Introduction:  In the world of oil exploration, wildcatters are known for their daring and ambitious spirit as they search for...

Leveraging Tax Strategies to Maximize ROI and Profitability in Commercial Real Estate

Introduction Savvy investors are always looking for ways to maximize their return on investment (ROI) and profitability in commercial real...