Why Your CPA Says “It Depends” (And the 5 Numbers You Need to Answer It)

Chalkboard-style illustration showing “Why Your CPA Says It Depends” and five numbers for high-income tax planning

You ask a simple question. “Should I switch to an S corp?”“Can I write this off?”“Do I need to pay quarterly taxes?”“Should I do a big retirement contribution?” And your CPA says the line you didn’t want to hear. It depends. If you’ve ever felt mildly annoyed by that answer… you’re not alone. I’ve had…

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Are You a Real Estate Dealer or Investor?

People engaged in frequent sales of real property need to determine whether they are real estate dealers or investors. The distinction is important because dealers and investors are treated very differently for tax purposes. Tax Consequences of Dealer vs. Investor Status Real estate dealers buy and sell properties as part of their regular business operations,…

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