Maximize Your Tax Savings
with Advanced Strategies
At CPA Attorney, we simplify tax complexities with personalized solutions, helping individuals and businesses save money and maximize benefits while staying compliant.
Optimize Business Deductions
Unlock the potential of your business expenses with strategic deductions. Under § 162, ordinary and necessary business expenses can significantly reduce your taxable income. For those with a keen eye on risk management, consider the § 831(b) election. By establishing a private re-insurance company, you can transfer premiums and enjoy tax-deductible payments. The income earned is taxed at a lower rate for qualified dividends. This provides a smart way to manage your financial risks.
Ideal for:
- Businesses with over $700k in gross revenue
- Annual premium contributions exceeding $100k
Leverage Tax Benefits through Strategic Business Ownership
Investing in businesses with built-in tax advantages can be a game-changer. Whether it's acquiring solar energy projects, diving into opportunity zone funds, or exploring oil and gas investments, these strategic moves can accelerate depreciation and maximize your tax benefits.
Perfect for:
- Individuals with $800k+ in ordinary income or $1M+ in capital gains
- Those experiencing high-income events like business or property sales
- Investors ready to make a minimum capital contribution of $100k
Amplify Impact with Volume Discount Charitable Donations
Make your charitable contributions work harder for you. By donating assets purchased at a volume discount, such as real estate, you can leverage the current market value for a substantial tax deduction. This multiplier effect means a $20k purchase could translate into a $100k charitable donation, maximizing your philanthropic impact.
Best suited for:
- Taxable income, business income, capital gains, or W2 income of $300k+
- Donors looking to maximize deductions up to 30% of adjusted gross income
Capitalize on Government Tax Credits
Take advantage of government incentives designed to encourage specific behaviors. Beyond standard deductions, you can purchase specially allocated tax credits at a discount, effectively reducing your federal tax liabilities. Imagine wiping out a $100,000 tax bill for just $65,000!
Who can benefit:
- Taxpayers with a minimum liability of $75k
- Businesses, individuals, and partners in passthrough entities
- Those seeking credits with a 5-year carry forward and up to $25k refundable
Your Trusted CPA & Attorney
Why Choose Us?
Our team of experienced tax professionals is dedicated to providing personalized service and actionable insights. We stay updated on the latest tax laws and changes to ensure you are always ahead of the curve.
Related Services Available
At CPA Attorney, we specialize in guiding both business owners and individuals towards financial success through meticulous tax and financial planning. Our experienced CPA lawyers provide personalized solutions to ensure your financial stability both now and in the future.
Secure your legacy by implementing organized strategies for the future. Our estate planning services ensure that your assets are protected and your wishes are honored, providing peace of mind for you and your loved ones.
Set up the appropriate legal framework for your company to optimize tax advantages and safeguard your possessions. Our expertise in business entity creation helps you choose the right structure for your business needs.
Ensure that your real estate deals and investments align with your financial objectives. Our real estate financial planning services help you make informed decisions that support your long-term goals.
CPA Attorney is a one of a kind tax firm specializing in tax, financial, real estate services. CPA Attorney works with you to achieve the best possible outcome now and in the future.
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