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September 13, 2026
Published by
Matt Tae
at
September 13, 2026
Categories
Retirement & Financial Wellness
Tax & Entity Strategy
Does a 351 ETF exchange really let you avoid capital gains?
Here’s some context if you ever get a marketing email saying: contribute your appreciated stock portfolio
[…]
September 11, 2026
Published by
Matt Tae
at
September 11, 2026
Categories
Employee Benefits
Retirement & Financial Wellness
Tax & Entity Strategy
Cash Balance Plans: Six-Figure Tax Deductions that Makes Sense
A 401(k) tops out at $72,000 in total contributions for 2026 (that’s employee deferrals plus everything
[…]
December 12, 2025
Published by
Matt Tae
at
December 12, 2025
Categories
Retirement & Financial Wellness
Tax & Entity Strategy
Your Business & Personal Taxes with OBBB
What the Enacted 2025 Tax Law Means for Individuals and Businesses On July 4, 2025, the
[…]
October 13, 2025
Published by
Matt Tae
at
October 13, 2025
Categories
Tax & Entity Strategy
Pass Through Entity Taxes with Higher SALT Deduction
Deductibility of Pass-Through Entity Taxes with $40,000 per year SALT tax cap BACKGROUND: When states like
[…]
December 22, 2020
Published by
Matt Tae
at
December 22, 2020
Categories
Business Advisory
Tax & Entity Strategy
ROUND 2: PPP & EIDL Loans
Congress has passed another Covid relief bill and there is help for businesses who experienced a
[…]
December 6, 2020
Published by
Matt Tae
at
December 6, 2020
Categories
Tax & Entity Strategy
Shareholder Basis
Shareholder Basis, The Retained Earnings for LLC’s & S-Corps Keeping track of your shareholder basis (also
[…]
April 3, 2020
Published by
Matt Tae
at
April 3, 2020
Categories
Business Advisory
Tax & Entity Strategy
Paycheck Protection Program – Interim Final Rule
January 31, 2020
Published by
Matt Tae
at
January 31, 2020
Categories
Employee Benefits
Tax & Entity Strategy
Small Employer Health Insurance Tax Credit
January 31, 2020
Published by
Matt Tae
at
January 31, 2020
Categories
Business Advisory
Tax & Entity Strategy
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