Alexforbes Wealth’s Post

Have you wondered what obligations a non-US investor or partner has regarding US tax compliance? Or the difference between Form 1042 and Form 1042S for FDAP income? Join Richey May’s Jonathan Sharon, CPA and Colin Kunau for the latest installment of Tax 101, as they tackle your most frequently asked questions confronting fund managers when working with international investors. https://lnkd.in/eAuMdK2D

📚💼 Led by Richard van der Linden, Tax Partner from PwC, our upcoming Fund Structuring: Tax Considerations course delves into sustainable tax structures from both a fund strategy and investor point of view, examining the effect of new tax regimes on the non-listed real estate industry. Ideal for advisors or professionals in legal or tax teams from institutional investors or investment managers, this course is your guide to recognizing key tax drivers, understanding ATAD rules and implications, and familiarising with the INREV Code of Tax Conduct. 💡Don't miss out and enrol now: https://hubs.li/Q02dZgPL0 #FundStructuring #TaxConsiderations #RealEstate #ProfessionalDevelopment

Are you a business owner? Are you a real estate investor? Are you one of the 95% of Americans that do not realize that tax planning to reduce your tax liability isn't reserved for only the elite top 1%%? If you answered yes, I recommend my book, Strategic Tax Planning for Real Estate Investors, which is available in paperback on Amazon. https://lnkd.in/eAUithnB As a Tax Strategist, I can develop a strategic tax plan to help you lower your tax liability for this year and for years to come.

Excited to announce that I'm collaborating with @alamarvallarta to optimize their clients' tax strategies. We're exploring ways to save them income and create tax savings for real estate investments or other business opportunities. Stay tuned for more updates on this exciting partnership! DM 'income' if you're like Oscar and want to learn about these strategies. ☑️ https://lnkd.in/ejuBHVSX #TaxSeason #TaxTime #TaxPreparation #TaxPlanning #TaxTips #TaxSavings #TaxDeductions #TaxRefund

90% of investors with at least $250,000 of investable assets want their advisor to do tax planning. Over 90% of advisors say tax planning for their clients is important. Great. We all agree. However, less than 1/3 of advisors look at their clients tax returns every year. If your advisor isn't at least asking for your most recent tax return you need to reconsider what sort of value they are providing.

90% of investors with at least $250,000 of investable assets want their advisor to do tax planning. Over 90% of advisors say tax planning for their clients is important. Great. We all agree. However, less than 1/3 of advisors look at their clients tax returns every year. If your advisor isn't at least asking for your most recent tax return you need to reconsider what sort of value they are providing.

Did you know the right tax strategy could be the difference between breaking even and turning a profit? Tax planning is crucial for business owners and real estate investors. Start early and strategize! #TaxPlanning #BusinessSuccess

While certain taxes may be deferred, others can be minimized through tax-efficient investment planning. This is why a fiduciary advisor can be a valuable resource for those seeking to navigate the complexities of tax planning. At Agemy Financial Strategies, we aim to provide the necessary tools and guidance to optimize your tax strategy this season. Contact us to get started at agemy.com. #agemyfinancialstrategies #taxreturn #taxfilingdeadline #irs #taxplanning #coloradofiduciary #connecticutfiduciary

90% of investors with at least $250,000 of investable assets want their advisor to do tax planning. Over 90% of advisors say tax planning for their clients is important. Great. We all agree. However, less than 1/3 of advisors look at their clients tax returns every year. If your advisor isn't at least asking for your most recent tax return you need to reconsider what sort of value they are providing.

90% of investors with at least $250,000 of investable assets want their advisor to do tax planning. Over 90% of advisors say tax planning for their clients is important. Great. We all agree. However, less than 1/3 of advisors look at their clients tax returns every year. If your advisor isn't at least asking for your most recent tax return you need to reconsider what sort of value they are providing.