Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow
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Leveraging Charitable Deductions for Mitigating Taxes and Increasing Cash Flow

by James A. Lavorgna, J.D., LLM, CFP, TMBCP Many charitable tax strategies are used to mitigate taxes but two  have been a favorite of mine for some time. They are the reversionary charitable lead trust and the charitable bargain sale. Here are just a couple of stories about the everyday uses of these strategies. Tax…

10 State and Local Tax Developments You Should Know to Effectively Navigate the SALT Maze
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10 State and Local Tax Developments You Should Know to Effectively Navigate the SALT Maze

by Patrick Gately, Strategic Development Associate at Leyton Do you ever find yourself having difficulties navigating the SALT Maze? This article will help you have a better understanding of the State and Local Tax Developments from 2023. The landscape of State and Local Taxes (SALT) is constantly evolving, influenced by legislative changes, economic factors, and…

Using Cost Segregation in Real Estate Tax Strategy
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Using Cost Segregation in Real Estate Tax Strategy

By Gabriel Florentino, Client Development Director of Engineered Tax Services What is Cost Segregation? A cost segregation study is a federal income tax tool that increases your near-term cash flow by deferring taxes. With a cost segregation analysis, you could be able to write off up to 30-35% of your building’s original purchase price in the…