Tax Strategy and Financial Planning Resources
Practical guides written by our CPA team — not generic content, but the same strategies we apply for clients every day.
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1031 Exchange
Defer capital gains taxes with a 1031 exchange. Linked Accounting helps real estate investors structure tax-deferred property exchanges to maximize savings.
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14-Day Rental Rule
Take advantage of the IRS 14-Day Rental Rule to earn tax-free income from short-term property rentals. Linked Accounting provides expert tax strategies.
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Business Operating Agreements
Establish clear rules and protect your business with a customized operating agreement. Linked Accounting offers expert guidance for LLCs and partnerships.
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Charitable Donations
Discover tax-saving strategies for charitable donations. Linked Accounting provides expert guidance to maximize deductions and charitable impact.
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Cost Segregation and Accelerated Depreciation
Linked Accounting helps businesses boost cash flow and lower taxes with cost segregation and accelerated depreciation planning.
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Deduction Stacking
Learn how deduction stacking can maximize tax savings. Linked Accounting provides strategies to combine deductions and reduce taxable income effectively.
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Economic Nexus
Linked Accounting provides expert guidance on economic nexus compliance, helping businesses meet state tax requirements and streamline reporting.
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Education Tax Credits
Maximize your education savings with tax credits for tuition and learning expenses. Linked Accounting offers expert guidance for families and students.
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Employee Retention Tax Credits
Linked Accounting simplifies ERTC claims for businesses. Maximize savings, reduce liabilities, and retain employees with expert tax credit strategies.
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Estate Plans
Plan your estate with Linked Accounting’s expert services. Protect assets, reduce taxes, and ensure your legacy with wills, trusts, and financial strategies.
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Family Limited Partnership
Discover the benefits of a Family Limited Partnership for asset protection, tax efficiency, and estate planning. Linked Accounting provides tailored solutions.
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Fuel Tax Credits
Optimize your tax savings with fuel tax credits. Linked Accounting ensures accurate filings and maximized refunds for businesses and fleets.
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Health Savings Accounts (HSA)
Take advantage of tax-free contributions and withdrawals with an HSA. Linked Accounting provides insights into HSA eligibility, rules, and savings strategies.
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Introducing ADP!
We partner with ADP on payroll processing, retirement accounts, workers' compensation insurance and many tax credits.
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Inventory Obsolescence
Linked Accounting provides inventory obsolescence solutions to help businesses track aging inventory, reduce waste, and improve cash flow.
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Irrevocable Life Insurance Trust (I.L.I.T.)
Learn how an I.L.I.T. shields life insurance proceeds from estate taxes. Linked Accounting offers expert guidance on tax-efficient estate planning.
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Irrevocable Trusts
Secure your assets and reduce tax liabilities with an irrevocable trust. Linked Accounting provides expert guidance on estate planning and wealth protection.
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IRS Audits
Navigate IRS audits with Linked Accounting’s expert support. Ensure compliance, minimize penalties, and resolve audit issues with confidence.
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Management Companies
If you own a business with one or more partners, a Management Company may be a nice compliment to your tax planning toolkit.
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Workers Compensation Insurance
Learn how workers’ compensation insurance protects your business and employees. Linked Accounting helps you navigate compliance and risk management strategies.
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