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Alexis Sidney, EA, MBA, MAFM
Sep 16, 20244 min read
The Basics of the R&D Tax Credit
Research and development (R&D) is at the core of innovation, driving progress across industries. But did you know businesses investing in...
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Alexis Sidney, EA, MBA, MAFM
Sep 5, 20244 min read
Master Strategies to Avoid Surprise Tax Bills and Stay Ahead
Receiving a surprise tax bill can be a stressful and unwelcome experience, but with proactive planning and informed strategies, you can...
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Alexis Sidney, EA, MBA, MAFM
Aug 30, 20243 min read
Think Life Insurance is Expensive? Facts You Need to Know
Life insurance is an essential part of financial planning that provides peace of mind and economic security for your loved ones. However,...
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Alexis Sidney, EA, MBA, MAFM
Aug 25, 20243 min read
Maximizing Real Estate Tax Breaks: Advanced Strategies for High-Net-Worth Investors
Maximize real estate tax saving with strategies like cost segregation & 1031 exchanges. Let The Twelve Firm help you optimize your investmet
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