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The Mallard Money Blog

Build Wealth by Paying Taxes

What if I told you that you could build wealth by paying taxes—and paying them now instead of later? Most clients don’t want to pay taxes at all, let alone sooner rather than later. In fact it is common wisdom to defer income taxes as long as possible. How do you defer income and therefore taxes? The table to the right shows some typical income acceleration / deferral strategies.

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Be Prepared for a Call from an IRS Imposter

A client recently contacted me regarding a very frightening call she received from someone claiming to be from the IRS. They told her that she was facing jail time for fraud and tax evasion. Their tactics were very aggressive and intimidating and they insisted on her sending money immediately to avoid a variety of harsh consequences.

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Are You an Inadvertent Tax Cheat?

In my experience, clients are completely honest in reporting their income. Of course, this is easy when most income is reportable directly to the IRS via w-2's and 1099's! However, there is income some taxpayers think is non-reportable.

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