Property Investment for Profitability: 3 Keys for Success

If you’re new to the investment property business, or a seasoned professional, having trusted, third-party analysis on your investment may not only provide peace of mind, but prove to also jumpstart or grow your investment property business. While property appraisals will help you to understand what a property is worth, property evaluations helps to understand, …

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Include an accountant on your estate team to navigate tax responsibilities

When becoming an estate executor, often times the tax responsibilities and roles are unfamiliar. While the primary responsibility is to execute and finalize the estate wishes of a family member or friend, a number of tax-related tasks are necessary. Should you become an estate executor, understanding the importance of including an accountant on your team …

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Building a Business from the Ground Up: 5 Ways to Spark Start-Up Success

Every successful business started as a thoughtful idea – even a dream. But, what does it take to move a concept from ambition to a successful, thriving business? At Lodovico & Associates, we often meet with new business owners and experienced entrepreneurs as they enter into a business start-up or scale up a current business. …

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Tax Checklist: How to Prepare for Your First Income Tax Return Consultation

Gathering all of the relevant documents and information for your income tax returns can seem like a daunting task. However, this year in particular, the new tax law has impacted certain itemizations and deductions, and perhaps leads to questions about what information and documents you should share with your trusted tax advisor. If you’re visiting …

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Qualified Business Income Deduction: How Will Tax Reform Impact Small Business Owners?

For business owners and individuals alike, the Tax Cuts and Jobs Acts (TCJA) brings about a number of changes for 2018 income tax returns. One of the most impactful is the Section 199A deduction, commonly referred to as the Qualified Business Income (QBI) deduction. The QBI deduction is relevant for individuals who own domestic business …

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Tax Advisor Vs. Income Tax Preparer: What’s the Difference and Why Does it Matter?

With the start of this year’s income tax return season, I look forward to seeing familiar faces of clients we at Lodovico & Associates have served for years and years – along with new faces. What may be surprising is that we often see and communicate with our clients throughout the year, not just between …

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